ParenteBeard LLC
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ParenteBeard LLC Employees
ParenteBeard LLC February 2014 - June 2014
Invotex, Inc. July 2011 - February 2014
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Microsoft Word, Research, Analysis, Data Analysis, Internal Controls, Public Speaking, PowerPoint, Customer Service
Education
University of Maryland College Park 2007 — 2011
Bachelor of Science (BS), Finance, General
Baker Tilly Virchow Krause, LLP (Baker Tilly) October 2014 - Present
ParenteBeard LLC June 2011 - September 2014
McCrory and McDowell LLC June 1989 - May 2011
Skills
Auditing, CPA, Nonprofits, Tax, GAAP, Leadership, Financial Reporting, Accounting, Small Business, Internal Controls
Education
University of Pittsburgh
Baker Tilly Virchow Krause, LLP October 2014 - Present
ParenteBeard LLC January 2013 - September 2014
ParenteBeard LLC January 2011 - December 2013
The Mercadien Group July 2008 - December 2010
Skills
GAAP, CPA, Financial Reporting, Accounting, Internal Controls, Auditing, General Ledger, US GAAP, Fixed Assets
Education
The College of New Jersey
Bachelor of Science (B.S.), Accounting
ParenteBeard LLC May 2009 - September 2014
Ernst & Young 2003 - 2008
Skills
Tax Law, Corporate Tax, Tax Advisory, Income Tax, Tax, Tax Research, US GAAP, SEC Filings, Auditing, Internal Controls, Financial Accounting, Management, Financial Statements, Partnership Taxation, S Corporations, Financial Reporting
Education
The University of Connecticut School of Law 1994 — 1997
juris doctorate, Tax Law/Taxation
University of Miami 1992 — 1994
Bachelor's degree
Barclays March 2015 - Present
PwC April 2014 - March 2015
CPA Exam November 2013 - April 2014
ParenteBeard LLC July 2010 - November 2013
Ferraioli, Wielkotz, Cerullo & Cuva, P.A. June 2009 - August 2009
Education
University of Scranton 2014 — 2016
Master of Business Administration (MBA)
University of Scranton 2006 — 2010
BS, Accounting
University of Scranton August 2015 - Present
Baker Tilly Virchow Krause, LLP January 2014 - August 2015
ParenteBeard LLC August 2011 - January 2014
University of Scranton September 2010 - May 2011
Kristy's Kones and More, Inc. October 2007 - October 2009
F.S. Lopke Contracting June 2009 - August 2009
Skills
Accounting, Auditing, Microsoft Office, Microsoft Excel, Outlook, Financial Reporting, PowerPoint, Financial Statements, CPA, Internal Controls, US GAAP
Education
University of Scranton 2009 — 2011
MBA, Accounting
University of Scranton 2006 — 2010
BS, Accounting
BDO USA, LLP July 2013 - Present
ParenteBeard LLC September 2011 - Present
ParenteBeard LLC January 2011 - March 2011
University of Pittsburgh September 2010 - December 2010
Comcast Spectacor (Wells Fargo Complex) May 2010 - August 2010
Collegiate YMCA of Greater Pittsburgh September 2009 - April 2010
YMCA May 2008 - August 2008
Skills
GAAP, Accounting, Auditing, CPA, Financial Reporting, General Ledger, Internal Controls, Financial Statements, Financial Analysis, SEC Filings, SEC filings, Sarbanes-Oxley Act, US GAAP
Education
University of Pittsburgh 2007 — 2010
Accounting
Carnegie Robotics LLC February 2015 - Present
ParenteBeard LLC June 2014 - August 2014
ParenteBeard LLC June 2013 - August 2013
GameStop May 2012 - August 2012
CDI Investements May 2011 - August 2012
Skills
Communication Skills, Adaptability/Managing..., Interpersonal..., Leadership, Teamwork, Planning/Organizing, Microsoft Word, Event Planning, Time Management, Data Entry, Microsoft Excel, Auditing, PowerPoint, Access, Critical Thinking, QuickBooks
Education
University of Pittsburgh-Johnstown 2010 — 2014
Bachelor's Degree, Accounting
Winchester Thurston 2008 — 2010
High School
Padgett, Stratemann & Co., LLP January 2014 - Present
Southwest Airlines September 2013 - December 2013
ParenteBeard LLC June 2013 - August 2013
Horne L.L.P June 2012 - August 2012
Montemayor Hill & Company, P.C May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, QuickBooks, Teamwork, Auditing, Financial Analysis, Tax, Financial Modeling, Bookkeeping, Financial Accounting, Account Reconciliation, Financial Statements, Financial Reporting, Internal Controls, Fixed Assets, SEC filings
Education
The University of Texas at Dallas 2013 — 2013
Master of Science (M.S.), Accounting
The University of Texas at Dallas 2009 — 2012
Bachelor of Science, Accounting
The University of Texas at Arlington 2008 — 2009
Plano senior high school
Baker Tilly Virchow Krause, LLP January 2015 - Present
Baker Tilly (formerly ParenteBeard) January 2013 - December 2014
ParenteBeard LLC March 2011 - December 2012
CIGNA Healthcare August 2009 - March 2011
CIGNA Healthcare December 2008 - August 2009
Skills
SOC 1, SOC 2, Internal Controls, Internal Audit, Cyber-security, Sarbanes-Oxley Act, Threat & Vulnerability..., US GAAP
Education
University of Hartford 2004 — 2008
B.S., Accounting
University of Hartford
Bachelor of Science, Accounting
Higher Achievement April 2015 - Present
Higher Achievement March 2013 - April 2015
ParenteBeard LLC August 2011 - December 2012
Pittsburgh Public Schools May 2010 - August 2011
Grosse Pointe Public School System September 2008 - June 2009
Skills
Research, Data Analysis, Non-profits, Public Speaking, Higher Education, Instructional Design, Grant Writing, Microsoft Office, Teaching, PowerPoint, Microsoft Excel, Community Outreach, E-Learning, Curriculum Design, Nonprofits, Workshop Facilitation, Strategy, Project Planning, Social Networking, Strategic Planning, Organizational..., Market Research, Process Improvement, Training
Education
Carnegie Mellon University - Heinz College 2009 — 2011
Masters of Science, Public Policy and Management
University of Michigan 2003 — 2007
Bachelors of Science, Biology
EY August 2015 - Present
Dollar Bank, FSB November 2014 - August 2015
PwC July 2012 - October 2014
PwC January 2012 - April 2012
Pittsburgh Civic Light Opera September 2011 - December 2011
ParenteBeard LLC June 2011 - August 2011
Falk Laboratory School September 2009 - December 2010
Skills
Auditing, US GAAP, Accounting, Internal Controls, Analysis, Financial Analysis, Microsoft Excel, Leadership, Risk Assessment, Project Management, IT Strategy, IT Operations, Strategy, Event Planning, Communication, Sarbanes-Oxley Act, Internal Audit, Financial Statements, Microsoft Office, Social Media, Customer Service, Finance, PowerPoint, Management, Teamwork, Time Management
Education
University of Pittsburgh 2008 — 2012
BSBA, Accounting and Finance
Deloitte January 2015 - Present
Northwestern Mutual October 2014 - December 2014
ParenteBeard LLC June 2014 - August 2014
ParenteBeard LLC June 2013 - April 2014
Careers Development Group May 2012 - July 2012
Skills
QuickBooks, Teamwork, Business Writing, Microsoft Word, Microsoft Excel, PowerPoint, Access, Presentations, Finance, Leadership, Financial Accounting, Time Management, Accounting, Auditing, Tax, Financial Analysis, Microsoft Office
Education
University of Pittsburgh 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Accounting & Finance
CAPA International Education 2012 — 2012
Six week study abroad program in London, UK
Greensburg Central Catholic High School 2006 — 2010
Wilmington Trust January 2014 - Present
ParenteBeard LLC June 2012 - January 2014
JPMorgan Chase June 1996 - May 2012
PwC October 1991 - June 1996
JPMorgan Chase January 1991 - October 1991
Master, Sidlow & Associates, P. A. July 1987 - December 1990
Skills
Tax, Income Tax, Accounting, Tax Preparation, CPA, Tax Accounting, Tax Returns, Trusts, Financial Accounting, Financial Analysis, Small Business
Education
Widener University 1991 — 1993
Master of Science (MS) with honors, Taxation
The University of North Dakota 1980 — 1984
Bachelor of Business Administration, Accounting
The Risk Management Association April 2015 - Present
PICPA 1998 - March 2015
ParenteBeard LLC 1994 - 1998
Deloitte 1990 - 1994
Skills
Financial Reporting, Internal Controls, Strategic Planning, IT Management, IT Strategy, Financial Analysis, Leadership, Start-ups, Risk Management, Finance, CPA, Program Management, Accounting
Education
University of Phoenix 2000 — 2003
MBA, Concentration in Technology Management
University of Pittsburgh 1986 — 1990
BS, Accounting
Penske Truck Leasing August 2014 - Present
Penske Truck Leasing April 2013 - August 2014
ParenteBeard LLC July 2010 - April 2013
Northwestern Mutual May 2009 - November 2009
Skills
Financial Analysis, Internal Controls, Microsoft Excel, GAAP, Accounting, CPA, Auditing, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, US GAAP, Internal Audit, Account Reconciliation, Microsoft Office
Education
University of Pittsburgh 2006 — 2010
BSBA, Accounting
Muhlenberg High School
Board of Pensions of the Presbyterian Church October 2012 - Present
ParenteBeard LLC January 2011 - September 2012
Wheeler, Wolfenden & Dwares December 2002 - December 2010
Wilmington Women In Business 2008 - 2010
KPMG October 1992 - December 2002
Skills
Auditing, Tax, Tax Preparation, Accounting, Income Tax, Corporate Tax, Partnership Taxation, CPA, Financial Reporting, Small Business, QuickBooks, GAAP, Budgets, CFOs, General Ledger, Strategic Planning, Tax Accounting, Tax Returns
Education
University of Scranton 1988 — 1992
Bachelor of Science (B.S.), Accounting
Matheny Medical and Educational Center September 2015 - Present
Matheny Medical and Educational Center May 2014 - Present
Matheny Medical and Educational Center February 2015 - Present
ParenteBeard LLC August 2008 - May 2014
Wiss & Company, LLP November 2003 - July 2008
Wiss & Company, LLP August 1999 - November 2003
Weeks DeGraw & Company, LLP August 1996 - August 1999
Skills
Auditing, GAAP, CPA, Accounting, US GAAP, Internal Controls, Leadership, Financial Reporting, Strategy, Financial Statements, Nonprofits, Financial Audits, Finance, Forensic Accounting, Financial Accounting
Education
Red Bank Catholic High School 1984 — 1988
HighSchool
Thomas Edison State College
Bachelor of Science, Business Administration (B.S.B.A), Concentration in Accounting
ARMADA Supply Chain Solutions September 2015 - Present
ARMADA Supply Chain Solutions April 2014 - Present
ARMADA Supply Chain Solutions September 2011 - March 2014
ParenteBeard LLC September 2008 - September 2011
FedEx Services January 2008 - June 2008
Skills
General Ledger, Financial Accounting, Internal Controls, GAAP, Financial Reporting, Auditing, Accounting, Financial Analysis, CPA, US GAAP
Education
University of Pittsburgh 2004 — 2008
BS, Accounting, Economics
ParenteBeard LLC June 2010 - Present
McCrory & McDowell LLC January 1984 - June 2011
GAL Construction August 1975 - May 1984
Skills
Auditing, Accounting, Financial Analysis, CPA, Internal Controls, Budgets, GAAP, Financial Reporting, Tax, Corporate Tax
Education
University of Cincinnati 1965 — 1970
Bachelor of Business Administration (B.B.A.), Accounting
Elliott Davis Decosimo July 2013 - Present
ParenteBeard LLC 2005 - 2013
Waypoint Bank 2002 - 2005
PHICO Insurance Company 1992 - 2001
KPMG US 1990 - 1992
Skills
Tax Research, Tax, GAAP, Tax Accounting, Tax Preparation, Accounting, Financial Reporting, ProSystem fx Tax, SEC filings, US GAAP, Bank Tax Planning &..., Insurance Tax Planning..., Payroll Taxes, Statutory Accounting, ASC 740, SSAP 101, Merger & Acquisition..., 280G/Golden Parachute..., Federal & State Audit..., Multistate Tax, Cost Segregation Studies, Payroll Tax, Information Reporting, Tax Opinions, Tax Outsourcing, CPA, CPCU, Basel III
Education
Mary Washington College 1986 — 1990
Bachelor of Science (BS), Business Administration/Accounting and Mathematics
Gettysburg High School
ParenteBeard LLC January 2014 - Present
Snavely Associates September 2010 - October 2013
Intermedia Outdoors October 2006 - January 2009
Stackpole Books, Inc. July 2004 - September 2006
Carlisle Sentinel Newspaper September 2004 - December 2004
Skills
Editing, Publishing, Editorial, Proofreading, Journalism, Magazines, Feature Articles, AP Style, Interviews, Microsoft Word, Grammar
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts in Humanities, Journalism
Mount Union Area High School 1996 — 2000
Goldman Sachs August 2015 - Present
Goldman Sachs November 2012 - July 2015
Federal Reserve Board, Division of Monetary Affairs July 2011 - November 2012
Federal Reserve Board, Division of Monetary Affairs June 2010 - June 2011
BlackRock, Inc September 2008 - March 2009
ParenteBeard, LLC September 2007 - March 2008
Skills
Finance, Microsoft Excel, Bloomberg, R, Matlab, LaTeX, PostgreSQL, Linux, Economics, Financial Analysis, Portfolio Management, Quantitative Analytics, Valuation, Statistics
Education
Drexel University: LeBow College of Business 2005 — 2010
B.S, Economics and Business Administration; Finance, International Business
The George Washington University 2011 — 2012
ParenteBeard LLC June 2013 - August 2014
Longwood at Oakmont Retirement Home August 2009 - January 2013
Skills
Accounting, Communication, Teamwork, Management, Technology, Customer Satisfaction, Time Management, Organization Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Team Leadership, Auditing, Tax Research, Event Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2014 — 2015
Master's Degree, Accounting
University of Pittsburgh at Johnstown 2010 — 2014
Bachelor's Degree, Accounting and Management, Senior
MedImmune August 2011 - Present
MedImmune June 2009 - August 2011
MedImmune August 2006 - June 2009
AMD February 2005 - June 2006
AMD September 2003 - February 2005
AMD July 2000 - September 2003
ParenteBeard LLC September 1995 - July 1998
Skills
Forecasting, Financial Analysis, Cross-functional Team..., Sarbanes-Oxley Act, Process Improvement, Strategic Planning, Accounting, Databases, Financial Reporting, Financial Modeling, Corporate Finance, Decision Trees, NPV, Mergers, Analysis, Auditing, Risk Management, Business Process..., Pharmaceutical Industry, Biotechnology, Due Diligence, Strategy, Finance, SAP, Budgets, Oncology, Leadership, Contract Negotiation, Integration, Product Development, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Financial Planning
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.), Finance and Operations
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1998 — 2000
Master of Science (M.S.), Management Information Systems, General
Tulane University - A.B. Freeman School of Business 1991 — 1995
Bachelor of Science in Management (BSM), Accounting
Cerini and Associates, LLP August 2013 - Present
ParenteBeard LLC June 2008 - 2013
Wiss & Company, LLP September 2005 - May 2008
Skills
Auditing, GAAP, Financial Reporting, Financial Accounting, Financial Statements, US GAAP, SEC filings
Education
University of Delaware 2001 — 2005
Bachelor of Science (B.S.), Accounting
TE Connectivity June 2014 - Present
BDO USA, LLP July 2013 - June 2014
ParenteBeard LLC January 2012 - June 2013
PwC July 2010 - January 2012
Skills
Tax Preparation, Tax Law, Technical Writing, Communication, Analytics, Time Management, Problem Analysis, Strategic Planning, Microsoft Excel, Tax Returns, Finance, Financial Audits
Education
University of Pittsburgh 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Baker Tilly (formerly ParenteBeard) February 2015 - Present
Syngenta October 2013 - January 2015
ParenteBeard LLC February 2012 - September 2013
ADP February 2011 - February 2012
Master, Sidlow & Assoiates, P. A. June 2008 - February 2011
Citi August 2007 - June 2008
Doherty & Associates July 2006 - August 2007
Skills
Accounting, Accounts Receivable, Financial Analysis, Tax, Account Reconciliation, Payroll, Bookkeeping, General Ledger, Budgets, Accounts Payable, Auditing, Finance, GAAP, CPA, Management, Tax Returns
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2007
Accounting
Baker Tilly (formerly ParenteBeard) October 2014 - Present
ParenteBeard LLC September 2011 - September 2014
LimorGoodman, PC January 2011 - September 2011
Alloy Silverstein February 2008 - December 2010
Price Waterhouse Coopers January 2007 - April 2007
Skills
Tax Preparation, Corporate Tax, Accounting, GAAP, Tax, Income Tax, Tax Accounting, CPA, Partnership Taxation, Tax Returns, Financial Statements, ProSystem fx Tax, Tax Research, S Corporations
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM & MAACT, Accounting
The Haverford School 1999 — 2003
PwC July 2015 - Present
ParenteBeard LLC June 2014 - August 2014
Cash Connect February 2014 - May 2014
Capitol City Vending June 2009 - January 2014
Tula the Boutique May 2012 - September 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Structured Query..., Java, Access, Data Analysis, Microsoft Office, SQL, Teamwork, Social Media, Customer Service, Photoshop, Accounting, Time Management, Leadership, QuickBooks, Public Speaking
Education
University of Delaware - Lerner College of Business and Economics 2011 — 2015
Bachelor of Science (BS), Accounting and Management Information Systems
Hun School of Princeton 2007 — 2011
ZeeMee September 2015 - Present
Protiviti September 2013 - September 2015
Deloitte August 2011 - July 2013
Deloitte & Touche January 2011 - March 2011
ParenteBeard LLC January 2010 - April 2010
Skills
Internal Controls, Auditing, GAAP, External Audit, Forensic Accounting, Tax, IT Audit, Financial Audits, Sarbanes-Oxley, CPA, Due Diligence, Microsoft Excel, Finance, Corporate Finance
Education
Villanova University 2009 — 2011
MBA
Villanova University 2009 — 2010
Masters, Accounting
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance
London Programme of University of Notre Dame 2008 — 2008
Medoza College of Business, Finance
The Siegfried Group October 2012 - Present
ParenteBeard LLC October 2008 - October 2012
The Siegfried Group January 2006 - September 2008
The Siegfried Group January 2001 - January 2006
Ernst & Young, LLP March 1995 - December 2000
Skills
CPA, Accounting, US GAAP, Financial Reporting, Tax, Corporate Tax, Income Tax, Tax Research, Financial Accounting, Revenue Recognition, Financial Analysis, Tax Accounting, Partnerships
Education
Villanova University School of Law 1995 — 1999
Masters Tax, Tax
University of Delaware 1990 — 1994
BSAC, Accounting
Unionville High School 1987 — 1990
Carnival Cruise Line September 2015 - Present
Carnival Cruise Lines August 2014 - September 2015
ParenteBeard LLC July 2010 - August 2014
Invotex August 2008 - July 2010
Invotex Group January 2008 - May 2008
Cathedral Design and Construction 2007 - 2007
Skills
Financial Analysis, Data Analysis, Investment Analysis, Internal Controls, Intellectual Property, Business Valuation, Revenue Modeling, Litigation Support, Valuation, Forecasting, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelor of Science, Finance
University of Maryland - College of Computer, Mathematical, and Natural Sciences 2004 — 2008
Bachelor of Science, Statistics
Helient Systems LLC December 2013 - Present
ParenteBeard LLC July 2011 - December 2013
PayChoice, LLC. February 2006 - August 2011
The Jewish Exponent April 2005 - February 2006
Neuronyx October 2002 - February 2006
Adelphia Business Solutions June 1998 - May 2002
Skills
Veeam VMTSP, Nutanix NPP, Nutanix NPSE, Nutanix NPSR, NetApp Filers, VMware, Citrix XenApp, SQL Clustering, Office 365, Windows Azure, High Availability..., Cisco UCS, Cisco ASA, EMC Storage, Active Directory, Netscaler, Microsoft Exchange, Windows Server, Data Center, Virtualization, Project Management, Group Policy, Lync Server 2010, VMware ESX, Isilon, High Availability, RecoverPoint, HP Blade, Fiber Switches, Interconnects, SRM 5.0, KMS, Encryption, HP Proliant, Dell PowerEdge Servers, SSL Certificates, RADIUS, Budget Process, Vendor Management, Disaster Recovery, Skype for Business 2015
Education
Towson University 1990 — 1996
Bachelor of Science, Mass Communications/Advertising
Towson University
Bachelor of Science (B.S.), Advertising
ARI September 2014 - Present
ParenteBeard LLC October 2013 - June 2014
Vanguard Funding LLC February 2012 - October 2013
Wipe Out Productions 2009 - March 2012
Henry Adams, LLC 2009 - 2010
Media Two Custom Publishing 2008 - 2009
Skills
Mortgage Lending, Credit, Mortgage Banking, Loan Origination, Refinance, FHA, Residential Mortgages, Investment Properties, First Time Home Buyers, Funding
Education
Towson University 2006 — 2010
Mass Communications, Advertising and Public Relations
Independence Blue Cross October 2013 - Present
KPMG September 2012 - October 2013
ParenteBeard LLC June 2011 - November 2011
Greater Philadelphia Tourism Marketing Corporation June 2007 - August 2007
Tasetebuds Market October 2004 - August 2006
Skills
Organizational..., Strategy, Event Planning, Strategic Planning, Change Management, PowerPoint, Microsoft Excel, Project Management, Human Resources, Microsoft Office, Microsoft Word, Management Development, Marketing, Social Media, Business Transformation, Recruiting, Microsoft Office 2007, Networking, Online Social Networking, WebEx, Fundraising, Social, Business Development, Reliability, Team Management
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Management and Organizational Development
The Springside School 2004 — 2008
High School
Preferred November 2014 - Present
Bristol-Myers Squibb September 2014 - November 2014
Bristol-Myers Squibb April 2013 - September 2014
KPMG November 2009 - March 2013
ParenteBeard LLC June 2008 - August 2008
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BS, Accounting
Kane Is Able, Inc. May 2013 - Present
ParenteBeard LLC July 2007 - April 2013
McGrail Merkel Quinn & Associates 2001 - 2007
PwC June 1999 - February 2001
Skills
Accounting, Financial Reporting, US GAAP, Financial Statements, Cash Flow, Tax Preparation, GAAP, Financial Accounting, Internal Controls, Budgets, Partnership Taxation, SEC filings, Tax Research, Tax Accounting, SEC Filings, Financial Analysis
Education
University of Scranton 1996 — 2000
Bachelor of Science, Accounting
University of Delaware November 2012 - Present
ParenteBeard LLC June 2014 - August 2014
Volunteer Income Tax Assistance January 2014 - April 2014
ACE Group June 2013 - August 2013
Skills
Microsoft Excel, NetBeans, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Bloomberg Terminal, Time Management, Data Analysis, Financial Analysis, Leadership, Accounting
Education
University of Delaware 2011 — 2015
B.S. Accounting, B.S. Finance, Class of 2015
Wayne Valley High School 2007 — 2011
Baker Tilly Virchow Krause, LLP October 2014 - Present
ParenteBeard LLC February 2014 - October 2014
Invotex Group July 2010 - February 2014
Skills
Finance, Risk Management, Financial Analysis, Mergers & Acquisitions, Insurance, Corporate Governance, Enterprise Risk..., Financial Reporting, Restructuring, Management Consulting, Due Diligence, Management, Expert Witness, Accounting, Licensing, Analysis, Auditing, Strategic Planning, Internal Controls, Reinsurance
Education
Towson University 1976 — 1980
Bachelor's Degree
Baker Tilly Virchow Krause, LLP January 2015 - Present
Baker Tilly Virchow Krause, LLP October 2014 - January 2015
ParenteBeard LLC January 2013 - October 2014
ParenteBeard LLC September 2011 - December 2012
Philadelphia Insurance Companies February 2011 - September 2011
ParenteBeard LLC March 2010 - February 2011
ParenteBeard LLC October 2009 - March 2010
Parente Randolph January 2008 - October 2009
Skills
Financial Advisory, Insurance, Risk Management, Internal Audit, Internal Controls, IT Audit, Risk Assessment, Strategic Financial..., Financial Risk, Life Insurance, Sarbanes-Oxley, Fraud, Enterprise Risk..., Financial Services, Sarbanes-Oxley Act, Property & Casualty..., Management, Financial Analysis, Corporate Governance, GAAP, Forensic Accounting, Consulting, Financial Planning
Education
University of Pittsburgh 2003 — 2007
B.S. Business Administration, Accounting and Economics
Baker Tilly (formerly ParenteBeard) December 2014 - Present
Sigma Phi Epsilon December 2012 - December 2014
Thiel College May 2012 - December 2014
ParenteBeard LLC May 2014 - August 2014
Thiel College August 2012 - December 2013
rue21 May 2013 - August 2013
McDonald's Corporation July 2012 - August 2012
Cutting Edge Lawn Service June 1999 - August 2012
Thiel College August 2011 - May 2012
Direct Energy June 2011 - August 2011
Skills
Accounting, Financial Accounting, Auditing, PowerPoint, Public Relations, Teamwork, Leadership, Customer Service, Admissions, Access, Management, Team Leadership, Photoshop, Career Counseling, Student Affairs, Social Media, Analysis, Financial Reporting, Editing, Higher Education, Microsoft Excel, Community Outreach, Academia, Time Management, Sales, Non-profits, Marketing, Public Speaking, Microsoft Word, Fundraising, Resume Writing, Event Management, Facebook, Research, Leadership Development, Microsoft Office, Student Development, Data Analysis, Strategic Planning, Social Networking, Coaching, Financial Analysis, Teaching, Qualitative Research, Statistics, Budgets, Grant Writing, Event Planning, Customer Satisfaction, Outlook
Education
Thiel College 2010 — 2014
Bachelor of Arts (B.A.), Forensic Accounting, Accounting, Business Administration - Finance
BDO USA, LLP July 2013 - Present
ParenteBeard LLC September 2011 - July 2013
Sunoco June 2009 - August 2010
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Reporting, US GAAP, CPA, Auditing, Financial Statements
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Accounting and Finance
BDO USA, LLP July 2013 - Present
ParenteBeard LLC July 2010 - July 2013
Skills
ProSystem fx Tax, Tax Research, CPA, ASC 740, GoSystems, Corporate Tax, Accounting
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Accounting
Subaru of America September 2014 - Present
ParenteBeard LLC September 2012 - September 2014
ParenteBeard LLC June 2012 - September 2012
Tyco International May 2011 - June 2012
Muller Longo & Co LLC January 2011 - April 2011
Education
The College of New Jersey 2008 — 2012
Bachelor of Science (B.S.), Accounting
Omega World Travel February 2010 - Present
Argy, Wiltse & Robinson, P.C. January 2009 - November 2009
ParenteBeard, LLC February 2008 - November 2008
UPMC April 2006 - February 2008
PNC Financial Services 2001 - 2006
Skills
Accounting, Financial Reporting, Auditing, Excel, Financial Analysis, GAAP, Compliance, Financial Modeling, Internal Controls, CPA, Financial Accounting, General Ledger, Microsoft Excel
Education
University of Pittsburgh 2006 — 2007
Certificate, Accounting
University of Pittsburgh 2000 — 2005
BSBA, Finance and Accounting
Huntley & Huntley, Inc. January 2012 - Present
ParenteBeard LLC August 2008 - January 2012
Huntley & Huntley, Inc. May 2006 - August 2008
Medical Billing Solutions, Inc. September 2002 - December 2007
Skills
GAAP, Accounting, Auditing, Financial Reporting, Oil & Gas Accounting, Tax, US GAAP, General Ledger, Internal Controls, Tax Preparation, Corporate Tax, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Financial Analysis, Management, SEC Filings
Education
University of Pittsburgh 2004 — 2008
Bachelors of Science, Accounting and Finance
Baker Tilly Virchow Krause, LLP October 2014 - Present
ParenteBeard LLC January 2014 - October 2014
ParenteBeard LLC January 2011 - December 2013
ParenteBeard LLC September 2009 - January 2011
PricewaterhouseCoopers September 2006 - September 2009
Skills
CPA, SEC filings, US GAAP, Auditing, Financial Reporting, ESOP, Employee Benefits, Financial Statements, Sarbanes-Oxley Act
Education
University of Hartford 2006 — 2006
MSAT, Accounting
University of Hartford 2002 — 2006
BSBA, Accounting
Pearl Meyer & Partners April 2015 - Present
Pearl Meyer & Partners November 2013 - April 2015
NRG Energy June 2013 - November 2013
Tamerlane Global Services May 2012 - August 2012
ParenteBeard LLC January 2011 - August 2011
ParenteBeard LLC October 2008 - August 2011
Temple University March 2008 - October 2008
Mason School of Business November 2005 - February 2008
National Student Leadership Conference 2003 - 2005
Skills
Behavioral Interviewing, Excel, Access, SharePoint, Vlookup, Regression Testing, Research, MS Office Suite, Pivot Tables, Problem Solving, Data Analytics, Microsoft Excel, Microsoft Office, Recruiting, Marketing, Human Resources, Interviews, Event Planning, Onboarding, Talent Acquisition, Leadership, Strategy
Education
The College of William and Mary - The Mason School of Business 2011 — 2013
MBA, Business Administration and Management, General
The College of William and Mary 2001 — 2005
BS, Psychology
AmerisourceBergen March 2015 - Present
OpenSky Corp September 2013 - March 2015
Kodiak Systems December 2012 - August 2013
ParenteBeard LLC December 2008 - December 2012
Interactive Solutions, LLC August 2006 - December 2008
Grant Thornton, LLP July 2004 - August 2006
Lucent Technologies / International Network Services March 1999 - June 2004
Advanced Systems Consulting 1995 - 1999
Skills
SAS70, Sarbanes-Oxley Act, IT Audit, Enterprise Risk..., Information Security, COBIT, Sarbanes-Oxley, CRM, Auditing, Cloud Computing, Hosting, Active Directory, Log Management, Process Improvement, Business Process..., Strategic Planning, Business Continuity, Disaster Recovery, HIPAA, Security, Information Technology, Data Center, CISA, Information Security..., IT Management, Penetration Testing, IT Service Management, Network Security, Governance, Firewalls, Risk Management, IT Strategy, Vulnerability Assessment, CISSP, PCI DSS, Consulting, Leadership, Enterprise Architecture, ISO 27001, Application Security, IT Operations, Risk Assessment, Business Development, Computer Security, IT Outsourcing, ITIL, Professional Services, Security Audits, CISM, Enterprise Software
Education
University of Pittsburgh 1993 — 1997
ParenteBeard LLC 1999 - June 2014
United States Army - PA Army National Guard - U.S. Army Reserve May 1965 - October 1996
CAE-LINK CORPORATION 1968 - 1996
Skills
Accounting, Army, Financial Reporting, GAAP, CPA, SEC filings, Tax Research, Auditing, US GAAP, Sarbanes-Oxley Act, Partnership Taxation, Corporate Tax
Education
University of Scranton 1961 — 1965
CliftonLarsonAllen May 2014 - Present
ParenteBeard LLC January 2012 - April 2014
ParenteBeard LLC July 2006 - December 2011
Skills
Financial Statements, Non-profits, GAAP, Accounting, Auditing, Higher Education, Nonprofits, Financial Accounting, Income Tax
Education
University of Scranton 2002 — 2006
Bachelor of Science (BS), Accounting
EdgeMarc Energy Holdings, LLC May 2013 - Present
Alpern Rosenthal November 2011 - May 2013
Grossman Yanak & Ford LLP February 2010 - October 2011
ParenteBeard LLC July 2006 - February 2010
Skills
CPA, Oil & Gas Industry, Senior Living..., Non-profits, Accounting, Nonprofits, Internal Controls, US GAAP, Financial Reporting, Auditing, Sarbanes-Oxley Act, Tax Preparation, Tax
Education
University of Pittsburgh 2002 — 2006
BSBA, Accounting
ParenteBeard LLC 1977 - Present
Skills
CPA, GAAP, SEC filings, Tax, Corporate Tax, Tax Research, Tax Preparation, Auditing, Forensic Accounting, Financial Analysis, Partnership Taxation, Financial Reporting, US GAAP, Income Tax, Tax Accounting, Tax Returns, Accounting, Mergers & Acquisitions, S Corporations, Small Business, Internal Controls, Business Valuation, Assurance, Sarbanes-Oxley Act, Accountants, Financial Accounting, Revenue Recognition, Audits of Employee..., External Audit, Tax Advisory, Sarbanes-Oxley, General Ledger, Financial Statements, Internal Audit, FASB
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1969 — 1970
mba, Accounting and Finance
University of Scranton 1965 — 1969
bs, accounting
ParenteBeard LLC July 1983 - March 2012
Education
University of Scranton 1979 — 1983
BNY Mellon May 2015 - Present
BNY Mellon April 2014 - May 2015
BNY Mellon April 2013 - April 2014
BNY Mellon April 2012 - April 2014
BNY Mellon March 2011 - April 2012
The HDH Group May 2010 - March 2011
ParenteBeard LLC September 2008 - April 2010
Beard Miller Company LLP January 2008 - September 2008
Edwards Sauer & Owens August 2006 - January 2008
Invesmart August 2005 - August 2006
Skills
Accounting, Analysis, Financial Reporting, SOX, Financial Accounting, Audit, Financial Analysis, General Ledger, Cash Flow, Auditing, GAAP, Reconciliation, Quickbooks, Fixed Assets, Cash Management, Accruals, Variance Analysis, Excel, Consolidation, IFRS, Budgeting, US GAAP, Bookkeeping, Finance, Financial Statements, Account Reconciliation, Sarbanes-Oxley Act, Budgets, Microsoft Excel
Education
University of Pittsburgh 2003 — 2004
Accounting Certificate
University of Pittsburgh 1999 — 2002
BSBA, Finance
Washington and Jefferson College 1998 — 1999
Santora CPA Group August 2015 - Present
Experienced Tax Manager April 2015 - August 2015
Clifton Larson Allen February 2014 - April 2015
ParenteBeard LLC November 2011 - January 2014
National Business Institute November 2013 - November 2013
Grant Thornton LLP March 2011 - December 2011
LECG March 2010 - February 2011
SMART Business Advisory and Consulting September 2008 - March 2010
SMART Business Advisory and Consulting June 2006 - September 2008
Skills
Tax, State Tax, Audit Defense, Income Tax, Tax Research, Corporate Tax, Sales & Use Tax
Education
Widener University School of Law
Juris Doctor
University of Pittsburgh
Bachelor of Science, Business Administration; Accounting
Kroll September 2014 - Present
Sharer Petree Brotz & Snyder July 2010 - August 2014
ParenteBeard, LLC February 2009 - April 2010
KPMG August 2007 - February 2009
Skills
Forensic Accounting, Asset Tracing, Forensic Investigations, Chapter 11, Chapter 7, Bankruptcy, Fraud, Certified Fraud Examiner, Forensic Analysis, Financial Analysis, Financial Reporting
Education
The George Washington University
Masters of Accountancy
The George Washington University - School of Business 2002 — 2006
Bachelors of Accountancy, Accounting
Commack High School 1998 — 2002
Sikorsky Aircraft September 2012 - Present
Sunoco Logistics June 2012 - September 2012
Sunoco July 2008 - June 2012
ParenteBeard LLC 2005 - 2008
Skills
Auditing, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Analysis, Risk Analysis, Accounts Receivable, Account Reconciliation, SAP, General Ledger, Mentoring, Accounts Payable, Accruals, SOX, Audit, Executive Compensation..., LIFO Inventory, Operational Audits, Compliance Audits, Intercompany..., Travel & Expense...
Education
University of Pittsburgh
BSBA, Accounting
ParenteBeard LLC July 2004 - Present
First National Community Bank July 2003 - June 2004
Education
University of Scranton 1997 — 2004
Macquarie Group August 2014 - Present
Ernst & Young January 2012 - August 2014
ParenteBeard LLC July 2007 - January 2012
McGrail, Merkel, Quinn and Associates January 2006 - May 2006
Skills
CPA, Tax Research, US GAAP, Tax Accounting, SEC filings, Financial Services, Mutual Funds, Private Equity, Hedge Funds, Corporate Tax, Leadership, SEC Filings, Training, Sarbanes-Oxley Act, Financial Analysis, Accounting, Auditing, Internal Controls
Education
University of Scranton 2003 — 2007
BS, Accounting/Finance
Lasalle College High School 1999 — 2003
ParenteBeard LLC June 2006 - Present
The Siegfried Group May 2005 - August 2005
Education
University of Delaware 2002 — 2006
BS, Accounting
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Aon Benfield June 2014 - Present
ParenteBeard LLC August 2009 - May 2014
CNA June 2008 - August 2009
Illinois Department of Insurance August 2001 - June 2008
Skills
Auditing, Internal Controls, Internal Audit, Finance, CPA, Financial Audits, Business Process..., Microsoft Excel, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Accounting
Education
University of Illinois at Urbana-Champaign - College of Business 1998 — 2001
BA, Accounting
BDO USA, LLP June 2013 - Present
ParenteBeard LLC October 2009 - June 2013
Beard Miller Company April 2005 - September 2009
Radics & Co., LLC 1990 - 2005
KPMG January 1984 - May 1990
Sperduto Spector & Company February 1981 - December 1983
Skills
CPA, SEC filings, Auditing, GAAP, Tax, Accounting, Financial Reporting, Internal Controls, Tax Research, Sarbanes-Oxley Act, Financial Accounting, Banking, Mergers & Acquisitions, Accountants, SEC Filings, Financial Analysis
Education
University of Bridgeport 1976 — 1980
Bachelor of Science (B.S.), Accounting
State of Connecticut, Division of Criminal Justice April 2013 - Present
ParenteBeard LLC February 2013 - July 2014
State of Connecticut Judicial Branch June 2012 - April 2013
Presscott Associates, Ltd. February 2006 - December 2011
State of Connecticut, Division of Criminal Justice May 2011 - September 2011
University of Connecticut September 2010 - May 2011
Unitrin Data Systems February 2005 - January 2006
Kemper Auto and Home March 2004 - February 2005
Education
The University of Connecticut School of Law 2008 — 2012
JD, Law
University of Hartford 1999 — 2003
BSBA, MIS
Heartland Payment Systems October 2011 - Present
ParenteBeard LLC March 2007 - October 2011
Deloitte 2005 - 2007
Price Waterhouse Coopers July 2003 - October 2005
Skills
Financial Reporting, SEC reporting, Auditing, Internal Controls, GAAP
Education
The College of New Jersey 1999 — 2003
BS, Accounting
The College of New Jersey 1999 — 2003
District School Board of Pasco County July 2014 - Present
Tribridge November 2013 - November 2014
Tribridge August 2012 - November 2013
Webclients.net November 2010 - July 2012
Beard Miller Company September 2008 - November 2010
ParenteBeard LLC September 2008 - November 2010
Skills
GAAP, Accounting, General Ledger, Financial Reporting, Auditing
Education
University of Maine 2007 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Maine 2003 — 2006
Bachelor's degree, Accounting
The University of the Arts December 2011 - Present
ParenteBeard LLC September 2008 - December 2011
Skills
Accounting, Financial Analysis, GAAP, Financial Reporting, Auditing, Account Reconciliation, Higher Education, Internal Controls, Microsoft Excel, Endowment Funds, Journal Entries, General Ledger
Education
University of Pittsburgh 2004 — 2008
Bachelors of Science, Accounting and Economics
John Cabot University 2006 — 2006
Study Abroad
Asterion, Inc. December 2014 - Present
EisnerAmper LLP August 2012 - December 2014
Villanova University School of Law 2000 - December 2014
ParenteBeard LLC April 2002 - August 2012
Price Waterhouse Coopers January 1992 - April 2002
Skills
Intellectual Property, Expert Witness, Litigation Support, Valuation, Patents, Management Consulting, Economic Modeling, Patent Damages, Commercial Litigation, Economic Damages, Intellectual Property..., Trade Secrets, Arbitration, Litigation, Trademarks, Strategy, Dispute Resolution, Dispute, Consulting, Forensic Accounting, Licensing, Strategic Planning
Education
University of KwaZulu-Natal / University of Natal 1978 — 1981
Bachelor of Commerce (B.Com.) Honors in Economics, Economics and Business Adminisration
University of Maryland College Park
Masters and was a PhD candidate (completed all requirements except for dissertation), Economics
Pearl Capital Business Funding LLC August 2015 - Present
BDO USA, LLP August 2014 - August 2015
BDO USA, LLP July 2013 - July 2014
ParenteBeard LLC October 2009 - June 2013
Howard Komendant, CPA P.C. December 2008 - October 2009
Therapy Associates, LLC June 2006 - September 2008
Skills
Accounting, Tax, QuickBooks, Financial Reporting, Tax Preparation, Auditing, Income Tax, CPA, Corporate Tax, SEC filings, Tax Accounting, Tax Returns, Financial Statements, General Ledger, Tax Research, Financial Audits, Internal Controls
Education
Touro College 2006 — 2008
B.S., Accounting
Vision Benefits of America April 2014 - Present
BBL Fleet Leasing April 2013 - April 2014
ParenteBeard LLC January 2003 - March 2013
Skills
Financial Reporting, Assurance, CPA, US GAAP, Internal Controls, Accounting, Auditing, Tax, Financial Accounting, Corporate Tax, Income Tax, Tax Accounting, Tax Preparation, Financial Statements, General Ledger, Financial Analysis, External Audit
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2011
MS, Accounting
University of Pittsburgh 2000 — 2003
BSBA, Accounting
Syngenta October 2013 - Present
ParenteBeard LLC September 2012 - October 2013
Global Tax Management, Inc. March 2007 - September 2012
Exelon March 2004 - March 2007
KPMG US 2001 - March 2004
Skills
Income Tax, Tax Research, FIN 48, Tax Accounting, Tax, GAAP, International Tax, SEC filings, CPA, Tax Preparation, Sarbanes-Oxley Act, Partnership Taxation, Tax Advisory, US GAAP, SEC Filings
Education
University of Delaware - Lerner College of Business and Economics
BSAC, Accounting, International Business
Villanova University
MBA
ParenteBeard LLC January 2009 - Present
Education
University of Scranton 2006 — 2008
BS/MBA, Accounting
Villanova University 2004 — 2006
Accounting
Carpenter Technology May 2012 - Present
ParenteBeard LLC September 2009 - May 2012
WTAS May 2008 - August 2009
Rite Aid 2005 - 2008
AHOLD USA, INC 2001 - 2005
FCI 1999 - 2001
EY 1997 - 1999
New Holland North America 1996 - 1997
SKF 1990 - 1996
Skills
CPA, CMA, Tax, Tax Research, Tax Accounting, Corporate Tax, Income Tax, Accounting, Tax Advisory, SEC filings, US GAAP, Partnership Taxation, Tax Preparation, International Tax
Education
Penn State University- Harrisburg 1987 — 1989
Master of Business Administration (MBA), Business Administration and Management, General
University of Pittsburgh-Johnstown 1983 — 1987
BS, Business Economics/Accounting
Trinity High School 1979 — 1981
HS Diploma
University of Rochester August 2014 - Present
EFP Rotenberg, LLP June 2011 - August 2014
ParenteBeard LLC August 2006 - May 2011
Skills
Auditing, A-133, Accounting, CPA, GAAP, Microsoft Office, Financial Statements, Financial Reporting, US GAAP, General Ledger
Education
University of Scranton 2001 — 2007
MHA, Health/Health Care Administration/Management
ParenteBeard LLC January 1986 - Present
Baker Tilly Virchow Krause, LLP January 1978 - Present
Skills
Accounting, Auditing, Business Planning, Corporate Tax, Financial Accounting, Income Tax, Small Business, Tax Preparation, Business Valuation, Financial Reporting, Tax, CPA, Partnership Taxation, Corporate Governance, US GAAP, Financial Statements, GAAP, Tax Research, Tax Advisory, Internal Controls, Financial Analysis, Nonprofits
Education
University of Delaware 1974 — 1977
Bachelor of Science, Accounting and Economics
ParenteBeard LLC ManagerDeloitte & ToucheJuly 2000 - December 2007
Education
Thiel College 1997 — 2001
BA, Accounting, Business Administration
Fannie Mae November 2014 - Present
EY August 2013 - November 2014
The Siegfried Group October 2012 - August 2013
ParenteBeard LLC January 2011 - October 2012
Wheeler, Wolfenden & Dwares, P.A. June 2007 - December 2010
Skills
Accounting, Tax Preparation, GAAP, Financial Reporting, Auditing, CPA, Financial Analysis, Internal Controls, Financial Accounting, SEC filings, Corporate Tax
Education
University of Delaware - Lerner College of Business and Economics 2004 — 2008
Bachelor of Science (BS), Accounting
Dechert LLP October 2014 - Present
Penn Medicine (University of Pennsylvania Health System) May 2014 - October 2014
ParenteBeard LLC September 2012 - August 2013
Kirk, Summa & Co., LLP December 2006 - August 2012
Skills
Accounting, Payroll, Invoicing, Time Management, Accounts Payable, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word
Education
University of Phoenix 2013 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Allentown Business School 2003 — 2005
Specialized Business Degree, Accounting
ParenteBeard LLC November 2000 - Present
Skills
CPA, Auditing, US GAAP, Tax, SEC filings, GAAP
Education
University of Scranton 1970 — 1974
B. S., Accounting cum laude
ParenteBeard LLC September 2008 - Present
PricewaterhouseCoopers August 2004 - July 2008
Education
The University of Connecticut School of Business 2004 — 2005
Masters, Accounting
University of Connecticut 2000 — 2004
Sanofi Pasteur December 2013 - Present
Sanofi Pasteur September 2009 - December 2013
Sanofi Pasteur April 2005 - May 2009
BAE Systems May 1992 - September 2000
ParenteBeard LLC June 1989 - March 1992
Skills
Contract Management, Financial Analysis, Corporate Finance, Financial Reporting, Budgets, Contract Negotiation, Contract Negotiations, Budget Preparation, Proposal Management, GAAP, Employee Benefits, Compliance, Customer Service, General Ledger, HR Policies, Managerial Finance, Strategic Partnerships, Proposal Writing, Leadership, Management, Human Resources, Forecasting
Education
University of Scranton 1985 — 1989
BS, Accounting
Leadership Lackawanna
University of Scranton
University of Scranton
Spooky Nook Sports July 2013 - Present
ParenteBeard LLC January 2010 - May 2012
Morning Star Pregnancy Services, Inc. 2001 - 2012
Beard Miller Company LLC January 2008 - December 2009
World Kitchen, Retail Division 2007 - 2007
United Sleep Products 2001 - 2006
PwC 1998 - 2001
PricewaterhouseCoopers 1991 - 2001
Skills
Financial Reporting, Auditing, Accounting, Internal Controls, Finance, Managerial Finance, Budgets, Analysis, Leadership, Tax, Management, CPA, Financial Statements, Strategic Planning, ERP, Project Planning, Human Resources, Executive Management, Credit, GAAP
Education
University of Maryland College Park 1974 — 1978
Bachelor of Science (BS), Accounting
The Bonadio Group January 2015 - Present
The Bonadio Group March 2011 - January 2015
ParenteBeard LLC October 2001 - March 2011
ParenteBeard LLC October 2001 - February 2011
Carrier Corporation September 2000 - October 2001
Skills
Auditing, CPA, GAAP, US GAAP, Internal Controls, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Assurance, Financial Analysis
Education
The College of Saint Rose 1996 — 1999
Bachelor of Science (BS), Accounting
Gwynedd Mercy Academy High School August 2015 - Present
Saint Joseph's Preparatory School July 2010 - Present
The DePaul Catholic School September 2008 - June 2015
ParenteBeard, LLC July 2006 - May 2008
Skills
Algebra, Teaching, Classroom, Classroom Management, Curriculum Design, Staff Development, Higher Education, Curriculum Development, Educational Leadership, Tutoring
Education
LaSalle University
Masters, for Secondary Education - Science
University of Scranton
Bachelor of Science, Financial Accounting
Saint Joseph's Preparatory School
PricewaterhouseCoopers July 2015 - Present
Morgan Stanley July 2013 - Present
ParenteBeard LLC January 2011 - July 2013
Williams Lea June 2008 - August 2008
Pelosi Landscaping April 2005 - June 2007
Skills
Auditing, Financial Analysis, Strategic Financial..., Investments, Corporate Finance, Valuation, Finance, Equities, Financial Reporting, Accounting, Risk Management, Derivatives, CPA, SEC filings, Securities, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, Internal Controls, GAAP, General Ledger, Alternative Investments, Private Equity, Journal Entries
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science, Finance and Accounting
CFA Institute - Level II CFA Candidate
PepsiCo October 2014 - Present
ParenteBeard LLC February 2014 - October 2014
Invotex August 2013 - February 2014
Skills
Microsoft Excel, Data Analysis, Spanish, Social Media, Financial Analysis, Financial Modeling, Customer Service, Event Planning, Management, PowerPoint, Microsoft Word, Social Networking, Sales, Microsoft Office, Time Management, Leadership
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
University of Maryland College Park 2009 — 2013
Bachelor of Science (B.S.), Logistics, Materials, and Supply Chain Management
PwC July 2013 - Present
ParenteBeard LLC January 2011 - July 2013
Employers Insurance Group September 2008 - July 2010
Skills
IT Audit, Sarbanes-Oxley Act, Internal Audit, Governance, Business Process, Internal Controls, Auditing, Disaster Recovery, External Audit, SSAE 16, CISA, SOC 1, SAS70, COBIT, Information Technology, IT Governance, Enterprise Risk..., SSAE16, SOC 2, COSO 2013, Business Continuity...
Education
University of Nevada-Reno
Bachelor's degree, General Studies - Concentration in Information Systems and Computer Science
Freddie Mac July 2015 - Present
Freddie Mac March 2013 - June 2015
Deloitte & Touche August 2005 - March 2013
Deloitte 2006 - 2007
ParenteBeard LLC 2004 - 2005
Skills
US GAAP, External Audit, Financial Accounting, CPA, Sarbanes-Oxley, Consolidation, Transfers of Financial..., Impairment, Equity Method of...
Education
University of Pittsburgh 2001 — 2005
Talen Energy March 2015 - Present
BDO USA, LLP July 2013 - March 2015
ParenteBeard LLC October 2009 - June 2013
United States Navy November 1995 - February 2001
Artistic Greetings Inc. June 1991 - June 1994
Skills
Auditing, GAAP, Financial Statements, Financial Reporting, Accounting, SEC filings, Internal Controls, Tax, Financial Accounting, Tax Preparation, Income Tax, Sarbanes-Oxley Act, US GAAP
Education
DeSales University 2008 — 2010
Bachelor of Science (BS), Accounting
Tidewater Community College 2003 — 2005
Associates of Science, Business Administration
ParenteBeard LLC Financial Analyst InternJPMorgan ChaseJune 2012 - August 2012
ParenteBeard LLC January 2012 - April 2012
Engauge (US) June 2011 - August 2011
Education
University of Pittsburgh 2008 — 2013
Finance, Accounting
Baker Tilly Virchow Krause, LLP September 2014 - Present
ParenteBeard LLC June 2013 - August 2013
PwC January 2013 - April 2013
Education
University of Pittsburgh 2010 — 2014
Bachelor's Degree, Accounting
Brian T Kelly CPA & Associates January 2010 - Present
ParenteBeard LLC July 2004 - December 2009
ParenteBeard LLC May 2001 - June 2004
ParenteBeard LLC September 2000 - April 2001
Education
University of Scranton 1994 — 1998
Bachelor of Science (BS), Accounting