PwC Company
Industry: Company
DescriptionPricewaterhouseCoopers is a multinational professional services network headquartered in London, United Kingdom. PwC ranks as the second largest professional services firm in the world behind Deloitte, and is one of the Big Four auditors, along with Deloitte, EY and KPMG. Revenue: 41.3 billion USD (2018) Headquarters: London, United Kingdom Number of employees: 250,930 (2018) Founded: 1998 Subsidiaries: PricewaterhouseCoopers Private Limited, Strategy&,
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PwC Employees
PwC November 2013 - Present
Ernst & Young January 2013 - November 2013
PepsiCo July 2012 - January 2013
PwC October 2009 - July 2012
PwC June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Visio, Lotus Notes, SAP, Hyperion Enterprise, Hyperion HFM, Bloomberg Terminal, US GAAP, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Statements, Consolidation, Assurance, SEC filings, Financial Accounting, CPA, GAAP, SOX 404, Sarbanes-Oxley, Financial Audits, Big 4, Financial Statement..., General Ledger, Journal Entries, External Audit, Financial Services, 10Q, COSO, Consolidated Financial..., 10K, SEC Financial Reporting, Internal Audit, Variance Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2006 — 2009
Bachelor's degree, Accounting and Finance
Baruch College 2005 — 2006
Nomura June 2014 - Present
PwC September 2011 - June 2014
Silverstein interiors design 2010 - September 2011
Rosen Seymour Shapss Martin & Company LLP January 2011 - April 2011
Thompson and Company CPA April 2010 - July 2010
Global Arch, LLC 2010 - 2010
NetCost Market 2004 - 2008
Skills
Financial Reporting, Auditing, New York State..., Financial Analysis, Microsoft Excel, Accounting, GAAP, Financial Statements, US GAAP, Microsoft Word, Assurance, Tax, CPA, Internal Controls, Business Process, Accounts Receivable
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
Siberian Academy of Public Administration 2000 — 2004
BBA, Financial Management
PwC June 2014 - August 2014
Flushing Savings Bank May 2013 - August 2013
Hertz June 2012 - August 2012
Enterprize Future Entrepreneur Internship May 2012 - June 2012
Rubin & Rothman Attorneys at Law June 2009 - August 2011
Recovery Sports Grill January 2011 - May 2011
Skills
Microsoft Office, Customer Service, Facebook, PowerPoint, Microsoft Publisher, Access, Microsoft Word, Time Management, Financial Accounting, Finance, Microsoft Excel, Economics, Sales, Public Relations, Event Planning, Leadership, Public Speaking, Social Media
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Accounting
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Double Major in both Accounting & Finance/Marketing
Hauppauge High School 2006 — 2010
Ascend New York Metro Chapter August 2013 - Present
PwC October 2012 - Present
Ascend NYM August 2012 - August 2013
Ascend - Baruch June 2011 - May 2012
Price Waterhouse Coopers June 2011 - August 2011
Citi October 2009 - August 2010
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
MetLife February 2014 - Present
PwC December 2010 - February 2014
KPMG US August 2007 - March 2010
Schonfeld Group September 1999 - January 2007
American Stock Exchange June 1997 - May 1999
Skills
Internal Controls, GAAP, Financial Reporting, Big 4, Financial Statements, Revenue Recognition, Sarbanes-Oxley, Financial Analysis, External Audit, IFRS, Auditing, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Assurance, Finance, Accounting
Education
City University of New York-Baruch College - Zicklin School of Business 2003 — 2007
Master of Business Administration (MBA), Accounting
University of Notre Dame
Bachelor of Arts (B.A.), Economics
PwC July 2014 - Present
PwC July 2012 - June 2014
PwC January 2011 - April 2012
Skills
Corporate Tax, Accounting, Tax, Tax Accounting, Income Tax, Financial Accounting, US GAAP, Tax Returns, Internal Controls, Tax Preparation, GAAP, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
Master of Science (MS), Taxation
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
PwC June 2015 - August 2015
EY January 2015 - April 2015
Morgan Stanley January 2013 - October 2014
Starlite Media December 2012 - January 2013
PH Professional Services, Inc. June 2012 - December 2012
Stony Brook Univeristy - Department of Facilities Operations January 2012 - May 2012
Lutheran Senior Services September 2009 - April 2010
Skills
Excel, PowerPoint, Word, Outlook, QuickBooks, Lacerte, 1099 Preparation, Spreadsheets, Sales Tax, Payroll Taxes, Cash Receipts, Pivot Tables, Microsoft Excel, Access, Queries, Relational Data Modeling, Microsoft Word, Account Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Taxation
Baruch College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting
Stony Brook University 2010 — 2012
Bachelor of Science in Business Management, Accounting, Sophomore
Mitchell & Titus, LLP; Member Firm of Ernst & Young Global August 2007 - Present
UBS 2004 - 2007
PwC February 2001 - January 2004
Arthur Andersen LLP 1999 - 2001
Skills
Partnership Taxation, Corporate Tax, International Tax, Hedge Funds, State Tax, Real Estate, Private Equity, Talent Acquisition, Tax Accounting, Financial Services, Internal Audit, CPA
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Accounting
Citi September 2006 - Present
PwC September 2003 - August 2006
Skills
Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Corporate Finance, Banking, SEC filings, Financial Risk, Auditing, Accounting, Financial Services, Analysis
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Accounting
PwC July 2014 - Present
PwC November 2013 - June 2014
Rosen Seymour Shapss Martin & Company LLP January 2010 - October 2013
BDO USA, LLP January 2005 - August 2009
BDO LLP November 2008 - May 2009
Marks Paneth & Shron LLP August 2002 - December 2004
Skills
Financial Reporting, GAAP, Internal Controls, Auditing, US GAAP, CPA, Sarbanes-Oxley Act, Financial Statements, Accounting, External Audit, Financial Audits
Education
Baruch College 2011 — 2012
Master of Science (M.S.), Taxation
Baruch College 1996 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
P12 Advisors September 2013 - Present
Akcelerant Advisors, LLC November 2012 - August 2013
CorePROFIT Solutions December 1999 - November 2012
PMG Systems January 1999 - December 1999
Oracle 1997 - 1999
SAP America 1995 - 1997
The Dodge Group 1992 - 1995
PwC 1989 - 1992
Skills
Strategic Planning, Cost Management, Increased Profitability, Customer Profitability, Process Efficiency, Product Design, Branch Profitability, Product Profitability, Product Pricing, Leadership, Pricing, Team Building, Executive Management, Financial Analysis, Profitable, Business Strategy, CRM, Strategic Financial..., Banking, Mergers & Acquisitions, Management, Risk Management, Financial Services, Strategy, Business Process..., Management Consulting, Analytics, Analysis, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1977 — 1982
BA, English Literature
Baruch College, City University of New York (CUNY)
Prudential Financial December 2014 - Present
Prudential Financial October 2011 - November 2014
PwC August 2004 - October 2011
Merrill Lynch February 2003 - July 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, US GAAP, Statutory Accounting, Internal Controls, GAAP, Financial Accounting, SEC Filings, Sarbanes-Oxley
Education
Baruch College 2000 — 2004
BBA, Accounting
PwC September 2014 - Present
Crowe Horwath LLP January 2014 - September 2014
Credit Suisse November 2012 - December 2013
Goldstein Capital Corp. August 2012 - November 2012
Columbia University June 2012 - July 2012
Skills
QuickBooks, Bloomberg, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Philosophy
Colegio de España 2013 — 2013
Spanish Culture and Elementary Spanish (Winter 2012-2013)
PwC January 2015 - Present
Grassi & Co. September 2014 - January 2015
Rosen Seymour Shapss Martin & Company LLP January 2012 - August 2014
Skills
Financial Accounting, General Ledger, Accounting, GAAP, Financial Reporting, US GAAP, CPA, Tax, Financial Statements, QuickBooks, Account Reconciliation, Bookkeeping, Tax Preparation, Tax Accounting, Fixed Assets, Corporate Tax, Journal Entries, Partnership Taxation, Bank Reconciliation, External Audit, Microsoft Excel, Financial Audits, ProSystem fx Tax, Small Business, Accountants, Tax Returns, Auditing, Financial Analysis, Microsoft Word, Microsoft Office
Education
Baruch College 2010 — 2011
Masters, Accounting
SUNY Albany 2006 — 2010
Bachelors, Accounting
PwC September 2015 - Present
Research Foundation of CUNY June 2015 - August 2015
Baruch College August 2014 - June 2015
PwC June 2014 - August 2014
Student Academic Consulting Center (SACC) May 2013 - May 2014
Weissman Center For International Business July 2013 - January 2014
Student Academic Consulting Center (SACC) February 2013 - January 2014
Student Academic Consulting Center (SACC) October 2012 - February 2013
Skills
Access, Microsoft Word, PowerPoint, Microsoft Excel, Financial Accounting, Reuters 3000, Bloomberg Software, Internal Revenue Code, Stata, Cost Accounting, US GAAP, GAAS, Auditing, Teaching, R
Education
Baruch College, City University of New York (CUNY) 2014 — 2015
Master's Degree, Accounting
Baruch College, City University of New York (CUNY) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting, Summa Cum Laude
PwC Tax InternPwCJune 2013 - August 2013
Yeshiva University, Sy Syms School of Business October 2011 - May 2013
Alperstein, CPA July 2012 - August 2012
Weiser Construction, Inc June 2008 - August 2011
Ventura Kosher Meats Corporation June 2009 - August 2009
Skills
QuickBooks, Microsoft Excel, Tax Preparation, Leadership, Microsoft Word, PowerPoint, Financial Statements, Analysis, Access, Public Speaking, Pro Series, Peer Tutoring, Mentoring, Bank Reconciliation, Helping Clients Succeed, Tax Research, Income Tax, Payroll
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
Master of Taxation, Tax Law/Taxation, GPA: 3.97
Yeshiva University, Sy Syms School of Business 2008 — 2013
Bachelor of Science, Accounting, Overall GPA: 3.93
PwC January 2012 - Present
PricewaterhouseCoopers LLP October 2004 - April 2011
Coopers & Lybrand 1987 - 1997
Skills
Project Planning, HR Strategy, Human Capital Management
Education
Baruch College
MBA
Washington University in St. Louis
BA, Psychology, Magna Cum Laude
Select Equity Group, L.P. September 2013 - Present
PwC September 2011 - September 2013
Credit Suisse AG June 2010 - August 2010
PricewaterhouseCoopers LLP February 2010 - April 2010
KKR Financial Services Company LLC August 2009 - December 2009
BET May 2009 - August 2009
Skills
Detail Orientation, Responsibility, Organizing, Accounting, Financial Reporting, Tax, Financial Modeling, Financial Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Buiness Administration, Accounting
Citi April 2014 - Present
Capital One October 2012 - April 2014
eDelta Consulting November 2008 - October 2012
Crawford & Company August 2007 - November 2008
American International Group September 2004 - August 2007
Morgan Taylor & Associates December 1990 - September 2004
PwC December 1988 - December 1990
Skills
Risk Management, Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Accounting, Finance, Capital Markets, Fixed Income, Derivatives, Equities, Financial Services, Structured Finance, Financial Analysis, Asset Management, Private Equity, Investment Banking, Hedge Funds, Portfolio Management, Credit, Enterprise Risk..., Securities, Financial Modeling, Operational Risk, Operational Risk..., Banking, Credit Risk, Investment Management, Wealth Management
Education
City University of New York-Baruch College 1983 — 1988
BBA, Accounting
BDO USA, LLP February 2015 - May 2015
Permal Group December 2014 - February 2015
FTI Consulting February 2014 - May 2014
Akris June 2013 - August 2013
Wells Fargo June 2013 - June 2013
PwC September 2011 - December 2011
Skills
Microsoft Excel, Accounting, Accounts Payable, Microsoft Word, PowerPoint, Customer Service, Accounts Receivable, Outlook, Teamwork, Tax Preparation, Communication, Highly detail oriented, Vlookup, GoSystems
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration (BBA), Accounting/150 credits CPA eligible
PwC October 2014 - Present
PwC May 2013 - August 2013
BDO USA, LLP June 2012 - August 2012
OppenheimerFunds June 2011 - August 2011
Skills
Financial Statements, Microsoft Excel, Microsoft Office, PowerPoint, Auditing, Accounting, Financial Analysis, Microsoft Word, Research, Internal Controls, Financial Risk, SEC filings
Education
University of Michigan Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting, 3.33
City University of New York-Baruch College - Zicklin School of Business 2013 — 2015
Master of Science (M.S.), Accounting
Take-Two Interactive Software, Inc. January 2014 - Present
PwC January 2000 - January 2014
Bear Stearns June 1999 - December 1999
Skills
Partnership Taxation, Tax Accounting, Private Equity, Banking, Corporate Tax Planning, Tax Returns, Corporate Tax
Education
Fordham University 2002 — 2006
Master of Business Administration (M.B.A.), Finance, General
Baruch College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
PwC July 2014 - Present
Habitat For Humanity of Putnam County April 2013 - Present
American Cancer Society September 2011 - Present
PwC July 2012 - June 2014
Blimpie International May 2008 - July 2012
The Lamron July 2010 - June 2011
DeMott & Smith February 2011 - April 2011
The Lamron July 2009 - June 2010
DeMott & Smith January 2010 - April 2010
Subway June 2006 - October 2006
Skills
AP Style, Audit Support, Corporate Tax, Editing, Press Releases, Research, Accounting, InDesign, Financial Reporting, Fixed Assets, Fixed Asset Depreciation, Cost Segregation, Leasing, Tax Preparation
Education
City University of New York-Baruch College - Zicklin School of Business 2011 — 2012
M.S., Taxation
State University of New York College at Geneseo 2007 — 2011
B.S., Accounting
PwC August 2012 - Present
Skills
MS Office Suite, MS Project, Quickbooks, ACL, Bloomberg Terminal, Reuters, Adobe Acrobat, Photoshop, Captivate, QuickBooks, Microsoft Office, Access Lists, Account Reconciliation, Access, Microsoft Excel, Accounting, Accounts Payable, Lotus Notes, Data Analysis, Auditing, Outlook, Budgets, Internal Controls, Forecasting, US GAAP, Corporate Finance, Financial Analysis, Financial Reporting
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MBA, Accounting and Finance
PwC June 2011 - Present
Colgate Palmolive June 2010 - June 2011
Zicklin School of Business, Baruch College, CUNY August 2009 - May 2011
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Taxation
Binghamton University - School of Management
BS, Accounting
Karl Storz Endoscopy September 2014 - Present
POM Wonderful November 2012 - September 2014
POM Wonderful April 2012 - November 2012
The Financial Clinic 2011 - 2012
PwC 2007 - 2011
Skills
Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Corporate Finance, Budgets
Education
Baruch College, City University of New York (CUNY) 2006 — 2007
MS, Taxation
Shanghai University 2005 — 2006
Study Abroad, Business in Contemporary China
Baruch College, City University of New York (CUNY) 2002 — 2006
BA, Accounting
Bronx Science
Deloitte August 2015 - Present
Deloitte January 2013 - Present
PwC July 2011 - January 2013
Port Authority of NY & NJ June 2010 - May 2011
HSBC Global Technology August 2006 - July 2009
Skills
C++, C, COBOL, CICS, Programming Languages, Risk Management, Finance, Financial Modeling, Access, VBA, SQL, Financial Analysis, Corporate Finance, Business Analysis, SDLC, Microsoft Excel, Visio, Sarbanes-Oxley Act, Project Management, Internal Controls, Requirements Gathering, Process Improvement, Internal Audit, Enterprise Risk..., SAP, Auditing, Requirements Analysis, CRM, Financial Risk, Leadership, Analysis, Business Process..., Business Process
Education
Baruch College, City University of New York (CUNY) 2009 — 2011
MBA, Finance and Computer Information Systems
Ramrao Adik Institute of Technology 2002 — 2006
B.E., Electronics
PwC July 2007 - Present
Time Warner Inc. July 2006 - July 2007
Viacom 2004 - 2004
Skills
Financial Services, Asset Management, Partnership Tax Returns, International Tax, Microsoft Excel, Tax, Tax Preparation, Corporate Tax, Income Tax, Financial Reporting
Education
City University of New York-Baruch College
PwC June 2015 - September 2015
PwC January 2015 - April 2015
JPMorgan Chase June 2014 - January 2015
Delphi Capital Management March 2014 - June 2014
Internal Revenue Service February 2014 - April 2014
Lydell Jewelry Design Studio LLC August 2013 - January 2014
Borough of Manhattan Community College--Financial Aid Office September 2012 - December 2012
Skills
Data Entry, Microsoft Word, Sales, Microsoft Excel, Customer Satisfaction, QuickBooks, Outlook, Payroll, Accounting, Lotus Notes, OneSource, General Ledger, Account Reconciliation, Item Image System, TaxWise, CCH ProSystem fx, SAP Business Objects, Sales Tax
Education
Baruch College, City University of New York (CUNY) 2015 — 2016
Master of Science (M.S.), Tax Law/Taxation
Baruch College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Accountancy, GPA: 4.0/4.0
PwC January 2013 - Present
Skills
Accounting, Auditing, Tax Research, CPA, Internal Controls, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Valuation, QuickBooks, Microsoft Excel, Risk Management, Management Consulting, PowerPoint, Fund Accounting, Equities
Education
Baruch College 2011 — 2012
Master's of Science, Taxation
University of Maryland College Park 2007 — 2011
Bachelor of Science, Accounting and Information Systems
HKO Group 2015 - Present
Legacy Builders Developers Corp 2015 - 2015
Urban Realty 2014 - 2015
Dream Home June 2013 - May 2014
Monmouth Custom Builders 2014 - 2014
PwC 2012 - 2012
PwC 2011 - 2011
Skills
Microsoft Excel, Sales, Accounting, Inventory Management, Merchandising, Financial Statements, Customer Service, Auditing, Quickbooks, Financial Analysis, Financial Accounting, Warehouse Management, Negotiation, Marketing Strategy, Sales Management, International Sales, Sales Presentations, Wholesale, Key Account Management, Product Development, Textiles, Outlook, Catalogs, Construction Management, Subcontractor...
Education
Baruch College, City University of New York (CUNY) 2014 — 2014
Continuing Education, Real Estate
City University of New York-Brooklyn College 2009 — 2012
Bachelor of Science (150 Credits), Accounting
Lorenzo de' Medici 2011 — 2011
Studied Abroad, Super Intensive Italian
GSI Group May 2015 - Present
Sapient Corporation July 2013 - May 2015
PwC January 2011 - July 2013
EisnerAmper LLP April 2007 - December 2010
Miller Ellin & Company LLP January 2003 - April 2007
Wei, Wei & Co LLP August 1997 - April 2002
Education
Hofstra University 2001 — 2004
BBA, Accounting, 3.7
Baruch College, City University of New York (CUNY) 1998 — 2002
MST, Taxation, 3.7
PwC July 2015 - Present
PwC July 2013 - Present
PwC January 2011 - June 2013
CBS Corporation July 2010 - March 2011
Skills
Microsoft Office, Lotus Notes, Tax, Quickbooks, Word, Tax Compliance, Corporate Tax, Income Tax, Partnership Taxation, Excel, Tax Accounting, Microsoft Excel, Financial Reporting, US GAAP, QuickBooks
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2010
Master of Science, Accounting
National University 2006 — 2008
Master of Business Administration, Management
Citi June 2014 - December 2014
PwC September 2011 - November 2013
Jones Day March 2010 - September 2011
National Grid March 2008 - January 2009
Greenberg Traurig, LLP March 2006 - June 2007
Skills
Records Management, Document Management, Outlook, Management, Quality Assurance, Access, Office Management, Software Documentation, Microsoft Office, Information Management, Customer Service, PowerPoint, System Administration, Administrative..., Microsoft Word, Troubleshooting, Lotus Notes, Risk Management, Customer Relations, Administration, Archiving, Research, Compliance, Microsoft Excel, Records, Word, Excel, Problem Solving, Strategic Planning, Documentation, Knowledge Management, Team Building, Inventory Management, Archer, Share Point, Compliance Analyst, SharePoint
Education
CUNY Hostos Community College 2015 — 2017
Office Management and Supervision
Baruch College 1999 — 2000
Laguardia Community College 1995 — 1998
AAS, Computer Operations
Societe Generale Corporate and Investment Banking July 2015 - Present
PwC January 2013 - July 2015
JPMorgan Chase February 2012 - August 2012
New York City Council September 2009 - December 2009
Morgan Stanley March 2008 - November 2008
Skills
Alternative Investments, Investment Management, Hedge Funds, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Equities, Bloomberg, Portfolio Management, Mergers & Acquisitions, Deals, Market Research, Business Development, Business Strategy
Education
Harvard University 2010 — 2012
Masters, Finance & Management, Dean's List for Academic Achievement
Baruch College, City University of New York (CUNY) 2004 — 2009
Bachelors, Finance & Investments
Unum June 2015 - Present
Sun Life Financial May 2014 - May 2015
Sun Life Financial February 2013 - May 2014
Sun Life Financial July 2010 - February 2013
Sun Life Financial August 2008 - July 2010
New York Life Insurance Company June 2001 - July 2008
PwC June 2000 - June 2001
Skills
Actuarial Science, Financial Reporting, Insurance
Education
Baruch College 1997 — 2000
Bachelors, Mathematics
J.D JEUNE CPA, P.C June 2011 - Present
JD Financial Group Inc February 2009 - Present
PwC January 2006 - August 2008
PriceWaterhouseCoopers LLP January 2006 - August 2008
Milso Industries Inc August 2004 - December 2005
Education
2005 Baruch College 2003 — 2005
Bachelor of Business Administration, B.B.A, Accounting
Baruch College, City University of New York (CUNY) 2003 — 2005
B.B.A, Accounting
PwC October 2010 - Present
Loeb and Troper November 2009 - October 2010
Morgan Stanley September 2008 - September 2009
RSM McGladrey September 2005 - September 2008
Computer Managers, Inc. May 1998 - August 2004
Skills
Talent Management, Talent Acquisition, Employee Relations, Onboarding, Human Resources, Management, Performance Management, Employee Benefits, HR Policies, Leadership, Deferred Compensation, Recruiting, Succession Planning, HRIS, College Recruiting, Employee Engagement, Personnel Management, Talent Development, Employment Law, Career Development..., Compensation & Benefit
Education
Baruch College, City University of New York (CUNY) 2000 — 2005
MBA, Management/Organizational Development
Pace University
BA, Psychology
PwC January 2015 - Present
FTI Consulting October 2012 - January 2015
SNH, CPA P.C. December 2010 - October 2012
Child Sight Foundation / Volunteer for Peace September 2009 - October 2009
KPMG February 2008 - August 2009
United Federation of Teachers July 2005 - December 2007
Skills
Tax, Auditing, Financial Reporting, QuickBooks, Corporate Tax, Financial Analysis, US GAAP, Photography, GoSystems, High Net Worth..., ProSeries, Due Diligence, REIT, Prosystem fx Engagement, Engagement CS, MS Office Suite, SALT
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
BBA, Accounting
PwC August 2015 - Present
Flynn Family Office (FFO) June 2014 - February 2015
Citi August 2011 - May 2013
Skills
Banking, Credit, Loans, Retail Banking, Credit Analysis, Commercial Banking, Financial Analysis, Portfolio Management, Mortgage Lending, Credit Risk, Cash Management, Consumer Lending, Credit Cards, Cross Selling, Investments, Financial Services, Financial Modeling, Finance, Risk Management, Financial Risk
Education
City University of New York-Baruch College 2003 — 2008
Bachelor of Science (BS), Psychology
PwC January 2015 - July 2015
PS Business Management, LLC May 2012 - December 2014
Bell & Company, CPA's PC February 2011 - January 2012
Skills
ProSystem Global fx, BNA Income Tax Planner, Corporate Tax, Partnership Taxation, QuickBooks, Financial Accounting, Account Reconciliation, Tax Accounting, Tax Research, Microsoft Office
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance
Accenture June 2015 - Present
PwC June 2014 - June 2015
Deloitte June 2012 - May 2014
Comptroller of the Currency June 2005 - June 2012
JP Morgan Chase January 2000 - June 2005
Sumitomo Mitsui Banking Corporation June 1997 - December 1999
Baruch College June 1994 - January 1999
Value Line June 1990 - December 1993
Skills
R Programming &..., Computational Statistics, Bayesian statistics, Banking Supervision, Basel II, Applied Econometrics, Stochastic Processes, Credit Risk, Economic Capital, Enterprise Risk..., Market Risk, VBA Programming, Mathematica, Financial Markets, Financial Modeling, Scientific Word / LaTex, Risk Aggregation, Stress Testing, Matlab, SAS, VBA, Financial Risk, Econometrics, Valuation, Banking Law, Risk Management
Education
City University of New York-Baruch College - Zicklin School of Business 1994 — 2001
PhD, Finance / Program in Economics & Finance / Zicklin School of Busines
City University of New York-Baruch College - Zicklin School of Business 1994 — 1996
Master of Philosophy (MPhil), Business
Stony Brook University 1992 — 1994
MA, Mathematical Economics
Stony Brook University 1990 — 1991
Master's Degree, Applied Mathematics and Statistics, 3.84
State University of New York at Stony Brook 1986 — 1990
Bachelor of Science, Engineering Science, 3.64
Stuyvesant High School 1982 — 1986
Regents Diploma, Mathematics and Science
Horace Mann Lower School 1980 — 1982
Not Applicable
Self Employed December 2014 - Present
PwC December 2014 - June 2015
Columbia University in the City of New York April 2013 - December 2014
KPMG LLP January 2010 - April 2013
Ernst & Young LLP January 2008 - April 2009
RCN October 2001 - December 2007
Skills
Revenue Recognition, Fixed Assets, Strategic Financial..., Tax, General Ledger, GAAP, External Audit, SEC filings, Account Reconciliation, Due Diligence, IFRS, US GAAP, Hyperion Enterprise, Managerial Finance, Cash Flow, Accounts Payable, CPA, Great Plains Software, Accounting, Internal Audit, Internal Controls, Sarbanes-Oxley, SOX 404, Financial Accounting, Consolidation, Payroll, Financial Statements, Financial Audits, Sarbanes-Oxley Act, Cost Accounting, Finance, QuickBooks, Variance Analysis, Auditing, Financial Reporting, Microsoft Excel, Forecasting, Assurance, Accounts Receivable, PeopleSoft, SAS70, Enterprise Risk..., Financial Analysis, Corporate Tax, Cash Management, Income Tax, COSO, Tax Preparation, Tax Accounting, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor's of Business Administration, Accounting
PwC January 2015 - Present
AMC Networks May 2013 - September 2014
Aegean Management September 2011 - May 2013
Skills
Marketing, Finance, PowerPoint, Event Planning, Time Management, Group Development, Social Media Marketing, Final Cut Pro, Budgets, Payroll, Group Training, Real Estate, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor's degree, Accounting
Enel North America, Inc. VP Corp DevelopmentG.O Holdings Mgmt, IncJanuary 1985 - February 1987
PwC February 1975 - December 1984
Skills
Energy, Renewable Energy, Wind, Project Finance, Energy Efficiency, Strategic Planning, Solar Energy, Power Generation, Cleantech, Energy Policy, Alternative Energy, Sustainable Energy, Commodity Markets, Energy Management, Photovoltaics, Smart Grid, Geothermal, Energy Markets, Natural Gas
Education
Baruch College 1970 — 1975
BBA, Accounitng with honors
PwC August 2014 - Present
Prager Metis CPAs, LLC January 2014 - August 2014
Friedman LLP January 2011 - August 2013
Baila Society February 2009 - November 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Financial Reporting, Auditing, Financial Accounting, Accounting, Teamwork, Financial Statements, Access, Accounts Receivable, Budgets, Finance, Financial Modeling, GAAP, Tax, Tax Preparation
Education
City University of New York-Hunter College 2013 — 2014
Master of Science (MS), Accounting
City University of New York-Baruch College - Zicklin School of Business 2007 — 2012
Bachelor of Science (BS), Accounting
Columbia University in the City of New York March 2014 - Present
Columbia University January 2012 - Present
Ports America April 2003 - November 2011
Little Scoops January 2007 - March 2010
Fortis Investments January 2002 - April 2003
PwC July 2000 - December 2002
New York Presbyterian Hospital November 1999 - July 2000
AXA Equitable August 1996 - December 1999
Skills
Budgets, Customer Service, Deferred Compensation, Defined Benefit, ERISA, Employee Benefits, Employee Relations, FMLA, HRIS, Human Resources, Interviews, Leadership, Management, Microsoft Office, New Hire Orientations, Onboarding, Payroll, PeopleSoft, Performance Management, Personnel Management, Recruiting, System Administration, Training
Education
Columbia University in the City of New York
Master's Degree, Strategic Communications
City University of New York-Baruch College 1988 — 1993
Bachelor's Degree, Business Communications, 3.5
The Mary Louis Academy 1984 — 1988
High School, Academics
PwC May 2014 - Present
Deloitte September 2011 - April 2014
Poten & Partners September 2008 - June 2011
Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, Internal Audit, Enterprise Risk..., External Audit, US GAAP, Sarbanes-Oxley, SEC filings, Consolidation, Big 4, IFRS, Assurance
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
Master of Science (MS), Accounting
City University of New York-Baruch College 2004 — 2009
Bachelor of Science (BS), Internal Auditing/ Accounting
Comet Global Consulting July 2013 - Present
American Express May 2008 - July 2013
American Express January 2006 - May 2008
PwC July 2001 - December 2005
Skills
•Analytics & Metrics..., •Marketing Management..., Credit Cards, Analytics, Relationship Management, Risk Management, SAS, Business Analysis, Financial Services, Financial Modeling, Financial Analysis, Credit Risk, Marketing, Portfolio Management, Cross-functional Team..., Database Marketing, Process Improvement, Leadership, CRM, Strategy, Analysis, Data Analysis, Segmentation, Business Intelligence, Competitive Analysis
Education
City University of New York-Baruch College - Zicklin School of Business 2010 — 2013
MBA, Marketing
Binghamton University - School of Management 1997 — 2001
Bachelor of Science (BS), Management Information Systems, General
Ivory Capital June 2007 - Present
M. Safra & Co. September 2005 - June 2007
Goldman Sachs May 2003 - February 2005
Golub Capital 2005 - 2005
PwC 2001 - 2003
Skills
Alternative Investments, Equities, Financial Modeling, Fixed Income, Hedge Funds, Private Equity, Valuation, Bloomberg, Accounting, Capital Markets, Investments, Due Diligence, Portfolio Management, Derivatives
Education
Baruch College
MBA, Finance
Hofstra University
BBA, Accounting
LG Tax Service, Inc. September 2003 - Present
Deloitte & Touche August 1999 - November 2002
PepsiCo September 1996 - August 1999
KPMG US October 1993 - September 1996
PwC September 1991 - October 1993
Skills
Corporate & Individual..., Tax Accounting, Tax Preparation, Business License, Incorporation Services, Tax Audit Representation, Tax Returns, Partnership Taxation, S Corporations
Education
Baruch College 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accountancy, 3.2 GPA / 3.5 Accounting GPA
PwC July 2013 - Present
PwC Consulting June 2012 - August 2012
Goldman Sachs July 2008 - June 2011
KBC Financial Products June 2006 - May 2008
Skills
Derivatives, Credit Derivatives, Credit, Settlement, Bloomberg, Valuation, Fixed Income, Trading, Equities, Banking, Financial Modeling, Capital Markets, Investment Banking, Financial Services, Private Equity
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
City University of New York-Baruch College - Zicklin School of Business 2004 — 2008
BBA, Finance & Investments
Oxford University, New College 2006 — 2006
International Finance
Townsend Harris High School 2000 — 2004
High School
ZocDoc September 2014 - Present
PwC July 2014 - September 2014
PwC September 2011 - June 2014
WZO September 2008 - August 2011
AXA Advisors 2008 - 2008
Skills
Microsoft Excel, PowerPoint, Auditing, Microsoft Word, Microsoft Office, Strategic Planning, Public Speaking, Financial Accounting, Accounting, Internal Controls, SOX Compliancy, Sarbanes-Oxley, Internal Audit, risk assurance, Assurance, US GAAP, Financial Reporting, Data Analysis, External Audit, Big 4, COSO, Sarbanes-Oxley Act
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2011
MS, Accountancy, 3.98
City University of New York-Brooklyn College 2003 — 2007
BA, TV & Radio, Minor: Marketing, 3.95
ANN INC. September 2014 - Present
Pi Beta Phi (Volunteer) January 2010 - Present
Ann Taylor June 2010 - September 2014
IBM October 2001 - April 2010
PwC March 1999 - October 2001
Vanstar 1997 - 1999
Cheyenne Software 1995 - 1997
Skills
Business Analysis, Project Management, Integration, Management, Project Planning, PMO, Team Leadership, Customer Service, Leadership, Team Building, Vendor Management, Process Improvement, Program Management
Education
Baruch College, City University of New York (CUNY) 2001 — 2004
MBA, Computer Information Systems
The University of Connecticut School of Business 1993 — 1997
BS, Management Information Systems
PwC October 2014 - Present
PwC January 2014 - April 2014
Miller & Cusenza CPA’ PC February 2013 - May 2013
Eastern Accounting & Tax Co December 2012 - January 2013
T & E Stores, INC August 2012 - December 2012
Skills
QuickBooks, Journal Entries, Microsoft Excel, Tax, Auditing, Financial Statements, Microsoft Word, ProSeries, Bookkeeping, Accounts Payable, Invoicing, Financial Reporting, Budgets, Assurance
Education
City University of New York-Baruch College 2011 — 2013
Bachelor of Business Administration (BBA), Accounting
PwC 1987 - Present
Skills
Expatriate Tax, Tax, Income Tax, Corporate Tax, International Tax, Management, Tax Advisory, Accounting, Big 4, Tax Accounting, Mergers & Acquisitions, Payroll, Due Diligence, Sales Process, Direct Sales, Marketing Strategy, Proposal Writing, Proposal Support, Value Propositions, Proposal Leadership, Sales Coaching
Education
Baruch College 1988 — 1992
Accounting
The George Washington University 1982 — 1986
BA, English Literature
Global Partners, LP - Alliance Energy Gasoline Division July 2014 - Present
Perry Capital February 2013 - April 2014
Scopia Capital January 2012 - December 2012
PwC September 2010 - January 2012
Baruch College August 2008 - October 2010
PricewaterhouseCoopers June 2009 - August 2009
Bayrock Group, LLC May 2006 - June 2008
Kresge, Platt & Abare Pllc January 2005 - December 2005
Geramatic Oy January 2002 - December 2002
Skills
Accounting, CPA, Financial Modeling, Financial Reporting, Financial Accounting, US GAAP, Financial Statement..., Financial Analysis, Internal Controls, Hedge Funds, Sarbanes-Oxley Act, QuickBooks, Auditing, Asset Managment, Equities, GAAP, Valuation
Education
Baruch College, City University of New York (CUNY) 2008 — 2010
MBA, Finance
Flagler College 2003 — 2006
BA, Accounting
Warner Bros. Entertainment Group of Companies December 2013 - Present
PwC February 2006 - November 2013
Skills
International Tax, Corporate Tax, Tax, Tax Advisory
Education
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
MS, Taxation
Baruch College, City University of New York (CUNY) 2005 — 2006
MS, Accountancy
PwC July 2013 - Present
Morgan Stanley May 2009 - June 2011
Morgan Stanley June 2007 - May 2009
Skills
Business Analytics, Regulatory Compliance, Management Consulting, Project Management, Operations Management, Data Analysis, Business Strategy, Finance, Financial Analysis, Risk Management, Strategy, Capital Markets, Process Improvement, Client Relations, FX Operations, Banking, Trading, FX Options, Financial Modeling, Financial Risk, CCAR, Enterprise Risk...
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Finance
Baruch College 2003 — 2007
BBA, Finance and Investments
PwC December 2005 - Present
Riker Danzig Scherer Hyland & Perretti LLP 2002 - 2005
Arthur Andersen & Co. August 1997 - May 2000
Skills
Due Diligence, Commercial Litigation, Litigation, Auditing, Mergers & Acquisitions, SEC filings, Internal Controls, Sarbanes-Oxley Act, Enterprise Risk..., Big 4, Accounting, Financial Analysis, Corporate Finance, External Audit, Financial Reporting, CPA, Internal Audit, US GAAP, Risk Management, Corporate Law, Management Consulting, Financial Accounting, IT Audit, Sarbanes-Oxley
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2003
JD, Law
City University of New York-Baruch College 1994 — 1997
BBA, Accounting
PricewaterhouseCoopers Partner: Risk Assurance Leader, So Cal/Phoenix/LVPwCFebruary 2011 - Present
PwC July 2007 - June 2011
PwC July 1998 - June 2007
Skills
Sustainability, Internal Controls, Internal Audit, Risk and Controls, Information technology..., Sarbanes-Oxley, Third Party Assurance
Education
Baruch College, City University of New York (CUNY) 1986 — 1988
PwC September 2015 - Present
PricewaterhouseCoopers October 2008 - August 2015
PricewaterhouseCoopers November 2006 - October 2008
Bloomberg June 2004 - August 2005
Education
Rider University 2002 — 2006
BSBA, Finance
Baruch College, City University of New York (CUNY) 2007 — 2007
Non-Degree, Accounting
PWC
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
IAC 2007 - Present
PwC January 2003 - December 2006
Education
City University of New York-Baruch College - Zicklin School of Business 2001 — 2003
Bachelor of Business Administration (B.B.A.)
PwC January 2007 - Present
PepsiCo August 2007 - 2013
Skills
Change Management, PeopleSoft, Data Analysis, Talent Management, Microsoft Excel
Education
Binghamton University 2002 — 2006
BS, Management, Finance
Baruch College, City University of New York (CUNY)
MS in Industrial and Organizational Psychology
PwC October 2013 - Present
Daniel & Associates January 2008 - Present
Murray & Josephson CPAs, LLC October 2011 - July 2012
Mitchell & Titus( A memebr firm of Ernst & Young Global) January 2007 - July 2009
Skills
Budgets, Financial Reporting, Accounting, Microsoft Excel, Tax Preparation, Tax Accounting, Corporate Tax, Account Reconciliation, GAAP, Tax, US GAAP, External Audit, Income Tax, Internal Controls, CPA, QuickBooks, Finance
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
BBA, Accounting
Kingsborough Community College
Associate's degree, Accounting
PwC 2010 - Present
SL Green September 2007 - July 2009
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MBA, Accounting
McGill University 2002 — 2006
Finance
Ernst & Young July 2012 - Present
Weichert Relocation Resources Inc. (WRRI) 2002 - Present
Weichert Relocation UK Ltd 2002 - Present
Weichert Relocation Resources, Inc. October 2002 - June 2012
WRRI October 2002 - June 2012
PwC 1999 - 2002
PricewaterhouseCoopers 1999 - 2002
Price Waterhouse Coopers 1999 - 2002
PricewaterhouseCoopers 1987 - 2002
PricewaterhouseCooopers 1987 - 2002
Skills
Deferred Compensation, Human Resources, International Tax, Employee Benefits, Recruiting, Executive Coaching, Talent Management, HR Policies, Expatriate Management, Leadership Development, HRIS, Process Improvement, Strategy, Payroll, Global Mobility, Relocation, Start-ups, Management, Executive Pay, Performance Management, Consulting, CRM, Strategic Planning, Leadership, Change Management
Education
City University of New York-Baruch College 1977 — 1981
Bachelor of Business Administration (B.B.A.), Public Administration
DTCC February 2013 - Present
PwC January 2006 - January 2013
PwC January 2006 - January 2013
Skills
International Tax, Tax Accounting, CPA, Big 4, Tax, Income Tax, Transfer Pricing, Indirect Taxation, Cross-border..., VAT, FIN 48, FAS109, Accounting, Corporate Tax, Financial Reporting, Tax Advisory, Tax Research, US GAAP
Education
Baruch College, City University of New York (CUNY) 2005 — 2006
Master, Accounting
Hongik University
Bachelor of Business Administration (BBA)
Personal Asset Management & Philanthropy 1999 - Present
Habitat for Humanity 1999 - 2008
Bank Julius Baer 1990 - 1999
JPMorgan 1985 - 1990
PwC 1976 - 1985
Skills
Risk Management, Banking, Mergers, Asset Managment, Financial Analysis, Governance, Asset Management, Mergers & Acquisitions, Corporate Finance, Portfolio Management, Financial Risk, Equities, Securities, Fixed Income, Investments, Capital Markets, Investment Banking, Financial Services, Alternative Investments, Hedge Funds, Bloomberg, FX Options, Derivatives
Education
City University of New York-Baruch College 1972 — 1976
BBA, Accounting
PwC 2010 - 2011
PwC 2007 - 2010
PwC 2006 - 2007
Education
Baruch College, City University of New York (CUNY)
JPMorgan Chase March 2012 - Present
PwC July 2005 - March 2012
American Stock Exchange 2003 - 2005
Advent Software 2000 - 2003
Skills
Business Analysis, Risk Management, Hedge Funds, Analysis, Databases, SDLC, Business Intelligence, Business Process, Process Improvement, Enterprise Risk..., Microsoft Excel, ERP, Governance, Software Project..., IT Strategy, Management Consulting, Requirements Gathering, Program Management, Financial Modeling
Education
City University of New York-Baruch College - Zicklin School of Business 2000 — 2003
Master of Business Administration (MBA), Management Information Systems
Hunter College 1994 — 1998
Bachelor's degree, Accounting
PwC
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
Kaltura September 2015 - Present
PwC March 2014 - August 2015
Kaltura December 2013 - March 2014
Richards Kibbe & Orbe LLP April 2010 - October 2013
Loeb & Troper September 2008 - April 2010
Dewey & LeBoeuf LLP October 2007 - June 2008
Dewey Ballantine 1998 - 2007
Skills
Employee Relations, Benefits Administration, Recruiting, Human Resources, Employee Benefits, Employment Law, Mergers, Onboarding, HRIS, Performance Management, Legal Compliance, Talent Acquisition, Outlook, Talent Management, HR Policies, Personnel Management, College Recruiting, Management, Interviews, Succession Planning, New Hire Orientations, PeopleSoft, Employee Engagement, Mergers & Acquisitions, Job Descriptions, Benefits Negotiation, Temporary Placement, Technical Recruiting, Payroll, Time Management, Background Checks, Applicant Tracking..., Employer Branding, Internet Recruiting, Workforce Planning, Screening Resumes
Education
City University of New York-Baruch College
Bachelor of Arts (B.A.), Corporate Communication/ Industrial and Organizational Psychology
Franklin D. Roosevelt High School
Business Careers
The Institute of Culinary Education
PwC October 2013 - Present
Deloitte July 2007 - September 2013
Bank of New York Mellon 2006 - 2007
Skills
Auditing, Business Process..., Enterprise Risk..., IT Audit, Internal Audit, Internal Controls, Management Consulting, Risk Management, Sarbanes-Oxley Act
Education
Baruch College, City University of New York (CUNY) 1992 — 1997
Accounting, Business
HRG Group, Inc. March 2014 - Present
Baruch College February 2005 - May 2014
PwC June 2006 - March 2014
PwC January 2010 - October 2011
Abbott Laboratories January 2006 - April 2006
Fox News Channel April 2005 - August 2005
Skills
Financial Reporting, Accounting, Auditing, US GAAP, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, Corporate Finance, SEC filings, Microsoft Excel, Valuation, IFRS, Finance, Assurance, External Audit
Education
City University of New York-Baruch College
Accounting
Sofia University St. Kliment Ohridski
Anchin, Block & Anchin LLP October 2014 - Present
Ernst & Young November 2012 - September 2014
PwC July 2012 - November 2012
PwC August 2008 - June 2012
PwC January 2006 - August 2008
Bell & Company LLC December 2004 - December 2005
Skills
Tax Research, CPA, Corporate Tax, Tax, Accounting, US GAAP, Income Tax, Tax Accounting, GAAP, Tax Preparation, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Management, SEC Filings, Due Diligence, Tax Advisory, R&D Tax Credits
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
MS, Taxation
Baruch College, City University of New York (CUNY) 2002 — 2005
BBA, Accountancy
Fort Hamilton High School
PwC March 2013 - Present
Health Plus PHSP, Inc March 2005 - February 2013
Health Plus PHSP, Inc February 2002 - March 2005
JP Morgan / CHASE January 2001 - September 2001
New York City Department May 1998 - September 2000
Skills
Highly detail oriented, Strong leadership skills, Analytical, Multitasking Skills, ADP Enterprise, ADP PCPW, Lawson HRIS, PeopleSoft, Microsoft Office, ADP ReportSmith, ADP Payroll, Analytical Skills, Accounting, Account Reconciliation, Analysis, Deferred Compensation, HIPAA, HRIS, Medicaid, Employee Benefits, Financial Statements, General Ledger, Human Resources, Payroll, Leadership, Managerial Finance, Process Improvement
Education
Medgar Evers 2005 — 2007
Bachelor's degree, Accounting
Baruch College
Citi December 2013 - Present
PwC September 2010 - November 2013
Brooklyn College August 2007 - October 2010
Washington Mutual August 2005 - August 2007
Skills
Auditing, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, Internal Audit, Internal Controls, External Audit, Assurance, Financial Audits, Big 4, Consolidation, GAAP
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
MS, Accountancy
PwC March 2014 - Present
Omnium Group August 2013 - March 2014
Wolters Kluwer Financial Services September 2012 - July 2013
Moody's Investors Service January 2011 - August 2012
Morgan Stanley January 2008 - November 2010
Skills
Entrepreneurship, Corporate Communications, Sales Presentations, Software Solution Sales, Relationship Management, Direct Sales, Risk Management, Competitive Analysis, Sales Management, Financial Services, Consulting
Education
Baruch College, City University of New York (CUNY)
Business (Corporate) Communication
MDS
PwC July 2015 - Present
PwC November 2012 - July 2015
KPMG US December 2009 - November 2012
KPMG US June 2008 - January 2009
The Cooper Union June 2007 - May 2008
Skills
Tax Research, Partnership Taxation, Tax Preparation, Corporate Tax, Accounting, Tax, Tax Accounting, Income Tax, International Tax, US GAAP, CPA, Financial Analysis, GAAP, Tax Advisory
Education
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
PwC November 2013 - Present
McGladrey December 2010 - October 2013
ParenteBeard LLC January 2007 - December 2010
Skills
Accounting, GAAP, Auditing, SEC filings, CPA, Financial Reporting, US GAAP, Asset Management, Private Equity, Hedge Funds, Fund Of Funds, Alternative Investments, Valuation
Education
Baruch College, City University of New York (CUNY) 2003 — 2006
BBA, Accounting
PwC July 2015 - Present
Beta Alpha Psi 2011 - Present
PwC September 2013 - June 2015
Neil I Sidi CPA January 2012 - September 2013
PwC June 2011 - August 2011
Supportive Children's Advocacy Network (SCANNY) May 2010 - March 2011
Beta Alpha Psi 2010 - 2011
Baruch Volunteer Income Tax Assistance January 2009 - April 2010
Opal Financial Group June 2009 - August 2009
Sigma Alpha Delta Honor Society January 2009 - May 2009
Skills
QuickBooks, Account Reconciliation, Accounting, PowerPoint, Analysis, Payroll, Accounts Payable, Budgets, Outlook, Internal Audit, Tax, Customer Service, Microsoft Word, Management, Research, Access, Financial Reporting, Invoicing, Time Management, Tax Preparation, Auditing, Nonprofits, Microsoft Office, Tax Returns, Sales, Financial Analysis, Bank Reconciliation, Microsoft Excel, Financial Accounting
Education
City University of New York-Baruch College 2012 — 2013
Master's Degree, Taxation
City University of New York-Baruch College 2008 — 2012
Accounting
Archbishop Molloy High School 2004 — 2008
Morgan Stanley January 2010 - Present
Barclays Capital October 2008 - January 2010
Lehman Brothers January 2008 - October 2008
PwC September 2001 - January 2008
PwC July 1995 - August 2001
Skills
Capital Markets, Private Equity, Valuation, Hedge Funds, Investment Banking, Derivatives, Due Diligence, Equities, Risk Management, Financial Analysis
Education
Shanghai Institute of Foreign Trade 1991 — 1995
Bachelor of Arts (BA), International Business/Trade/Commerce
Baruch College
Master's degree, Accounting and Finance
Waldman Hirsch March 2006 - Present
PwC November 2001 - November 2003
Skills
GoSystems, Caseware, RIA, CCH, QuickBooks, Microsoft Office, CPA
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2006
Master of Science (M.S.), Accountancy
National Taiwan University 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
PwC December 2013 - Present
State Street May 2007 - November 2010
Skills
Accounting, Financial Analysis, Account Reconciliation, Tax, General Ledger, Financial Statements, Hedge Funds, Fund Of Funds
Education
Baruch College, City University of New York (CUNY) 1999 — 2005
Bachelor’s Degree, Accounting
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Accounting
PwC July 2014 - Present
PwC September 2012 - June 2014
Allstate Insurance October 2009 - February 2011
Wells Fargo May 2008 - August 2008
Realogy 2007 - 2007
Education
Baruch College, City University of New York (CUNY) 2011 — 2012
MS, Accounting
Rutgers University-New Brunswick 2005 — 2009
BS, Finance
WeiserMazars LLP October 2014 - Present
PwC August 2012 - October 2014
Ziff Davis, Inc. September 2004 - April 2011
Lockheed Martin 2002 - 2004
Education
City University of New York-Baruch College
Master of Business Administration (MBA), Accounting and Business Management
State University of New York at Buffalo
Bachelor of Science (BS), Business Administration/Finance
PwC September 1998 - Present
Skills
Securities Valuation, Project Management, Resource Allocation, Resource Management, Finance, Business Process..., Operations Management, Manage Client..., Staff Development, Valuation, Accounting, Due Diligence, External Audit, Financial Analysis, Internal Controls
Education
Baruch College 1994 — 1998
Bachelor of Business Administration (BBA), Accounting and Finance
PwC January 2015 - Present
Ernst & Young January 2013 - December 2014
Time Warner Inc. June 2011 - August 2011
Fortress Investment Group June 2010 - August 2010
Education
Baruch College 2011 — 2012
Masters in Taxation
PwC January 2015 - Present
Berdon LLP August 2011 - January 2015
Skadden, Arps, Slate, Meagher & Flom LLP and Affiliates June 2008 - January 2009
Skills
Tax, Tax Law, Corporate Tax, Due Diligence, Tax Advisory, Tax Preparation, Mergers, Accounting, International Tax, Microsoft Excel, Trusts, Litigation, Legal Research
Education
City University of New York-Baruch College - Zicklin School of Business
B.B.A., Finance
New York University School of Law
L.L.M., Taxation
Saint John's University School of Law
J.D., Law
Citi November 2013 - Present
PwC September 2011 - November 2013
Credit Suisse 2009 - March 2011
Skills
Accounting, US GAAP, Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, QuickBooks, Internal Audit, External Audit, Corporate Finance
Education
Baruch College, City University of New York (CUNY) 2010 — 2011
MS, Accounting
Baruch College, City University of New York (CUNY) 2005 — 2009
BBA, Accounting
Variant Holding Company LLC September 2014 - Present
Liberty Medical Group June 2013 - Present
Tennenbaum Capital Partners, LLC December 2012 - Present
Contech February 2011 - Present
FTI Consulting August 2002 - Present
Brundage Bone Concrete Co April 2012 - August 2014
PwC August 1988 - August 2002
Skills
Restructuring, Due Diligence, Expert Witness, Debt Restructuring, Valuation, Private Equity, Recapitalizations, Mergers, Bankruptcy, Financial Modeling, Mezzanine, Litigation Support, Chapter 11, Mergers & Acquisitions, Forensic Accounting, Corporate Finance, Divestitures, Acquisitions, Business Valuation, Structured Finance, Leveraged Finance, IPO, Corporate Development, Joint Ventures, Venture Capital, M&A experience, Private Placements, Turn Around Management, Capital, Investor Relations, LBO, Litigation Consulting, Acquisition Integration, Corporate Governance, Financial Structuring, Investment Banking
Education
Baruch College 1967 — 2000
Master of Business Administration (MBA), Taxation
Baruch College 1963 — 1967
BBA, Public Accounting
SMBC Nikko Securities America, Inc. June 2013 - Present
PwC October 2010 - June 2013
Bonamassa, Maietta and Cartelli, LLP 2008 - November 2010
E & Y 2007 - 2008
Skills
Auditing, Tax Preparation, Management, Internal Controls, Assurance, External Audit, IFRS, US GAAP, Financial Reporting, Tax, Accounting, Financial Accounting, Corporate Tax, GAAP, Sarbanes-Oxley Act, Big 4, SEC filings, Financial Analysis, International Tax, CPA
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Public Accounting
Standard & Poor's November 2013 - Present
PwC April 2013 - November 2013
Financial Industry Regulatory Authority January 2011 - March 2013
Financial Industry Regulatory Authority June 2008 - December 2010
Financial Industry Regulatory Authority May 2007 - May 2008
Skills
Onboarding, PeopleSoft, Taleo, Microsoft Excel, Employee Benefits, HRIS, Microsoft Office, Talent Acquisition, Performance Management, Employee Relations, Employee Engagement, Deferred Compensation, Leave of Absence..., Employment Law..., U.S. Immigration, HR Metrics, I-9 Compliance, Kenexa, PeopleFluent, WorkDay
Education
Baruch College 2004 — 2008
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
PwC February 2014 - Present
Crowe Horwath LLP June 2012 - January 2014
Sea Life Park Hawai'i March 2012 - May 2012
McGraw-Hill June 2010 - August 2011
A Plus Medical Diagnostics March 2009 - August 2011
Escada May 2010 - June 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, SAP, Microsoft Word, PowerPoint, Russian, French, Philosophy, TM1, Lawson General Ledger, Risk Assessment
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BBA, Finance and Investments
Baruch Honors Program 2007 — 2011
BBA, Finance and Investments
PwC September 2007 - August 2010
Skills
Accounting, Income Tax, Corporate Tax
Education
Baruch College, City University of New York (CUNY) 2005 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Queens College 2004 — 2005
Baruch College, City University of New York (CUNY)
PwC September 2011 - June 2015
Millennium Partners 2003 - 2010
Goldman Sachs June 1993 - January 2003
Skills
Risk Management, Securities Lending, Fixed Income, Hedge Funds, Trading, Strategy, Business Development, Process Improvement, Management, Alternative Investments, Strategic Planning, Financial Services
Education
St. Peter's College 1990 — 1993
BA, Psychology
Baruch College 1988 — 1990
Bachelor's degree, Psychology
Hofstra University January 2008 - Present
Veeco Instruments March 2006 - January 2008
Henry Schein January 2002 - February 2006
Citi September 1999 - December 2001
PwC August 1997 - September 1999
Brooklyn Law School September 1991 - March 1997
Skills
Accounting, Financial Reporting, SEC reporting, SOX, Fund Accounting, Reporting & Analysis, SEC filings, Higher Education..., Sarbanes-Oxley Act
Education
Tufts University 1987 — 1991
BA, Economics
Baruch College 1993 — 1997
MBA, Accounting
PwC June 2011 - Present
Merrill Lynch March 2008 - June 2011
MSL Financial Servies September 2005 - December 2007
AIG January 2003 - September 2005
Skills
Microsoft Office, Visio, Quickbooks, CRM software, Adobe Acrobat, Reuters, JMP, Excel, Word, PowerPoint, Outlook, Six Sigma
Education
Baruch College 2003 — 2007
BBA, Finance & Investments
PwC July 2014 - Present
PwC June 2013 - September 2013
PwC June 2012 - September 2012
Ehrenkranz&Ehrenkranz, LLP June 2011 - August 2011
Skills
Investments, Asset Management, Private Equity, Income Tax, Accounting, Financial Reporting
Education
Baruch College 2012 — 2013
Master of Science (M.S.), Taxation
The University of Connecticut 2008 — 2012
Bachelor of Science (B.S.), Accounting
PricewaterhouseCoopers LLP September 2013 - Present
PwC June 2011 - August 2011
University of Connecticut Financial Aid Office August 2008 - June 2011
City of White Plains Youth Bureau July 2010 - August 2010
City of White Plains Budget Department June 2009 - August 2009
Pace University Law School June 2008 - August 2008
Skills
Microsoft Excel, Microsoft Office, Accounting, Tax, Income Tax, Corporate Tax
Education
City University of New York-Baruch College - Zicklin School of Business 2012 — 2013
Master's degree, Taxation
The University of Connecticut School of Business 2008 — 2012
Bachelor of Science, Accounting
PwC July 2011 - Present
Skills
Valuation, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Analysis, Internal Controls, Accounting, Financial Reporting, Financial Modeling
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
MS, Accounting
Baruch College, City University of New York (CUNY) 2008 — 2009
EMS, Financial Statement Analysis
Gettysburg College 2001 — 2005
BA, Mathematics
Grant Thornton LLP January 2014 - Present
Grant Thornton LLP June 2011 - August 2012
PwC October 2010 - October 2010
Chinese-American Planning Council P. S. 20 School Age Day Care July 2006 - August 2010
Ernst & Young June 2010 - June 2010
Baruch VITA January 2010 - April 2010
Skills
Auditing, Leadership, Tax Returns, Tax, Accounting, PowerPoint, Tax Preparation, Mandarin, QuickBooks, Tax Accounting, Income Tax, Corporate Tax, Microsoft Excel, Financial Accounting, Microsoft Word
Education
City University of New York-Baruch College 2012 — 2013
Master's Degree, Taxation
City University of New York-Baruch College - Zicklin School of Business 2008 — 2012
Bachelor's Degree, Accountancy with minor in Psychology
PwC July 2013 - Present
SHER & ASSOCIATES LLC January 2011 - Present
ARI SHIPPING CORP June 2008 - January 2011
Senator Marty Golden's Office January 2009 - April 2009
EXECUTIVE VALET PARKING SERVICES August 2007 - November 2008
YMCA November 2007 - June 2008
Education
Baruch College, City University of New York (CUNY) 2007 — 2011
BARUCH COLLEGE, ZICKLIN SCHOOL OF BUSINESS
Bachelor, Business Administration; Accounting
BROOKLYN TECHNICAL HIGH SCHOOL
Economics
AIG September 2014 - Present
PwC January 2012 - July 2014
PwC June 2012 - November 2012
Baruch College 2010 - 2011
North Star Insurance Agency November 2007 - November 2009
Alex Group Co September 2004 - February 2005
Private Tutoring February 2002 - May 2004
Skills
Teamwork, Accounting, Auditing, Financial Reporting, Bloomberg Terminal, AML/KYC, CLV, Financial Statements, CPA, GAAP, Financial Accounting, External Audit, Internal Controls, SEC filings, US GAAP
Education
City University of New York-Baruch College 2008 — 2010
BBA, Accounting
City University of New York-BMCC 2006 — 2008
Associate, Accounting
Tashkent State Institute of Oriental Studies 2000 — 2004
Bachelor, International Economic Relations
PwC October 2013 - Present
Vornado Realty Trust April 2013 - August 2013
Wells Fargo Securities February 2012 - December 2012
New York County District Attorney's Office 2012 - 2012
Farmamundi 2011 - 2011
Education
Brooklyn College
Bachelor of Arts (B.A.), Theatre Arts
City University of New York-Baruch College - Zicklin School of Business
Master of Science, Accountancy
Marcum LLP September 2008 - Present
Marcum LLP January 2001 - September 2008
PwC January 1999 - October 1999
ERNST&YOUNG January 1997 - December 1998
Price Waterhouse November 1994 - November 1997
DELOITTE & TOUCHE September 1989 - October 1994
Skills
High Net Worth..., Tax, Tax Research, Individual Taxation, Tax Accounting, Financial Reporting, Financial Analysis, Accounting, Tax Preparation, Corporate Tax, GAAP, Auditing, Partnership Taxation, Income Tax, International Taxation
Education
Baruch College 1983 — 1989
BS, Accountancy
GBS Cargill December 2013 - Present
BDO Bulgaria February 2010 - December 2013
PwC January 2008 - September 2009
abp investments March 2007 - January 2008
Skills
GAAP, Internal Controls, US GAAP, External Audit, Financial Reporting, Financial Accounting, Accounting, Auditing, IFRS, Assurance, Sarbanes-Oxley Act, CPA, Corporate Tax, Account Reconciliation, General Ledger, Tax Accounting, Tax, Internal Audit, Financial Analysis, Financial Audits, Corporate Finance, Revenue Recognition, Consolidation, Cash Flow
Education
Baruch College 2003 — 2008
BBA, Accounting
American Express August 2014 - Present
Sumitomo Mitsui Banking Corporation 2011 - Present
SMBC Capital Markets July 2011 - August 2014
PwC October 2008 - July 2011
Coalition for the Homeless, Inc. August 2004 - January 2007
Skills
Alternative Investments, Corporate Finance, Fund Accounting, Tax, Financial Accounting, Financial Reporting, IFRS, PowerPoint, Hedge Funds, Internal Controls, Auditing, Sarbanes-Oxley Act, US GAAP
Education
City University of New York-Baruch College - Zicklin School of Business
Master of Business Administration (MBA), Accounitng
Hamel Associates, Inc. October 2002 - Present
Morgan Stanley August 1995 - December 2001
Dannible & McKee, LLP October 1992 - July 1995
PwC August 1984 - January 1992
Skills
Accounting, Business Valuation, Auditing, Mergers, Microsoft Excel, SEC filings, PeopleSoft, Financial Modeling, Financial Analysis, Risk Management, Financial Risk, Valuation, Finance, Tax
Education
Fairleigh Dickinson University 2010 — 2011
Financial Planning Certificate Program, Financial Planning and Services
City University of New York-Baruch College 1987 — 1991
BBA, Economics
Vertical Circuits, Inc. 2009 - 2012
Vertical Circuits Inc. 2006 - 2007
Borland Software 2005 - 2006
Permal Asset Management May 1998 - April 2005
PwC September 1996 - May 1998
KPMG December 1995 - July 1996
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, Financial Analysis, Financial Accounting, External Audit, SEC filings, General Ledger, Financial Statements
Education
Baruch College 1991 — 1995
BBA, Accounting
Grover Cleveland HS
JPMorgan Chase April 2014 - Present
Thomson Reuters January 2011 - April 2014
PwC August 2004 - December 2010
Skills
Financial Analysis, Financial Reporting, Auditing, Accounting, Forecasting, Banking, Internal Audit, Strategy, Valuation, Management, CRM, Internal Controls
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Accounting & Marketing
Baruch College, City University of New York (CUNY)
Bachelor's degree, Accounting
Veronis Suhler Stevenson February 2010 - Present
PwC August 2003 - August 2009
American Express Tax & Business Services/ GGK August 1997 - August 2003
Skills
Financial Services
Education
Baruch College 1982 — 1986
Accounting
DW Partners, LP June 2015 - Present
DW Partners, LP October 2014 - June 2015
Anchorage Capital Group, LLC November 2007 - October 2014
PwC July 2006 - November 2007
Open Space Institute September 2005 - June 2006
Skills
Private Equity, Tax Research, Accounting, Hedge Funds, International Tax, High Net Worth..., Alternative Investments, Tax Accounting, Tax, Tax Advisory, FIN 48, Asset Management, Partnership Taxation, Cross-border..., Tax Returns, US GAAP, Financial Accounting, Due Diligence
Education
Baruch College 2011 — 2013
Master of Science (MS), Taxation
Marist College
Bachelor's degree, Accounting
SUNY Oneonta
Bachelor's degree, Anthropology
Societe Generale April 2010 - Present
HSBC July 2005 - April 2010
PwC November 1999 - June 2004
Republic Bank of New York January 1997 - November 1999
Skills
Internal Audit, Risk Management, Financial Services, Capital Markets, Internal Controls, Operational Risk...
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Bass & Lemer LLP November 2014 - Present
Phil Sarna Business Management August 2013 - November 2014
RR Advisory Group, LLC December 2012 - May 2013
Bessemer Trust February 2012 - October 2012
PwC June 2010 - August 2010
Skills
Tax, Tax Returns, Financial Statements, Accounting, Tax Preparation, Corporate Tax, Financial Accounting, Tax Accounting, Income Tax, Tax Research, Financial Reporting, QuickBooks, Strategic Financial...
Education
State University of New York at Albany 2007 — 2011
Bachelor of Science (BS), Accounting
Baruch College
Master of Science (MS), Taxation
PwC Tax DirectorPricewaterhouseCoopers LLPDecember 2002 - Present
Ernst & Young LLP January 2000 - November 2002
The New York Citi Department of Investigation June 1999 - July 1999
Skills
Partnership Taxation, Hedge Funds, Private Equity
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Major Accounting/ Minor Economics
Czacki
PwC February 1991 - December 2013
Skills
CPA
Education
City University of New York-Baruch College 1984 — 1987
Master of Business Administration (MBA), Accounting
Washington State University - College of Business and Economics 1967 — 1971
Bachelor's of Arts in Business Administration, Statistics and Marketing
JPMorgan Chase June 2014 - Present
PwC September 2001 - May 2014
Skills
Financial Accounting, Technical Accounting..., Securities Regulation, Business Advisory, Auditing, Broker-Dealer, Finance, Financial Reporting, Equities, Debt, Derivatives, Project Management
Education
City University of New York-Baruch College 1999 — 2001
Accounting
Queensborough Community College 1997 — 1999
Associate of Science (A.S.)
PwC May 2015 - Present
Deloitte Tax LLP August 2014 - March 2015
Deloitte Tax LLP August 2011 - July 2014
Deloitte Tax LLP December 2010 - July 2011
ZhenZhong Accounting January 2006 - April 2009
Skills
Tax, Accounting, Financial Reporting, GAAP, Internal Controls, Income Tax, Financial Accounting, CPA, Microsoft Excel, Access, Partnership Tax, Real Estate
Education
Baruch College, City University of New York (CUNY) 2009 — 2010
Bachelor's Degree, Accounting
State University of New York College at Geneseo 2001 — 2005
Bachelor's Degree, Applied Physics
GSO Capital Partners June 2015 - Present
PwC December 2013 - June 2015
Lindsay Goldberg October 2009 - May 2013
PwC August 2003 - October 2009
Skills
Income Tax, PE and Hedge Fund
Education
Baruch College, City University of New York (CUNY) 1998 — 2000
Master's degree, Taxation