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 June 2015 - Present
PwC November 2012 - June 2015
PwC June 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Data Analysis, Adobe Acrobat, Nuance PDF Converter, Auditing, Outlook, Management, Tax, Corporate Tax, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Masters, Tax
Bentley University 2006 — 2010
Bachelor of Science (BS), Economics and Finance
Seaport Financial Partners October 2014 - Present
PwC January 2012 - October 2014
Skills
High Net Worth..., Financial Planning, Personal Finance, Wealth Management..., Tax Preparation, Finance, Tax, Wealth Transfer, Income Tax, International Tax, Trusts, Family Office, Private Equity, Venture Capital, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (M.B.A.), Financial Planning, Law & Taxation
Bentley University
Bachelor's Degree, Accounting and Finance
Ursuline Academy-Dedham August 2011 - Present
PwC September 2013 - Present
CoachUp May 2013 - Present
PwC August 2011 - September 2013
PricewaterhouseCoopers June 2009 - August 2009
Iris Sample Processing May 2005 - January 2009
Skills
Assurance, Lean Transformation, Lean Thinking, Continuous Improvement, External Audit, Value Stream Mapping, Root Cause Analysis, SIPOC, Financial Reporting, US GAAP, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Statements, Accounting, Auditing, Financial Accounting, Internal Controls, Financial Analysis, General Ledger, Internal Communications, Strategic Communications
Education
Bentley University 2010 — 2011
MSA, Masters of Science- Accounting
Bentley University 2006 — 2010
Corporate finance and accounting
Grant Thornton LLP May 2014 - August 2014
PwC May 2013 - July 2013
Perinton Liquor December 2011 - January 2013
First Niagara Risk Management May 2012 - July 2012
Skills
Microsoft Office 2010, Customer Service, Microsoft Excel, PowerPoint, SPSS, SAP, Financial Analysis
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science (MS), Taxation
Bentley University 2010 — 2014
Bachelor of Science (BSc), Accounting, with LSM in Health & Industry
University of Cape Town 2012 — 2013
PwC July 2015 - Present
PwC July 2012 - Present
Bentley Graduate Finance Association September 2011 - May 2012
Covidien June 2011 - August 2011
PricewaterhouseCoopers May 2010 - July 2010
Synovate Business Consulting March 2010 - May 2010
Skills
Financial Analysis, Auditing, Financial Reporting, Accounting, Internal Controls, Analysis, Assurance, Corporate Finance, Finance, Financial Accounting, Financial Modeling, GAAP, IT Audit, ITGC, Internal Audit, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Project Management, Risk Assessment, SOC 1, Sarbanes-Oxley Act, Tax, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2015
Certificate, Accountancy
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Science in Finance, Finance
University of Science and Technology Beijing 2009 — 2010
MS in Economics, International Economics and Trade, 2011
PwC January 2007 - Present
Charles Mangini, CPA May 2006 - December 2006
Peter Rubinger, CPA January 2006 - April 2006
PwC June 2005 - September 2005
Skills
CPA, Corporate Tax, SEC filings, Tax Research, Tax, Tax Accounting, US GAAP, GAAP, Partnership Taxation, FIN 48, Transfer Pricing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2006
M.S., Accountancy, Taxation
Bentley College 2002 — 2006
B.S., Accountancy
PricewaterhouseCoopers LLP July 2014 - Present
PwC July 2012 - June 2014
PwC October 2009 - June 2012
Skills
R&D, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting
Education
Bentley University 2009 — 2010
Master of Science (MS), Taxation
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
PwC May 2012 - Present
Rules for the Modern Girl August 2012 - Present
Alpha Phi International Fraternity 2011 - 2014
Alpha Phi International Fraternity May 2011 - September 2013
PricewaterhouseCoopers July 2011 - April 2012
PricewaterhouseCoopers August 2008 - July 2011
PricewaterhouseCoopers June 2007 - August 2007
Skills
Career Advising, Mentoring, Event Planning, Accounting, Finance, Project management, French language, Wordpress, Financial Analysis, Project Management, Twitter, Financial Reporting, Career Counseling, WordPress, Microsoft Excel, Blogging, Asset Management, Data Analysis, Fashion Blogging, Social Networking, French, Fashion, Social Media Marketing, Social Media
Education
Institute for Professional Excellence in Coaching (iPEC) 2014 — 2015
Professional Coaching Certificate
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
MSA, Accountancy
Bentley University 2004 — 2008
BS, Accountancy, French
Joel Barlow 2000 — 2004
High School Diploma with Distinction
PwC September 2015 - Present
PwC July 2013 - August 2015
PricewaterhouseCoopers January 2011 - June 2013
PricewaterhouseCoopers June 2009 - August 2009
Choate Hall & Stewart May 2008 - August 2009
Skills
PowerPoint, Access, Microsoft Excel, FrontPage, Document Management, Continuous Improvement, Helios, Accounting, Microsoft Word, Tax, Outlook, Microsoft Office, Financial Analysis, Lotus Notes, Analysis, Research, Auditing, Due Diligence, Leadership, Spanish, Tax Accounting, Tax Returns, CPA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2010
MST, Certificate in Financial Planning
Bryant University 2006 — 2010
BSBA, Accounting
PwC September 2013 - Present
Skills
US GAAP, Internal Controls, SEC filings, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, IFRS, Accounting, CPA, Financial Statements, Financial Audits, Financial Analysis, General Ledger, Income Tax, Sarbanes-Oxley
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (MS), Accounting
Fairfield University 2008 — 2012
Bachelor of Science (BS), Accounting
Bain & Company January 2015 - Present
Liberty Mutual Insurance October 2013 - January 2015
PwC July 2011 - September 2013
Skills
Corporate Tax, Income Tax, Tax Accounting, Tax Returns, CPA, PowerPoint, Microsoft Excel, Microsoft Word, FAS 109
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science in Taxation, Taxation, Accounting, Financial Planning
Lehigh University - College of Business and Economics 2006 — 2010
Bachelor of Science, Business and Economics, Accounting
The TJX Companies, Inc. January 2015 - Present
PwC August 2011 - December 2014
Bentley University November 2008 - October 2011
Bentley University September 2010 - August 2011
Waste Management, Inc. January 2009 - February 2010
PricewaterhouseCoopers 2010 - 2010
Price Waterhouse Coopers June 2008 - August 2009
Skills
Leadership, Information Technology, PeopleSoft, SAP, SQL, SOC 1, Financial Reporting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Microsoft Office, Microsoft Word, Tax, Accounts Payable, Data Analysis, General Ledger
Education
Bentley University 2007 — 2011
BS, Information Systems Audit and Control
RMIT University 2010 — 2010
Accounting
PwC August 2014 - Present
PwC June 2013 - August 2013
NFP Thorbahn May 2012 - August 2012
Berger, Katz, Weishaus, Nikosey & Lenza PC December 2011 - April 2012
Skills
Accounting, Excel, Word, Microsoft Office, Spreadsheets, PowerPoint, Outlook, Access, Quickbooks, Tax Preparation, QuickBooks, Microsoft Excel, Microsoft Word
Education
Bentley University 2013 — 2014
Master of Science (M.S.), Accountancy, Distinction
Curry College 2010 — 2013
Bachelor of Arts, Business Management, Summa Cum Laude
Needham High School
EY October 2014 - Present
PwC August 2012 - October 2014
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2012
Master of Science (M.S.), Accountancy
Fidelity Investments June 2015 - Present
Bentley University September 2014 - May 2015
Brown Brothers Harriman August 2013 - May 2014
Volunteer Income Tax Assistance February 2013 - April 2013
Suffolk University February 2012 - February 2013
PwC December 2012 - January 2013
Federal Home Loan Bank of Boston June 2012 - December 2012
Skills
Microsoft Office, Access, Accounting, Financial Analysis, QuickBooks, Microsoft SQL Server, Dreamweaver, Digital Photography, C++ Language, Java language, XBRL, Bloomberg Terminal, Lotus Notes, Summit, Crystal Reports, Visio, ReconNet, Aura, SAP, PowerPoint, Microsoft Word, Auditing, Microsoft Excel, Tax, Financial Reporting, Derivatives, Fund Administration, FAS 157, FAS 161, Accounts Payable, Confluence, Financial Accounting, Research
Education
Bentley College - Elkin B. McCallum Graduate School of Business
Master's Degree, Information Technology
Suffolk University - Sawyer School of Management 2012 — 2013
Master's Degree, Accounting, 3.86 out of 4.0
Donghua University 2006 — 2010
Bachelor's Degree, Information Technology, 3.5 out of 4.0
Seaport Financial Partners January 2015 - Present
PwC July 2011 - October 2014
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master, Taxation
Bentley University 2007 — 2010
Bachelor, Accounting
Protiviti October 2014 - Present
PwC 2011 - August 2014
BioVectra Inc. 2004 - 2008
Skills
Business Analysis, Security, IT Strategy, Consulting, Process Improvement, SDLC, Data Analysis, Business Intelligence, Databases, SQL, Project Management, Requirements Analysis, Microsoft Office, Software Project..., Requirements Gathering, Java, Oracle, Risk Management
Education
Bentley University 2011 — 2012
Master of Science (M.S.), Information Technology
Bentley University 2009 — 2011
Master of Business Administration (MBA), Risk Management
Saint Mary's University 1997 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
PwC September 2015 - Present
Andersen Tax June 2014 - August 2014
Iron Mountain June 2013 - August 2013
Cloud Technology Partners November 2012 - May 2013
UniBank for Savings May 2009 - September 2012
PetSmart August 2008 - January 2009
Skills
Microsoft Office, CCH ProSystem fx, Tax, Financial Accounting, SAP, QuickBooks, Customer Service, Banking, Microsoft Excel, Time Management, Tax Compliance, @Risk, Social Media, Windows, Financial Reporting, Financial Statement..., Google Docs
Education
Bentley University 2011 — 2014
Bachelor of Science (BS), Accounting, Senior
Holy Name High School 2004 — 2008
InterGen November 2013 - Present
Dassault Systemes March 2013 - October 2013
Comverse Network Systems September 2009 - March 2013
PwC September 2004 - September 2009
Skills
ASC 740, Tax Provision, FIN 18 Interim Reporting, OneSource, 10K Disclosure, Corporate Tax, Partnership Taxation, REIT, GoSystems, Oracle, Document Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
Master's degree, Taxation, 3.7
Bentley College 2001 — 2003
Bachelor of Science (BS), Accounting, 3.7
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC September 2008 - June 2011
PwC October 2005 - August 2008
Skills
Accounting, Corporate Tax, Finance, Tax Accounting, Tax Research, International Tax, Tax, CPA, Income Tax, US GAAP, GAAP, Tax Advisory, Big 4
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Science (M.S.), Accounting
Bentley College 2000 — 2004
BS, Accounting
PwC August 2013 - Present
Bentley University August 2012 - May 2013
Bentley University September 2008 - May 2013
Biogen Idec May 2012 - August 2012
MFA - Moody, Famiglietti & Andronico June 2011 - August 2011
MFA - Moody, Famiglietti & Andronico June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Access, Auditing, Microsoft Word, Outlook, Accounting, Data Analysis, Financial Analysis, Research, SAP, Peachtree, Microsoft Visio, Crystal Ball, Bloomberg, First Aid, Cpr Certified, AED, Public Speaking, Spanish, Teamwork
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science (MS), Accounting, 3.64
Bentley University 2008 — 2012
Bachelor of Science (B.S.), Corporate Finance & Accounting Major; Health & Industry Minor, 3.5
Amsterdam High School
PwC September 2014 - Present
PricewaterhouseCoopers August 2008 - August 2014
Income Tax Plus January 2005 - April 2007
Skills
Auditing, US GAAP, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, GAAP, SEC Filings, Financial Accounting, Financial Analysis, CPA, Revenue Recognition, External Audit, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2009
Master, Accounting
Bentley University 2005 — 2008
Bachelor of Science, Finance and Accounting
Fresenius Medical Care April 2011 - Present
PwC September 2007 - March 2011
Skills
Team Management, Auditing, Accounting, Analytics, Excel, PowerPoint, Word, Internal Controls, Team Coordination, Cross-functional Team..., Microsoft Word, US GAAP, Carve-out Financial..., Revenue Recognition, Impairment Testing, Microsoft Excel, Sarbanes-Oxley, External Audit, Team Building, GAAP, Financial Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Accountancy
Bentley University 2003 — 2007
Bachelor of Science, Corporate Finance & Accounting
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC September 2008 - June 2011
Skills
External Audit, Auditing, Financial Audits, Real Estate
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master's degree, Accounting
Bentley University 2003 — 2007
Bachelor of Science (B.S.), Accounting
PwC July 2015 - Present
PricewaterhouseCoopers July 2012 - June 2015
PricewaterhouseCoopers October 2009 - June 2012
PwC June 2008 - July 2008
Skills
Financial Services, Insurance, Corporate Tax, Tax Accounting, Tax, US GAAP, Income Tax, Accounting, Financial Reporting, Tax Preparation, Auditing, GoSystems, Financial Analysis, Tax Research, SEC filings, Microsoft Excel
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
Master of Science (MS), Taxation
Bentley University 2005 — 2009
Bachelor of Science (BS), Accounting
M&S Dental October 2014 - Present
PwC September 2013 - September 2014
UBS Financial Services July 2011 - April 2013
UBS Financial Services August 2010 - May 2011
UBS Financial Services June 2010 - August 2010
Skills
Bloomberg, Trading, Series 7, Equities, Asset Management, Investments, Financial Analysis, Asset Managment, Fixed Income, Mutual Funds, Portfolio Management, Wealth Management, Bonds, Strategic Financial..., Retirement Planning, Alternative Investments, Uniform Combined State..., Investment Strategies, Hedge Funds, FINRA, Asset Allocation, Securities, Financial Modeling, Financial Advisory, Financial Services, Valuation, Structured Products, Finance, Capital Markets
Education
Bentley University
B.S., Corporate Finance and Accounting
Royal Holloway, U. of London
Lynbrook High School
The Blackstone Group June 2012 - Present
PwC June 2012 - June 2012
Price Waterhouse Coopers October 2009 - June 2012
PricewaterhouseCoopers June 2008 - August 2008
Coburn & Meredith January 2008 - May 2008
Alpha Industries December 2007 - January 2008
Alpha Industries May 2007 - August 2007
Alpha Industries May 2006 - August 2006
Alpha Industries June 2005 - August 2005
Education
Bentley University 2005 — 2009
Bachelor of Science in Corporate Finance and Accounting, Summa Cum Laude
PwC August 2012 - Present
PwC September 2003 - August 2012
Skills
Internal Controls, SEC reporting, Auditing, Accounting, Audit, SOX, GAAP, US GAAP, Technical Accounting, Assurance, Financial Accounting, Revenue Recognition, FASB, Financial Reporting, IFRS, Sarbanes-Oxley Act, SEC filings, Big 4
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MS, Accounting
Bentley University 1999 — 2003
BS, Accounting
PwC Consulting October 1999 - Present
PwC Consulting September 1999 - Present
PwC August 1999 - Present
Ernst & Young 1997 - 1997
Skills
Strategy Development, Program Management, Operational Excellence, ERP, B2B eCommerce, Multi-channel Marketing, Analytics, Enterprise 2.0, Roadmap, Software Design, Software Implementation, Financial Modeling, Process Optimization, Coaching, Mentoring, New Business Development, SAP, Salesforce.com, Economic Modeling, CMS, Web Content Management, Enterprise Search, Information Architecture, Vendor Management, Industrial Distribution, Digital Strategy, Sales Operations, Cloud Computing, CRM, Complex Sales, Social Commerce, Innovation Consulting, Strategy, Consumer Products, Thought Leadership, Goal-driven leader, Retail Technology, B2B, Risk Management, Business Development, Business Strategy, Management, Leadership, Strategic Planning, E-commerce, IT Strategy, Business Process
Education
University of Massachusetts Boston 2005 — 2007
MBA
Bentley University 1996 — 1999
B.S., Accounting, Summa Cum Laude
Year Up October 2013 - Present
PwC October 2011 - July 2013
Citi August 2010 - August 2010
Skills
External Audit, Microsoft Excel, Lotus Notes, Minitab, Financial Reporting, Analysis, Auditing
Education
Bentley University 2013 — 2015
Master of Science, Accountancy
Shanghai Jiao Tong University 2007 — 2011
Bachelor of Arts, English (Finance and Business)
Criteo June 2015 - Present
PwC September 2012 - May 2015
Skills
Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master of Science (M.S.), Accounting
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Accounting
Boston Latin School
PwC November 2013 - Present
Residential Finance August 2012 - September 2013
ACS, a Xerox Company December 2011 - July 2012
ACS, a Xerox Company May 2009 - December 2011
Skills
Customer Service, FHA financing, DU Refi Plus, Residential Mortgages, Fixed Rate Mortgages, Customer Satisfaction, Customer Oriented, Refinancings, Jumbo Mortgage, Debt Consolidation, NMLS Licensed, NMLS, Home Equity, Loan Officers, Real Estate Financing, Regulatory Guidelines, Credit Analysis, First Time Home Buyers, USDA Rural Housing, USDA, USDA Rural
Education
Bentley University 2005 — 2009
Bachelor's degree, Finance, General
KPMG 2010 - Present
Scott A. Goffstein & Associates 2005 - 2010
The Corwin-Russell School 2003 - 2005
Parent, McLaughlin & Nangle, CPAs 2001 - 2003
PwC 2000 - 2001
PwC 1998 - 1998
Skills
Tax, Corporate Tax, FIN 48, Tax Research, International Tax, Income Tax, Accounting, Financial Reporting, Budgets, GAAP, Tax Accounting, Tax Returns, US GAAP, CPA, Payroll, Tax Preparation, Auditing
Education
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Accounting Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Taxation
Bentley University
BS, Accounting
PwC April 2015 - Present
Skills
Assurance, Auditing, CISA, IT Audit, Internal Controls, SAS70, Enterprise Risk..., Internal Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MBA, Accounting
Bentley University 2000 — 2004
Economics / Finance
Marcum LLP January 2014 - Present
Suffolk University January 2014 - Present
Braver PC (Merged with Marcum LLP) October 2013 - January 2014
McGladrey June 2011 - October 2013
PwC August 2004 - June 2011
Skills
High Net Worth..., Estate Planning, Personal Financial..., Retirement Planning, Fiduciary Taxation, Fiduciary Accounting, Private Foundations, Public Speaking, IRS problem resolution, Public Seminars, College Education..., Family Limited..., S..., Buy/Sell Agreements, Family Office, Corporate Tax, Income Tax, Tax, Tax Accounting, Fiduciary, Limited Partnerships, Buy-sell Agreements
Education
Bentley College - Elkin B. McCallum Graduate School of Business
University of Massachusetts, Amherst
Ultimate Software June 2015 - Present
PwC 2013 - June 2015
RiseSmart.com July 2012 - April 2013
SilkRoad Technology 2009 - July 2012
ADP VirtualEdge April 2005 - October 2009
Deploy Solutions April 2004 - March 2005
Turfer Sportswear January 2002 - May 2004
FurnitureFan.com 2000 - 2003
EG&G 1989 - 1997
Skills
SaaS, Consultative Selling, Talent Acquisition, Onboarding, Salesforce.com, Sales Process, Solution Selling, Direct Sales, Enterprise Software, Lead Generation, Performance Management, Cold Calling, Talent Management, B2B, Account Management, HRIS, New Business Development, Software Sales, Strategic Partnerships, Human Capital Management, Sales Management, Technical Recruiting, Talent Development, Recruitment/Retention, Strategy Development, Employee Relations, Applicant Tracking..., Start-ups, Key Account Management, Customer Relations, Strategic Planning, Team Building, Selling, Vendor Management, Management, CRM, Strategy, Recruiting, Sales Operations, Leadership, Outsourcing, Human Resources, Sales, Channel Partners, Product Management, Business Development, Networking, Marketing, Consulting, Entrepreneurship
Education
Framingham State College 1996 — 2000
BA, Business Communications, Media
Bentley University 1991 — 1992
Accounting
IBM GBS U.S. Financial Markets August 2013 - Present
State Street Corporation August 2003 - January 2013
State Street Corporation April 2001 - August 2003
Excelergy January 2000 - April 2001
PwC August 1998 - January 2000
Scudder, Stevens & Clark July 1995 - August 1998
Scudder, Stevens & Clark January 1988 - July 1995
Boston Financial Data Services January 1985 - January 1988
Skills
Analytics, Strategy, Portfolio Management, Cloud Computing, Product Development, Change Management, Strategic Planning, SDLC, Product Management, Risk Management, Market Research, Mutual Funds, Project Planning, Fund Administration, Fund Accounting, Financial Services, Leadership, Fixed Income, Big Data, Web 2.0, Product Innovation, Program Management
Education
Bentley University 1980 — 1985
BS, Finance and Financial Management Services
Saint Sebastians CDC 1976 — 1980
PwC August 2015 - Present
PwC June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Maine Fiber Company December 2011 - August 2012
NextGen May 2011 - August 2012
Skills
Microsoft Excel, Teamwork, Financial Analysis, Microsoft Office, Bloomberg Terminal, Time Management, Crystal Ball, Outlook, Microsoft Word, Research, Google Earth, PowerPoint, SAP, Public Speaking, Corporate Budgeting, Economic Value Added, Microsoft Access, Budgeting, Database Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master's Degree, Accounting
Bentley University 2010 — 2014
Bachelor of Science, Corporate Finance and Accounting, Junior
Semester at Sea 2013 — 2013
Hopedale Jr. Sr. High School 2006 — 2010
High School Diploma
PwC July 2014 - Present
PricewaterhouseCoopers July 2011 - June 2014
PwC September 2009 - June 2011
PwC September 2007 - August 2009
PricewaterhouseCoopers June 2006 - May 2007
KPMG June 2005 - August 2005
Berry Dunn McNeil & Parker June 2004 - August 2004
Skills
State Tax, US Tax, Tax Research, Mergers & Acquisitions, Auditing, Tax Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MS, Accountancy
Bentley University 2002 — 2006
BS, Accountancy
Oracle July 2014 - Present
American Tower January 2014 - Present
Bentley Low Income Tax Clinic May 2013 - August 2013
Hologic January 2013 - May 2013
Bentley University September 2011 - May 2013
Xpitax solutions February 2013 - April 2013
LIFT Boston February 2012 - April 2012
PwC January 2011 - April 2011
Ernst & Young July 2010 - September 2010
Microsoft January 2010 - March 2010
Skills
Due Diligence, Auditing, Analysis, Tax Compliance, Performance Improvement, Internal Audit, Tax Research, Tax, Accounting
Education
Bentley University 2013 — 2014
Master of Science in Taxation, 3.5
Bentley University 2011 — 2013
Master of Accountancy
Renmin University of China 2007 — 2011
Bachelor, Economics
KPMG US October 2014 - Present
KPMG April 2011 - Present
KPMG July 2008 - April 2011
PricewaterhouseCoopers May 2006 - June 2008
Grant Thornton June 2004 - May 2006
PwC October 1999 - June 2004
Coopers & Lybrand October 1995 - October 1999
Skills
Tax, Corporate Tax, Tax Preparation, Income Tax, Process Improvement, Financial Services, Tax Accounting, Financial Analysis, International Tax, Insurance, Accounts Receivable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
Masters of Science, Taxation
Bentley University 1990 — 1994
Bachelor of Science, Accountancy
PwC November 2012 - Present
Bridgewater Associates 2013 - 2014
KPMG Advisory & BearingPoint FKA KPMG Consulting July 1998 - November 2012
BearingPoint 1998 - 2012
John Hancock June 1996 - July 1998
Harvard University February 1990 - June 1996
GTE Sylvania now OSRAM March 1985 - February 1990
Skills
ITIL, Governance, IT Strategy, IT Service Management, IT Management, Business Process, Strategy, Disaster Recovery, ERP, Unix, Service Management, Change Management, Data Center, Project Management, Business Intelligence, Information Technology, CRM, Infrastructure, IT Operations, Integration, Business Process..., Management, Consulting, PMO, Program Management, Enterprise Architecture, Business Transformation, Project Portfolio..., Outsourcing, Leadership
Education
Bentley University
Bachelor of Science (BS), CIS
O'Connor & Drew, P.C. August 2014 - Present
PwC January 2013 - August 2014
Tonneson + Co January 2009 - December 2012
Johnson O'Connor Feron & Carucci LLP January 2007 - December 2007
Skills
CPA, Tax, Corporate Tax, Income Tax, Account Reconciliation, Financial Reporting, Tax Research, US GAAP, Auditing, Partnership Taxation, GAAP, Tax Preparation, Accounting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Master of Science, Taxation
Bentley University 2007 — 2008
Suffolk University 2003 — 2006
Bachelor of Science in Business Administration, Accounting
PwC July 2014 - Present
PwC August 2011 - July 2014
WEC Associates December 2010 - August 2011
Amalie Ann George, CPA PC January 2010 - May 2010
PwC 2010 - 2010
Kronos May 2009 - August 2009
Skills
Auditing, Accounting, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Financial Analysis, Internal Audit, US GAAP, Tax, SAS70, QuickBooks, IT Audit, SSAE 16, Business Process, ProSeries, Risk Assessment, Risk Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2014
Master's Degree, Accountancy; Certificate in Taxation
Bentley University 2006 — 2010
Bachelor's Degree, Accountancy; CIS
Island Transportation Corp. October 2010 - Present
PwC October 2007 - September 2010
Skills
Hedge Funds, Leadership, Valuation, Mutual Funds, Financial Reporting, Gas, Management, Financial Modeling, SEC filings, Auditing, Transportation, Accounting, Budgets, CPA, Contract Negotiation, Due Diligence, Finance, Financial Analysis, Financial Services, Forecasting, Internal Controls, Negotiation, Operations Management, Process Improvement, Risk Management, Strategic Planning, Team Building, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
MSA, Accountantcy
Bentley University 2002 — 2006
BS - CF&A, Corporate Finance and Accounting
PwC 2014 - 2014
Avid Technology 2013 - 2013
Saint-Gobain Abrasives 2012 - 2012
Skills
Microsoft Excel, SAP, Microsoft Word, Accounting, Public Speaking, Customer Service, Leadership, Finance, Research, Microsoft Office
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science (MS), Finance
Bentley University 2010 — 2014
Bachelor of Science (BS), Accountancy; Minor: Actuarial Sciences
PwC September 2014 - Present
Bentley University September 2010 - May 2014
PwC June 2013 - August 2013
Raytheon May 2012 - August 2012
Education
Bentley University 2010 — 2014
Universidad Pablo de Olavide 2012 — 2013
PwC June 2015 - Present
Bentley University September 2013 - Present
Beta Alpha Psi - Theta Gamma Chapter May 2014 - May 2015
Hollister Co. August 2012 - August 2014
Beta Alpha Psi - Theta Gamma Chapter September 2013 - May 2014
Skills
Tutoring, Teamwork, Study Skills, Microsoft Office, Time Management, SAP ERP, Audacity, Accounting, Process Modeling, Peachtree, SPSS, HTML, Expression Web, Minitab, LoggerPro, Photoshop, Customer Service, SmartDraw, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Leadership, Outlook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Science (MS), Accounting
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Accounting, Junior
Bethel High School 2008 — 2011
PwC June 2015 - Present
Bentley University ACELAB (Accounting Center for Electronic Learning and Business Measurement) September 2012 - May 2015
Bentley University Athletic Department August 2012 - May 2015
PwC June 2014 - August 2014
QinetiQ North America May 2013 - February 2014
Elephant Walk February 2012 - January 2013
Elite Field Hockey Camp June 2012 - July 2012
Life Care Center March 2010 - January 2012
Auburn Fast Pitch League June 2007 - May 2011
Skills
Phone Etiquette, Filing, Customer Service, PowerPoint, Outlook, Microsoft Word, Microsoft Office, Microsoft Excel, Communication, SPSS, Facebook, Spanish, Accounting, Access, Social Media, Time Management, Leadership, Teamwork
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master's of Science, Accounting, Graduate Student
Bentley University 2011 — 2015
Bachelor of Science, Accountancy; Minor in Spanish, Senior
Auburn High School 2007 — 2011
General Studies
Liberty Mutual Insurance May 2014 - Present
PwC June 2013 - May 2014
PwC September 2010 - June 2013
PwC June 2009 - August 2009
Education
Bentley University 2005 — 2009
BS, Accounting
Copenhagen Business School 2008 — 2008
Bentley College - Elkin B. McCallum Graduate School of Business
MS, Accounting
Akamai Technologies July 2013 - Present
Pricewaterhouse Coopers LLP July 2011 - July 2013
PwC July 2008 - July 2011
PwC July 2006 - July 2008
Skills
Tax Research, US Tax, Corporate Tax, Partnership Taxation, Tax, Income Tax, State Tax, International Tax, Use Tax, CPA, Tax Returns, GoSystems, Tax Law, Sales Tax, Property Tax, Mergers & Acquisitions, FIN 48, Big 4, SEC filings
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2007
MST, Tax, Financial Planning
Bentley University 2001 — 2005
Bachelor of Science (B.S.), Accountancy
PwC September 2014 - Present
PwC Assurance- Health Industries June 2013 - August 2013
NEPGA June 2012 - August 2012
Skills
Accounting, Teamwork, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Customer Service, Financial Analysis, Research, Public Speaking, Team Leadership, Corporate Finance, Financial Reporting, Financial Modeling, Financial Accounting, Finance, Economics, Excel Models
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Candidate for Masters in Accounting, Accounting
Bentley University 2009 — 2013
Bachelor of Science (BS), Corporate Accounting and Finance
PwC July 2014 - Present
American Program Bureau October 2009 - May 2014
Liberty Travel May 2008 - October 2009
Skills
Event Planning, Public Speaking
Education
Bentley University 2012 — 2014
Master of Science (M.S.), Accounting
University of Florida 2002 — 2006
Bachelor of Science (B.S.), Psychology
PwC July 2015 - Present
Grant Thornton LLP July 2012 - July 2015
Bentley University - Information Process Managment Dept. September 2011 - August 2012
Levine, Caufield, Martin & Goldberg, P.C. January 2012 - April 2012
Boston College - IT Dept. June 2007 - May 2011
Skills
Microsoft Excel, Accounting, Tax
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MSA, Accounting
Boston College - Carroll School of Management 2007 — 2011
Managment, Accounting and Finance
Providence Equity Partners December 2014 - Present
PwC September 2012 - November 2014
PwC June 2011 - August 2011
Skills
Corporate Finance, Transaction Services, Financial Modeling, Valuation, Business Valuation, Financial Analysis, Mergers & Acquisitions, DCF Valuation, Strategic Financial..., Finance
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance
Lorenzo De' Medici 2009 — 2009
Italian Language, History, Culture and Economics
Waltham Senior High School
Bank of America Merrill Lynch June 2015 - August 2015
PwC July 2008 - June 2014
PwC June 2007 - August 2007
Skills
Analysis, Alternative Investments, Financial Accounting, Private Equity, Tax
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (MBA)
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2011
Masters, Taxation
Bentley University 2005 — 2008
Bachelors, Accountancy
Leonard Fafel, CPA PC 2011 - Present
PwC August 2014 - October 2014
PwC August 2013 - October 2013
Swampscott Big Blue PTO August 2011 - August 2013
Wolf & Company, P.C. October 2008 - September 2009
State Street Bank January 2008 - September 2008
McGladrey (Formerly Caturano & Company) December 2001 - January 2008
P&H Solutions 2000 - 2001
TJX 1998 - 2000
Creelman & Smith, PC 1997 - 1999
Skills
Tax, Tax Research, Accounting, Tax Returns, Sarbanes-Oxley Act, Individual Returns, Cost Segregation, Small Business Tax, Tax Preparation, Tax Accounting, Income Tax, IRS, Sales Tax, High Net Worth..., Accountants, International Tax, Fixed Assets, IRS problem resolution, Trust Taxation, Bookkeeping, Financial Services, S Corporations, Partnership Taxation, CCH ProSystem fx, Corporate Tax, Financial Accounting, US Tax, Tax Law, ProSystem fx Tax, Sarbanes-Oxley, CPA, QuickBooks, LLC, State Tax, Tax Advisory, Tax Controversy, FAFSA
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1994 — 1995
MST, Taxation
Bentley University 1992 — 1994
BA in Accountancy, Accounting/Tax
Marblehead High School 1986 — 1990
Hillel Academy 1983 — 1986
Deloitte 2003 - Present
Netivity Solutions 2001 - 2002
Ernst & Young 1998 - 2000
PwC 1994 - 1998
Skills
Tax Accounting, Tax, Financial Reporting, Tax Advisory, Accounting, Corporate Tax, CPA, Financial Analysis, Sarbanes-Oxley Act, Management
Education
Boston University Graduate School of Management
Master of Science in Information Systems
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Science in Taxation
Fitchburg State College
Bachelor of Science in Accounting
St. John's High School
PwC October 2014 - Present
PwC June 2012 - August 2012
Kappa Sigma Fraternity January 2011 - August 2012
Cluck-U Chicken June 2011 - August 2011
Kappa Sigma Fraternity September 2010 - December 2010
Kohl's Department Stores July 2010 - November 2010
Junior Vikings Baseball Camp June 2006 - July 2010
Skills
Accounting, Tax Accounting, GoSystems, Lotus Notes, Microsoft Word, Microsoft Excel, PowerPoint, Outlook
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2012 — 2013
Master of Science in Taxation, 4.0
Bentley University 2009 — 2012
Bachelor of Science in Accountancy, 3.94
Parsippany Hills High School 2005 — 2009
QBE Optima Insurance July 2006 - Present
Colonial Insurance Agency July 2006 - Present
New Century Finance July 2006 - Present
CAICO (Universal Insurance) July 2000 - June 2006
Universal Insurance July 1994 - June 2000
PwC August 1992 - June 1994
Skills
Property & Casualty..., Insurance, Reinsurance, Actuarial, Financial Accounting, Financial Planning, Financial Reporting, Insurance Agency, Premium Financing, Investments, Budgeting, Information Management, Budgets, Strategic Financial..., Mergers, General Insurance, Financial Modeling, Financial Risk, Actuarial Science, Accounting, Enterprise Risk..., Risk Management, Financial Analysis, Sarbanes-Oxley Act, Auditing, Banking, Finance, Internal Controls, Mergers & Acquisitions
Education
Saint John's University 1995 — 1997
MBA, Risk Management, 3.7
Bentley University 1988 — 1992
BS., Accounting
Colegio El Pilar
High School
Grove Street Advisors August 2015 - Present
PwC June 2014 - August 2015
PwC September 2011 - June 2014
PwC July 2009 - August 2009
AVZ June 2008 - September 2008
Skills
CPA, Big 4, Assurance, External Audit, Auditing, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science (M.S.), Accountancy
Bentley University 2006 — 2010
Bachelor of Science (BS), Accounting and Finance
Bookkeeping & Business Service, LLC 2005 - Present
PwC September 2013 - August 2014
PwC January 2011 - January 2012
Safety Insurance May 2011 - August 2011
James D. Maxon, CPA, LLC September 2010 - May 2011
Wagner Solar September 2011 - 2011
Dnutch Associates, Inc. May 2010 - September 2010
Skills
Accounting, Auditing, QuickBooks, Tax, Financial Reporting, Microsoft Office, Financial Analysis, Corporate Tax, Financial Statements, Microsoft Excel, Accounts Payable, Internal Audit, Bookkeeping, Data Analysis, Leadership, PowerPoint, Financial Accounting, General Ledger, Internal Controls, Finance, CPA, Invoicing, Financial Modeling, Peachtree, Access, Customer Service, Management, Account Reconciliation, Accounts Receivable, SEC filings, Managerial Finance, Sarbanes-Oxley Act, Outlook, GAAP, US GAAP, Payroll, Financial Audits, Strategic Financial..., Corporate Finance, External Audit, Sarbanes-Oxley, Income Tax, Tax Preparation, Assurance, Lotus Notes, Business Process..., Variance Analysis, IFRS, Operations Management
Education
Boston College - Carroll School of Management 2012 — 2013
Master of Science (M.S.), Accountancy
Bentley University 2009 — 2012
Bachelor of Science (B.S.), Accounting
Bryant University 2008 — 2009
Bachelor of Science (B.S.), Accounting
Central Catholic High School 2004 — 2008
PwC August 2014 - Present
Bentley University June 2013 - May 2014
Bentley University June 2013 - May 2014
Bentley University August 2011 - May 2014
Bentley University September 2009 - June 2013
Bentley University April 2012 - May 2013
Bentley University September 2011 - May 2013
Bentley University August 2011 - December 2012
PwC June 2012 - August 2012
PwC May 2011 - May 2011
Skills
Leadership, Teamwork, Time Management, Finance, Social Networking, Budgets, Auditing, Networking, Social Media Marketing, Microsoft Excel, PowerPoint, Project Management, Non-profits, Peer Tutoring, Customer Service, Market Research, Presentations, Professional..., Career Counseling, Aura, Nonprofits, Accounting, Economics, SPSS, Microsoft Word
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2013 — 2014
Master's Degree, Accounting and Related Services
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management
Nipmuc Regional High School 2005 — 2009
High School Diploma
MFA Financial June 2014 - Present
EY October 2013 - June 2014
PwC August 2012 - October 2013
Ercolini & Company LLP January 2012 - April 2012
Shire Pharmaceuticals May 2011 - November 2011
Bentley University September 2009 - July 2011
PricewaterhouseCoopers June 2010 - August 2010
State Street June 2008 - August 2008
Skills
Financial Analysis, Auditing, Accounting, Leadership, Management, Project Planning, Program Management, Analysis, PowerPoint, Research, Microsoft Office, Access, Budgets, Cross-functional Team..., Microsoft Excel, Financial Accounting, Outlook, Microsoft Word, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Masters, Accountancy
Bentley University 2008 — 2011
Bachelors of Science, Corporate Finance and Accounting
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Bryn Mawr College 2007 — 2008
Bachelors of Arts, Economics
PwC July 2014 - Present
PwC September 2011 - June 2014
Bentley University September 2009 - September 2011
PricewaterhouseCoopers June 2009 - August 2009
Bentley University April 2007 - May 2009
Central Vermont Public Service May 2008 - January 2009
Heritage Family Credit Union May 2007 - January 2008
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Accounting, Financial Analysis, Auditing, SOX 404, Analytics, Financial Accounting, Financial Modeling, SEC filings, Finance, Sarbanes-Oxley Act, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Financial Planning
Bentley University 2006 — 2010
BS, Corporate Finance & Accounting
Wirtschaftsuniversität Wien 2009 — 2009
International Finance and Global Studies
The Rockport Company January 2015 - Present
Bentley University September 2014 - Present
PwC June 2014 - July 2014
Accenture July 2013 - August 2013
KPMG June 2012 - July 2012
Messiah College January 2009 - May 2012
Messiah College August 2008 - May 2012
Messiah College August 2010 - July 2011
Union Cafe at Messiah College August 2008 - February 2009
Skills
Leadership, Research, Public Speaking, Multicultural, Microsoft Office, International Business, Event Management, Time Management, Event Planning, SAP, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Analysis, Data Analysis, Financial Analysis, Team Leadership, Report Writing, Business Strategy, Fundraising, Program Management, Recruiting, Human Resources, Oracle HR, Taleo, Social Media, Training, Performance Management, Employee Relations, Outlook, Photography, Qualitative Research, Nonprofits, Management Consulting, Market Research
Education
Bentley University 2014 — 2015
Master's Degree, Business Analytics, 3.70
Bentley University 2012 — 2014
Master of Business Administration (M.B.A.), Management, 3.72 (Distinction)
Messiah College 2008 — 2012
Bachelor of Science (B.S.), Business Administration, Cum Laude
International Business Institute 2011 — 2011
International Business, International Business
Indian Language School 1997 — 2008
High School Diploma, Business/Commerce, General
PwC July 2015 - Present
Jeffrey A. Morgen, CPA February 2014 - April 2015
PwC June 2014 - August 2014
Ernst & Young June 2013 - July 2013
Skills
Microsoft Excel, Customer Service, QuickBooks, Accounting, Data Entry, PowerPoint, Time Management, Microsoft Word, Microsoft Office, Outlook, Financial Accounting, Payroll, Teamwork, Sales, Inventory Management, Retail, Merchandising, Leadership, Loss Prevention, Organization, Accounts Payable
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science in Taxation, Graduated
Bentley University 2012 — 2014
Bachelor of Science, Accountancy
Saint Anselm College 2010 — 2012
Bachelor of Science, Accounting
PwC January 2012 - September 2012
Bentley University November 2009 - May 2012
EXPRESS November 2010 - November 2011
Canobie Lake Park April 2010 - October 2010
Northwestern Mutual Financial Network 2003 - 2009
Focus Capital July 2008 - August 2008
Skills
Microsoft Suites, Lotus Notes, GoSystems, RPM, RIA, CCH Intelliconnect
Education
Bentley University 2012 — 2013
Master of Science (MS), Taxation
Bentley University 2009 — 2012
Bachelor of Science (BS), Accountancy
Lakeside August 2009 - Present
Grant Thornton, LLP May 2008 - September 2010
Parson Consulting April 2007 - May 2008
Deloitte Consulting July 2006 - March 2007
Grand Circle Corporation 2001 - 2005
Deloitte & Touche September 1999 - September 2002
PwC July 1998 - August 1999
O'Connor & Drew January 1995 - August 1997
Skills
Fishing, Music, Sports, ERP Implementations, Sarbanes-Oxley Act, Business Process..., Financial Reporting, Financial Analysis, Internal Controls, Management Consulting, Accounting, Internal Audit, Mergers, Auditing, Acquisition Integration, Business Transformation, Business Analysis, Process Improvement, Financial Modeling, Managerial Finance, Forecasting, Financial Services, Business Process, US GAAP, Enterprise Risk...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
MBA
Bentley University 1990 — 1994
BS
Brookline Bancorp April 2015 - Present
Brookline Bancorp August 2013 - April 2015
PwC September 2011 - August 2013
Federal Reserve Bank of Boston April 2007 - September 2011
Clinton Savings Bank January 2005 - April 2007
Skills
Financial Analysis, Credit, Financial Reporting, Accounting, Banking
Education
Bentley University 2008 — 2011
MS
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2004
MS
Boston University 1999 — 2003
BA
Hopkinton High School
Electric Power Research Institute (EPRI) May 2015 - Present
Leading Women in Technology January 2011 - Present
TIBCO Software Inc. October 2012 - January 2015
VMware August 2010 - July 2012
eBay 2007 - March 2010
Women in Licensing Bay Area 2007 - 2010
PwC 2005 - 2007
Business Objects 2004 - 2005
IPVALUE Management 2001 - 2003
KPMG 1995 - 2001
Skills
Software Licensing, Start-ups, Cross-functional Team..., Internal Audit, Auditing, Licensing, Sarbanes-Oxley Act, Finance, Intellectual Property, Accounting, Management, Financial Analysis, Due Diligence, Analysis, Internal Controls
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1993 — 1995
MST, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 1991 — 1992
MSA, Accountancy
Northeastern University
Associate of Science (A.S.)
Old Dominion University
Bachelor of Science (B.Sc.)
Millstone Medical Outsourcing, LLC June 2015 - Present
Northfield Associates, LLC January 2011 - Present
Pancon Corporation 2014 - 2015
The Hinckley Company January 2012 - January 2014
Medical Specialties Distributors, LLC October 2001 - July 2011
ADE Corporation (Publicly Traded) March 1997 - October 2001
PwC September 1991 - February 1997
Kennedy & Lehan (now McGladrey and Pullen) January 1986 - August 1988
Wolf & Company, Chartered Accountants May 1984 - January 1986
Skills
Financial Analysis, Financial Reporting, Due Diligence, Accounting, Mergers, Internal Controls, Budgets, Strategic Planning, Strategic Financial..., Auditing, Finance, Cost Accounting, Contract Negotiation, Restructuring, Analysis, Private Equity, Management, ERP, Project Planning, Revenue Recognition, Executive Management, Mergers & Acquisitions, SEC filings
Education
Northeastern University School of Law 1988 — 1991
JD, Corporate and Tax Law
Bentley University 1982 — 1984
BS, Accounting
UMass Dartmouth 1980 — 1982
Accounting
PwC July 2015 - Present
PwC October 2012 - June 2015
PwC July 2012 - October 2012
PwC June 2011 - June 2012
PwC October 2010 - May 2011
PricewaterhouseCoopers October 2009 - October 2010
PwC July 2007 - September 2009
Skills
Tax Research, Tax Accounting, Corporate Tax, International Tax, GoSystems, Tax Law, Income Tax, Partnership Taxation, CPA, Tax, Tax Preparation, Tax Returns, GAAP, SEC filings, Accounting, Tax Advisory, Financial Reporting, US GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2007
MST, Taxaton
Bryant University 2002 — 2006
B.S.B.A., Accounting, Law
Bentley College - Elkin B. McCallum Graduate School of Business
Advanced Tax Certificate, Taxation
Auburn High School
PwC July 2015 - Present
PwC July 2013 - June 2015
PwC September 2012 - June 2013
PwC August 2010 - August 2012
Skills
Accounting, Auditing, Internal Controls, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2009 — 2010
MSA, Accountancy
Willamette University MBA 2007 — 2009
MBA, Accounting and Finance
Oregon Institute of Technology 2001 — 2005
B.S., Management, Marketing Option
PwC October 2011 - Present
Deloitte & Touche January 2008 - September 2011
Skills
Enterprise Risk..., Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Financial Modeling, Capital Markets, Internal Controls, Valuation, Due Diligence
Education
Bentley University 2004 — 2007
BS, Economics/Finance
Université de Nantes 2006 — 2006
Intermediate French Language and European Economics
PwC July 2004 - Present
Skills
FATCA, SSAE 16, Internal Controls, Vendor Management, IT Risk Management, Third Party Vendor..., CPA, CISA, Accounting, Assurance, External Audit, IT Controls, IT Audit, COSO, Sarbanes-Oxley Act, Financial Reporting, AT 101, SOC 2, AUP, Financial Accounting, Pricing, Prime Brokerage, Credit Card Transaction..., Custodians, SAS70, Internal Audit, Big 4, Enterprise Risk..., Asset Managment, Insurance, Merchant Acquiring
Education
Bentley University 1992 — 1996
Bachelor of Science (B.S.), Accounting
ACON Investments July 2014 - Present
PwC May 2011 - July 2014
ePlus, Inc November 2009 - April 2011
Merrill Lynch April 2007 - April 2009
PricewaterhouseCoopers, LLP September 2005 - March 2007
New Era Accounting & Taxes Services December 2003 - June 2005
Skills
Sarbanes-Oxley Act, Internal Controls, US GAAP, Financial Audits, Internal Audit, SOX 404, Asset Management, Financial Reporting, Financial Services, USA PATRIOT Act, Private Equity, SEC filings, Auditing, Tax, General Ledger, Financial Statements, Accounting, Risk Management, Financial Analysis, GAAP, Finance, Sarbanes-Oxley, External Audit, Financial Accounting, Corporate Finance, Management, SEC Filings, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2008
MBA, Management
Bentley University
B.S., Accounting
PwC April 2011 - Present
State Street Bank and Trust June 2004 - April 2011
Skills
Financial Analysis, Microsoft Office, Asset Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
MS, Accounting
Smith College 2000 — 2004
BS, Mathematics
Boston Scientific July 2014 - Present
EMC May 2013 - July 2014
Boston Scientific September 2008 - April 2013
Boston Scientific May 2006 - September 2008
Boston Scientific April 2004 - May 2006
Boston Scientific July 2002 - March 2004
PwC July 2000 - June 2002
PwC September 1998 - June 2000
Skills
SEC reporting, Cost Accounting, Audit, Accounting, Budgeting, Financial Reporting, Compliance, Forecasting, US GAAP, Internal Controls, Analysis, Auditing, Financial Modeling, Financial Accounting, Strategic Financial..., Variance Analysis, Finance, SEC filings, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1997 — 1998
Master of Science, Accountancy
Plymouth State University 1990 — 1994
Bachelor of Science, Business Management
Danaher Corporation 2014 - Present
CFGI & Industry 2013 - 2014
Deloitte 2012 - 2013
PwC 2010 - 2011
PwC June 2009 - August 2009
DiCicco, Gulman & Company June 2008 - August 2008
Best Buy 2005 - 2008
Skills
Auditing, CPA, US GAAP, Internal Controls, Financial Reporting, Leadership, Sarbanes-Oxley Act, Assurance, Financial Accounting, SEC filings, Internal Audit, GAAP, Mergers & Acquisitions, Microsoft Excel, Corporate Finance, Budgets, Business Development, Accounting, Revenue Recognition, Big 4, Financial Analysis, Financial Statements, Sarbanes-Oxley, Financial Modeling, External Audit, Cost Accounting, Consolidation, SEC Filings
Education
Bentley University 2009 — 2010
Master of Science, Accountancy
Bentley University 2006 — 2009
Bachelor of Science, Corporate Finance and Accounting
Lorenzo de'Medici 2008 — 2008
Study Abroad, Study Abroad Program
PwC September 2015 - Present
Altra Industrial Motion June 2011 - Present
Hologic January 2010 - June 2011
Fortis April 2008 - July 2008
Mazars January 2008 - March 2008
Saint-Gobain Abrasives September 2006 - September 2007
Skills
Internal Controls, Finance, Auditing, Internal Audit, Analysis, Management, Cash Flow, Financial Statements, Financial Reporting, Financial Analysis, US GAAP, Financial Modeling, SEC filings, Accounting, Sarbanes-Oxley Act
Education
Bentley University 2008 — 2010
Master of Business Administration (MBA), Corporate Finance
Bordeaux Ecole de Management 2004 — 2008
Master of Science (M.S.), Management
GID Investment Advisors LLC December 2010 - Present
PwC August 2005 - December 2010
Skills
GAAP, US GAAP, Internal Controls, CPA, Accounting, Forecasting, Financial Accounting, Financial Reporting, Auditing, Financial Analysis, Financial Statements, General Ledger, Revenue Recognition, Sarbanes-Oxley, Assurance, SEC filings, Tax, External Audit, Variance Analysis, Sarbanes-Oxley Act, Consolidation, Big 4, Finance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
MSA, Accounting
Stonehill College 2000 — 2004
Accounting
TripAdvisor March 2015 - Present
TripAdvisor September 2013 - February 2015
PwC October 2012 - September 2013
Japan, Shiga Board of Education August 2010 - August 2012
PricewaterhouseCoopers September 2007 - August 2010
Skills
Competent in Microsoft..., Fluent in spoken and..., Intermediate level of..., Beginner level of..., Factiva, Bloomberg Terminal, Internal Controls, PowerPoint, Auditing, Financial Accounting, Financial Reporting, Accounting, Analysis, Enterprise Risk..., Access Control, Report Writing, SOX Compliancy, Business Process Testing, Financial Statements, Revenue Recognition, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Sarbanes-Oxley, GAAP
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2009
Masters of Science, Taxation - Financial Planning certificate
Bentley University 2003 — 2007
Bachelor of Science, Accounting - International Studies Minor
PwC October 2014 - Present
PwC August 2012 - October 2014
EMC July 2010 - June 2012
Skills
Assurance, Accounting, Oracle, Essbase, Auditing, SAP, Forecasting, Corporate Finance, Risk Assessment, Internal Controls, Financial Analysis, Financial Risk
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Business Analytics
Bentley University 2006 — 2010
Bachelor of Science (B.S.), Finance/Accounting
PwC September 2012 - Present
PwC August 2007 - September 2012
PwC September 2006 - August 2007
Skills
Human Resources, Demand Management, Onboarding, Performance Management, Management, Talent Acquisition, Recruiting, Applicant Tracking..., Leadership, Financial Reporting, Accounting, Tax, Auditing, Microsoft Excel, Strategy, Financial Analysis, Management Consulting, Organizational Design
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
MST, Taxation
Bentley University 2001 — 2005
BS, Corporate Finance and Accounting
WUHS 1997 — 2001
PwC September 2007 - Present
Skills
Corporate Tax, Accounting for Income..., Partnership Taxation
Education
Bentley University 2011 — 2014
Master of Taxation
Boston University - School of Management 2003 — 2007
Bachelor of Science in Business Administration, Accounting
PwC March 2015 - Present
PwC September 2014 - March 2015
PwC June 2014 - September 2014
PwC July 2013 - September 2014
PwC June 2012 - August 2012
Bentley University August 2011 - December 2011
Bentley University August 2011 - August 2011
National Association of Black Accountants (NABA) January 2010 - May 2010
Skills
Analysis, Leadership, Management, Program Management, Transfer Pricing, Financial Analysis, Economics, Time Management, Tax, Mergers & Acquisitions, Accounting, Forecasting, Private Equity, Due Diligence, Valuation, Finance, Software Documentation, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Office
Education
Bentley University 2009 — 2013
Bachelor of Science (B.S.), Economics & Finance
Vesalius College 2012 — 2012
Newton South High School 2007 — 2009
Canton High School 2005 — 2007
Eaton Vance November 2013 - Present
Eaton Vance October 2009 - November 2013
PwC August 2004 - August 2009
Skills
Accounting, Financial Reporting, Auditing, GAAP, US GAAP, Financial Statements, External Audit
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master's degree, Accounting
Bentley College 2000 — 2004
Bachelor's degree, Accounting
EMD Serono, Inc. March 2015 - Present
Liberty Mutual Insurance June 2012 - March 2015
Liberty Mutual Insurance July 2010 - June 2012
INROADS 2006 - 2010
PwC 2007 - 2009
Skills
Access, Data Analysis, Internal Audit, Process Improvement, Financial Analysis, Auditing, Internal Controls, Analysis, Microsoft Excel, Change Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2014
Master of Business Administration (MBA), Service Management
Bentley University 2004 — 2010
Bachelor of Science
Liceu Domingos Ramos
HubSpot May 2014 - Present
PwC June 2011 - Present
Feeley & Driscoll, P.C. October 2007 - June 2011
Skills
Auditing, CPA, Accounting, Tax, US GAAP, GAAP, Internal Controls, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Financial Statements, Assurance, Income Tax, Tax Preparation, IFRS
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
MS, Accounting
Bentley University 2004 — 2007
B.S., Corporate Finance and Accounting
PwC July 2005 - Present
PricewaterhouseCoopers LLP July 2000 - June 2005
Skills
Mergers & Acquisitions, Financial Reporting, US GAAP, SEC filings, CPA, Integration, Due Diligence, Dispute Settlement
Education
Bentley University 1984 — 1988
bs, accountancy
Boston Scientific January 2013 - December 2014
Nuance Communications May 2011 - December 2012
PwC February 2007 - April 2010
GID Investment Advisers LLC February 2006 - February 2007
Education
The Johns Hopkins University 2015 — 2016
Master of Applied Economics
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
Master of Taxation, Taxation
University of Vermont 2002 — 2005
Business Administration, Accounting and Finance
NeighborWorks Capital 2014 - Present
PwC 2003 - 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Accounting, financial reporting, US GAAP, Financial Reporting, Internal Audit, External Audit, Financial Statements
Education
Rider University 2015 — 2016
Master’s Degree, Accounting
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
Bachelor's Degree, Accounting
CVS Caremark Corporation June 2011 - December 2014
PwC June 2014 - August 2014
Gray, Gray & Gray January 2013 - May 2013
Bentley University May 2012 - December 2012
Skills
Bilingual-English/Chines..., QuickBooks, Microsoft Office, Peachtree, ProSystem fx Tax, ProSystem fx Fixed...
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2014 — 2015
Master of Science, Taxation
Bentley University 2012 — 2014
Corporate Finance and Accounting, Corporate Finance and Accounting
University of Massachusetts at Amherst - Isenberg School of Management 2010 — 2012
Boston Latin Academy 2006 — 2010
PwC July 2014 - Present
PwC September 2011 - June 2014
Chelsea Jewish Foundation June 2006 - July 2011
PwC June 2009 - September 2009
Skills
Finance, Auditing, US GAAP, Private Equity, Financial Services, Assurance
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Accountancy
Bentley University 2006 — 2010
Bachelor of Science, Corporate Finance & Accounting, Liberal Studies
PwC September 2015 - Present
USAlliance Federal Credit Union February 2011 - September 2015
PwC June 2014 - August 2014
DeMoulas / Market Basket August 2007 - July 2011
Education
Bentley University 2011 — 2015
Bachelor of Science, Accounting with a Minor in Finance, 3.71
Università Commerciale 'Luigi Bocconi'
Fall 2013 Study Abroad Program: Business Studies
Beverly High School 2007 — 2011
PwC October 2010 - Present
KPMG US January 2006 - October 2010
Skills
Microsoft Excel, Tax Consulting &..., Microsoft Word, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation, Editing, Team Building, Accounting
Education
Bentley University
Master's degree, Taxation
Merrimack College
Bachelor's degree, Accounting
Eversource Energy 1994 - Present
PwC 1990 - 1994
Education
Worcester Polytechnic Institute 2008 — 2009
Operations Leadership Certificate
Bentley College - Elkin B. McCallum Graduate School of Business
Master of Business Administration (MBA), Finance, General
Bentley University 1986 — 1990
Bachelor's degree, Accounting