Urbach Kahn & Werlin
Address: 66 State St, Albany, NY 12207 Phone: (518) 449-3171: : : : : Place name: : Website: Category: Hours: Website: https://uhy-us.com/ Category: Accountant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Urbach Kahn & Werlin Posting publicly on the Web Write a review Reviews Be the first to review
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Urbach Kahn & Werlin Employees
smith leonard December 2007 - Present
RSM McGladrey October 2006 - October 2007
KPMG Peat Marwick January 2006 - October 2006
US Trust February 2000 - November 2005
PwC June 1998 - February 2000
Urbach, Kahn & Werlin May 1993 - June 1998
Skills
International Tax, Tax Law, Budgets, Income Tax, Corporate Tax, Tax, SEC filings, Tax Advisory, Small Business, Tax Research, Tax Accounting, Tax Preparation, Estate Planning, Financial Analysis, GAAP, CPA, Accounting, Partnership Taxation, Tax Returns, S Corporations, Sales Tax, US GAAP, Trusts, LLC, Financial Planners, US Tax, Auditing, State Tax
Education
Albany Law School of Union University 1989 — 1993
JD, Law
Union College 1989 — 1993
MBA, Accounting
State University of New York College at Oneonta 1984 — 1988
BA, Political Science
David B. Korcz, CPA December 1989 - Present
Evolve Guest Controls June 2011 - July 2014
Travers Tool Co., Inc. June 2007 - May 2011
Mason Medical Products May 2000 - May 2007
Manhattan Beer Distributors August 1995 - May 2000
Budd & Carioto 1990 - 1995
Bollam Sheedy & Torani December 1988 - April 1990
Urbach Kahn & Werlin September 1987 - December 1988
Skills
Budgets, Strategic Planning, Forecasting, Inventory Management, Sales, Financial Analysis, Microsoft Excel, Negotiation, Microsoft Office, Microsoft Word, Outlook, Customer Service, Accounting, Management, Process Improvement, Business Strategy, Strategy, Manufacturing, Sales Operations, PowerPoint, Public Speaking, New Business Development, Team Building, Cash Management, CPA, Contract Negotiation, Business Development, Project Management, Risk Management, Leadership, Auditing, Vendor Management, Business Planning, P&L, Pricing, Tax, Financial Reporting, Windows, Teaching, Social Media, Start-ups, Mergers & Acquisitions, Entrepreneurship, P&L Management, Variance Analysis, Corporate FP&A, CFOs, Financial Statement..., US GAAP, Restructuring
Education
SUNY Albany 1983 — 1987
Bachelor of Science (BS), Accounting
Stuyvesant HS 1979 — 1983
Honors Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Behan Communications 2015 - Present
West & Co. CPA's 2011 - 2014
Lavelle & FInn 1999 - 2001
Urbach Kahn & Werlin 1995 - 1998
PwC 1995 - 1995
Education
Rochester Institute of Technology 1993 — 1995
MBA, Public Accounting
SUNY at Buffalo 1988 — 1992
BS, Business
SSP America June 2014 - Present
BT January 2003 - September 2013
BT 2003 - September 2013
Concert Communications (An AT&T and BT Joint Venture) 2000 - 2002
MCI Corporation 1996 - 2000
Urbach Kahn & Werlin 1991 - 1996
Skills
Accounting, Forecasting, Financial Reporting, Financial Analysis, General Ledger, Process Improvement, Internal Controls, Financial Accounting, Oracle Applications, SG&A, Sarbanes-Oxley, Internal Audit, External Audit, Management Accounting, Accounting Management, Intercompany..., International Business..., Department Budgeting, Microsoft Excel, Shared Service Center, Staff Development, Strategic Financial..., Project Accounting
Education
UCLA
Bachelor of Arts in Economics and Business (accounting major equivalent)
Hertz Herson & Company LLP 2011 - Present
PricewaterhouseCoopers LLP 2000 - 2011
Urbach Kahn & Werlin 1999 - 2000
Fischer Francis Trees & Watts 1995 - 1999
William M. Mercer 1993 - 1995
Deloitte & Touche 1989 - 1993
Skills
Forensic Accounting, Fraud, Business Valuation, Fraud Investigations, Financial Analysis, Due Diligence, Accounting
Education
Hofstra University
BA
New York University - Leonard N. Stern School of Business
MBA
Stony Brook University
Citrin Cooperman & Company, LLP February 2009 - Present
Willamette Management Associates 2003 - February 2009
Scillia, Dowling & Natarelli 2001 - 2003
Centerprise Advisors July 2000 - 2003
Urbach Kahn & Werlin 1989 - 2000
Schachter & Co. 1979 - 1989
Schachter & Horan 1974 - 1979
Lester Witte & Co. 1969 - 1974
Skills
Litigation Support, Forensic Accounting, Mergers, Valuation, Business Valuation, Tax, Due Diligence, Litigation Consulting, Fraud, CPA, Litigation, Civil Litigation, Financial Analysis, Mergers & Acquisitions, Expert Witness, Restructuring, Auditing, Accounting, Tax Law, Finance
Education
Pace University - Lubin School of Business
Advanced Certificate, Taxation
Pace University - Lubin School of Business
MBA
University of Pennsylvania - The Wharton School 1961 — 1965
B.S., Economics
U.S. Department of Health and Human Services May 2015 - Present
Department of Veterans Affairs October 2012 - May 2015
NGA August 2010 - October 2012
NGA August 2007 - August 2010
U.S. Department of Education August 2001 - August 2007
National Trade Productions 2000 - 2001
Smith Bucklin & Associates 1997 - 1999
FS Taylor & Associates June 1995 - June 1997
Urbach, Kahn & Werlin 1994 - 1995
Sterne, Kessler, Goldstein & Fox 1994 - 1994
Skills
Budgets, Government, Accounting, Quality Assurance, Earned Value Management, Internal Controls, Managerial Finance, Program Management, Finance, Government Contracting, Policy, PMO, Analysis, Security Clearance, DoD
Education
The George Washington University 2014 — 2017
Doctor of Education (Ed.D.), Human Organizational Learning
American University 2011 — 2013
Master of Public Administration (M.P.A.) (Key Executive)
University of Dayton 1987 — 1991
Bachelor of Science (B.S.), Accounting
Oxon Hill
Department of the Interior May 2014 - Present
US Fish and Wildlife Service June 2012 - May 2014
Association of Government Accountants (AGA) July 2013 - June 2014
PwC August 2004 - May 2012
Urbach, Kahn & Werlin June 2002 - June 2004
Skills
Auditing, Financial Reporting, Accounting, GAAP, Internal Controls, Sarbanes-Oxley Act, US GAAP, Financial Accounting
Education
Harding University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting
Community Care Physicians, P.C. November 2010 - Present
Ob/Gyn Health Center Associates, LLP February 1997 - November 2010
Urbach, Kahn & Werlin December 1992 - February 1997
United States Air Force October 1985 - October 1989
Skills
EMR, Healthcare Management, HIPAA, Healthcare, EHR, Practice Management, Software Documentation, Hospitals, Physicians, Physician Relations
Education
Siena College 1989 — 1992
Bachelor of Business Administration (BBA), Accounting
Arcade Beauty May 2013 - Present
Walgreens September 2011 - May 2013
Northstar Aerospace July 2009 - September 2011
Visant Corporation November 2007 - June 2009
Visant Corporation July 2006 - November 2007
Eisner LLP November 2001 - June 2006
Urbach Kahn & Werlin September 1997 - October 2001
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA
Ball State University - College of Business 1993 — 1996
Purdue University 1991 — 1993
engineering
St. Joseph Health July 2015 - Present
PIH Health Physicians June 2013 - July 2015
Hoag Memorial Hospital February 2007 - June 2013
Providence Health and Services September 1997 - January 2007
Urbach, Kahn & Werlin October 1996 - September 1997
Aetna Life & Casualty January 1995 - October 1996
Education
California State University-Northridge 1989 — 1994
Bachelor of Science (B.S.), Accounting
Mirae Asset Global Investments March 2013 - Present
Mirae Asset Global Investments August 2009 - Present
Gradient Partners, L.P. September 2004 - August 2009
P. Schoenfeld Asset Management 1999 - 2004
Josephthal & Co. Inc 1994 - 1999
BDO 1989 - 1994
Urbach Kahn & Werlin 1988 - 1989
Urbach Kahn & Werlin 1988 - 1989
Urbach Kahn & Werlin 1988 - 1989
Skills
Asset Management, Hedge Funds, Alternative Investments, Investments, Financial Reporting, Accounting, Auditing, Bloomberg, Due Diligence, Asset Managment, Mutual Funds, ETFs, Emerging Markets, International Business, Equities, Derivatives, Portfolio Management, Capital Markets, Financial Modeling, Financial Analysis, Fixed Income
Education
State University of New York College at Geneseo 1984 — 1988
Bachelor of Science (BS), Accounting
Piasecki & Company CPA's, LLC October 1994 - Present
Piasecki & Company CPA's October 1994 - Present
Piasecki & Company CPA's LLC 1994 - Present
State of Connecticut Judicial Department October 1994 - June 2012
Bregman & Company, CPA's 1981 - 1994
Bregman & Company January 1981 - January 1985
Urbach, Kahn & Werlin January 1979 - January 1981
Schachter & Company 1979 - 1981
Skills
Tax, Litigation Support, Small Business, Income Tax, IRS, Forensic Accounting, Tax Services, Restructuring, Collaborative Law, Family Law, Tax Returns, Mediation, Estate Planning, Partnership Taxation, CPA, Financial Accounting, QuickBooks, Trusts, Financial Reporting, LLC, Tax Preparation, Courts, Estate Tax Planning, Tax Law, Tax Research, Corporate Tax, Tax Accounting, Due Diligence, Business Valuation, Finance, High Net Worth..., Sales Tax, Strategic Financial..., Preparation, Estate Administration, Auditing, GAAP, Valuation, Mergers & Acquisitions, Financial Planners, Bankruptcy, Bookkeeping, Cash Flow, Corporate Governance, Internal Controls, Alternative Dispute..., Powers of Attorney, Accounting
Education
Pace University-Pleasantville/Briarcliff Campus 1976 — 1980
BBA, Accounting
Greenwich High School 1972 — 1976
Hamilton Avenue 1964 — 1972
NYC DEPARTMENT OF EDUCATION July 2012 - Present
NYC DEPARTMENT OF EDUCATION April 2009 - June 2012
AVANADE April 2007 - December 2008
DC GOVERNMENT March 2004 - November 2006
ACCENTURE January 1999 - October 2003
PRICEWATERHOUSE COOPERS September 1990 - December 1998
URBACH, KAHN & WERLIN September 1988 - May 1990
Skills
SDLC, Integration, Requirements Analysis, Business Intelligence, ITIL, Solution Architecture, IT Management, Software Development, Strategy, Enterprise Software, SOA, Testing, Data Warehousing, Management, Oracle
Education
Baruch College, City University of New York (CUNY) 1982 — 1988
BBA, Accounting
Baruch College, City University of New York (CUNY) 1982 — 1988
MBA, Computer Information Systems
Northeast Health Foundation October 2003 - Present
Northeast Health December 2002 - October 2003
Northeast Heatlh November 2000 - December 2002
The Eddy April 1997 - November 2000
Samaritan Hospital May 1992 - April 1997
Urbach, Kahn & Werlin September 1986 - May 1992
Skills
Volunteer Management, Planned Giving, Non-profits, Community Outreach, Fundraising, Program Development, Non-profit..., Grant Writing, Strategic Planning, Philanthropy, Board Development, Public Speaking, Event Planning, Nonprofits, Stewardship, Marketing Communications, Higher Education, Event Management, Public Relations, Budgets, Grants, Marketing, Annual Giving
Education
Siena College 1988 — 1990
Bachelor of Business Administration (B.B.A.), Finance, Magna Cum-Laude
State University of New York at Albany 1986 — 1988
Accounting and Business/Management
McKesson January 2013 - Present
MED3000 1998 - December 2012
Avanti Health System, LLC 1996 - 1998
Urbach Kahn & Werlin 1985 - 1996
Skills
Healthcare, Revenue Cycle, EHR, Healthcare Information..., Revenue Cycle Management, Healthcare Consulting, Physicians, EMR, HIPAA, Practice Management, Healthcare Management, Physician Relations, Managed Care, Healthcare Industry, Hospitals, Process Improvement, Informatics, Medicare, Strategic Planning, Medical Billing
Education
Baruch College
Bachelor of Business Administration (BBA), Accounting
Rutland South Supervisory Union January 2010 - Present
Stanley F. Pawlaczyk, CPA November 2007 - Present
RC Smith & Company June 1994 - January 2010
Urbach Kahn & Werlin January 1986 - June 1994
Skills
Strategic Planning, Microsoft Office, Budgets, Business Strategy, Customer Service, Microsoft Excel, Microsoft Word, Personal Development, Portfolio Management, Tax Preparation, Nonprofits
Education
Castleton State College 1982 — 1985
Bachelor's degree, Accounting
University of Vermont 1980 — 1982
NYSARC, Inc August 2011 - Present
NYMED 2008 - August 2011
Schenectady ARC 1999 - 2008
HUM / Partners Health Plan 1998 - 1999
Urbach, Kahn & Werlin 1990 - 1998
Matson, Driscoll & Damico LLP 1986 - 1990
Skills
PowerPoint, Fundraising, Microsoft Excel, Budgets, Nonprofits, Strategic Planning, Microsoft Word
Education
Le Moyne College 1983 — 1987
Bachelor of Science (BS), Accounting
Rensselaer Polytechnic Institute 2014 - Present
Liberty Tax Service 2014 - 2014
Benedict Health Center 1994 - 1997
Urbach, Kahn & Werlin 1992 - 1994
Schenectady Family Health Services 1988 - 1991
Skills
Accounting, HIPAA, Healthcare Management, Microsoft Excel, Nursing, Medical Terminology, Tax, Finance, Healthcare, Hospitals, Payroll, EMR, Healthcare Information..., Management, Medical Billing, Budgets
Education
Union College 1986 — 1988
Master of Business Administration (M.B.A.), Accounting and Business/Management
SUNY Fredonia 1982 — 1985
Bachelor's degree, Communication and Media Studies