State University of
New York at Buffalo Buffalo, New York
Bachelor of Science in
Business Administration
Concentration in
Accounting,
Concentration in Finance
Additional Significant
Coursework in Information Technology and Management Systems
Varsity Ice Hockey,
Varsity
Lacrosse (WSC) and Various Other Clubs, Activities, and Community
Involvement
Professional
Certified Public
Accountant
(CPA) - Commonwealth of Pennsylvania
Current Software
Certifications: DacEasy
by Sage, Peachtree by Sage, and Intuit QuickBooks (accounting),
Timeslips
by Sage (time and billing), Gavel and Gown Amicus Attorney (case
management),
Currently Pursuing Certified Valuation Analyst (CVA) Designation
Experience
Over 20 years of
experience
as a practicing, independent Certified Public Accountant, Business
Manager,
CFO, Forensic Accountant, and Information Technology professional.
Worked at the following firms, in order from earliest to most recent:
Maillie, Falconiero
& Company LLP
Certified Public
Accountants
and Business Counselors Oaks, Pennsylvania
Senior Accountant
Grant Thornton
LLP Philadelphia, Pennsylvania
Grant Thornton LLP is
the U.S. member firm of Grant Thornton International Ltd, one of the
six global audit, tax and advisory organizations.
Senior Consultant
The Neve Group, LTD
Certified Public
Accountants
and Management Consultants Plymouth Meeting, Pennsylvania
Founder and Current
President of Local CPA Firm
Diversified and vast
client/project experience and qualifications include, but are not
limited
to the following:
CPA prepared Financial Statements,
including Compilation, Review, and SEC required (10Q and 10K) for
privately
and publicly held businesses in many different industries. CPA
prepared Income Tax Returns, business, personal and estate/trust -
Federal and most states. Experience in the preparation of income tax
returns for consolidated or multiple entities, and high net worth
individuals.
Has signed over 5,000 returns while in practice.
A tax professional
who understands how tax laws apply to each client situation. Trained
and experienced to help clients take advantage of tax breaks now as
well as plan for the future. Trustworthy, reliability, trained in tax
research techniques using state-of-the-art electronic research, and
experienced in representing clients before the IRS and other taxing
authorities should the need arise.
Personally involved in litigation
support engagements for clients, requiring the analysis, calculation,
and evaluation of economic losses, including business income loss,
loss
of property (including inventory), and ongoing affect of casualties
on business operations and profitability. These engagements often
included the requirement to analyze the ongoing economic impact of a
particular incident or loss on a business over a certain period of
time,
and generating a report for submission to the court to assist legal
representation with the litigation process.
Provided outsourced Full Charge
Accounting/Controllership/CFO services to clients in various
industries,
most notably: professional services firms, retail, distribution,
manufacturing,
contracting, and others. Extensive experience in providing business
consulting services to companies of varying size, from $100,000 in
revenues
to $50,000,000 in revenue. In a controllership or CFO role,
proficient
in day-to-day transactions involving company payables, receivables,
and general accounting: payroll, billing, financial reporting, cash
management (such as AP/AR control, and maintaining relationships with
the firm's banks and vendors), and the preparation of budgets and/or
projected financial statements and business plans: functioned as
integral
advisor to the administrative management team, ensuring that decisions
are made with full information and awareness of the bottom line.
Extensive experience in the
implementation and evaluation of Information Technology infrastructure
and accounting software in various industries, most notably the
automation
of manual accounting systems and/or the conversion from outgrown or
outdated accounting software. This included re-engineering of business
processes to increase productivity and efficiency, and to identify and
track critical business barometers.
Interests: Family
(married, father of twin boys), Fitness, Hockey, Lacrosse, Mountain
Biking, Dogs, Cars, Audio Books
