Senior Managers

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Senior Manager, Accounting & Auditing Department, 2017 – Present
• KPMG LLP, 2009 – 2017

AREAS OF EXPERTISE

• Planning, managing, supervising, reviewing and performing financial statement audits and reviews
• Office of Management and Budget (OMB) Single Audits for large U.S. governmental departments and agencies, as well as for not-for-profit organizations
• Employee Benefit Plan audits
• Industry experience includes:
  • Manufacturing
  • Higher Education
  • Not-for-profit organizations
  • Healthcare
  • Defined Benefit Plans and Defined Contribution Plans

EDUCATION

• Canisius College, Buffalo, New York
  • Bachelor of Science Degree, Accounting and Accounting Information Systems, (Summa Cum Laude), 2009

LICENSES / PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) licensed in New York State
• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• Healthcare Financial Management Association member

COMMUNITY SUPPORT

• Goodwill Industries of WNY, Member, Board of Directors and Donated Goods Retail Committee
• Babe Ruth World Series, Jamestown Chapter, Member, Board of Directors

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Senior Manager, Tax Department, 2012 – Present
  • Manager, Tax Department, 2008 – 2012
  • Public Accounting, 1995 – 2007

AREAS OF EXPERTISE

• Corporate taxation and planning
• Individual taxation and planning
• Closely-held and family-owned businesses
• Industries served include: manufacturing; real estate; retail & online retailers; professional services; medical practices

EDUCATION

• University of Akron, Akron, Ohio
  • Bachelor of Science Degree, Accounting, 1994

LICENSES / PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) licensed in New York State and California
• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)

COMMUNITY SUPPORT

• National Multiple Sclerosis Society

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Senior Manager, Tax Department, 2008 – Present
  • Manager, Tax Department, 2005 – 2008
• PepsiCo. / Pepsi Bottling Group, Westchester County, New York, 2001 – 2005
• Arthur Andersen LLP, Rochester, New York, 1998 – 2001

AREAS OF EXPERTISE

• Consolidated corporation tax return compliance
• Multi-state tax planning
• Acquisition / due diligence consulting

EDUCATION

• Rochester Institute of Technology, Rochester, New York
  Bachelor of Science Degree, Accounting, 1998

LICENSES / PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) Licensed in New York State
• American Institute of Certified Public Accountants (AICPA)

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Manager, Tax Department 2014 – Present
  • Supervising Senior Accountant, Tax Department, 2011 – 2014
  • Senior Accountant, Tax Department, 2009 – 2011
  • Staff Accountant, Tax Department, 2007 – 2009

AREAS OF EXPERTISE

• Tax consulting and compliance
• Corporate taxation
• Cross-border taxation
• Federal and state taxation of motor fuels
• Industries served include manufacturing, retail food, auto dealers, fuel distributors & refiners

EDUCATION

• Canisius College, Buffalo, New York
  • Bachelor of Science, Accounting, and Information Systems, 2007

LICENSES/PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) Licensed in New York State
• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)

COMMUNITY SUPPORT

• National Parkinson Foundation WNY, Treasurer and Board Member, 2013 – Present
• St. Amelia’s RC Church Parish Council, 2013 – Present

AWARDS & HONORS

• Eagle Scout, 2002

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Senior Manager, Accounting & Auditing Department: 2017
  • Manager, Accounting & Auditing Department 2015 – 2017
  • Supervising Senior Accountant, Accounting & Auditing Department, 2013 – 2015
  • Senior Accountant, Accounting & Auditing Department, 2011 – 2013
  • Staff Accountant, Accounting & Auditing Department, 2009 – 2011

AREAS OF EXPERTISE

• Audits, reviews and compilations of for-profit businesses
• Audits of not-for-profit organizations and labor unions
• Audits of single-employer and multi-employer employee benefit plans
• Business valuation services
• Industries served include manufacturing, contractors, not-for-profit organizations, labor unions, employee benefit plans and governmental entities

EDUCATION

• • University at Buffalo, Bachelor of Science Degree, Business Administration, 2009

LICENSES/PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) Licensed in New York State
• American Institute of Certified Public Accountants (AICPA)
• AICPA Accredited in Business Valuations (ABV)
• New York State Society of Certified Public Accountants (NYSSCPA)

PROFESSIONAL EXPERIENCE

• Tronconi Segarra & Associates LLP
  • Senior Manager, 2014 – Present
  • Manager, 2011 – 2013
  • Supervising Senior Accountant, 2009 – 2011
  • Senior Accountant, 2006 – 2009
• Private Industry, 2013 – 2014
• Public Accounting, 1999 – 2006

AREAS OF EXPERTISE

• Corporate taxation and planning
• Individual taxation and planning
• Closely-held companies and family businesses
• Affordable Care Act (ACA) consulting and compliance
• General Ledger services

EDUCATION

• Canisius College, Buffalo, New York
  • Masters in Business Administration, Professional Accounting, 2001
• State University of New York at Buffalo, Buffalo, New York
  • Bachelor of Arts Degree, Health and Human Services, 1995

LICENSES / PROFESSIONAL AFFILIATIONS

• Certified Public Accountant (CPA) licensed in New York State
• American Institute of Certified Public Accountants (AICPA)
• New York State Society of Certified Public Accountants (NYSSCPA)
• President Elect, NYSSCPA Buffalo Chapter

COMMUNITY SUPPORT

• Member, Kleinhans Music Hall Usher Team