|
Career Experience
|
|
1994 - Present |
Co-Founder
and Managing Partner:
Parmelee, Poirier & Associates LLP, Warwick RI
PP&A is
a full service firm offering a range of accounting, auditing,
income tax planning, tax preparation, financial planning, and
third-party consulting services for businesses and individuals.
Additionally the firm performs audits and consulting services
for municipal and state governments, school departments and
private industry.
Responsibilities within the firm include:
-
New business development
-
Resolution of clients’ business and accounting issues
-
Performance of executive administrative responsibilities and
staff management
responsibilities as required
-
Serve as Partner-In-Charge for select client engagements
|
|
1987 - 2003 |
Founder:
Bernard A. Poirier & Company, Certified Public Accountants.
Accounting
services include audits, reviews, compilations, tax planning and
preparation, and financial management and consulting. Clients
include profit and Not-for-Profit organizations in commercial
and government sectors.
Responsibilities within the firm include:
-
Office management and administrations
-
Preparation of financial statements
-
Tax planning and preparation for individuals and businesses
-
Design and installation of accounting systems (computerized and
manual) for
commercial clients
-
Personal financial management and consulting
Areas of
specialty:
-
Annual audits, reviews, and design of systems to address
changing requirements for
HUD-regulated housing projects.
|
|
1986 - 1987 |
General
Manager:
Foxhollow Resort, Lenox MA.
Replaced owner during temporary absence.
Duties
included:
-
Oversight of 40 condominium units under construction
-
Management of an additional 40 occupied units
-
Management of 74 Timeshare units
-
Management of 50-room hotel/spa
|
|
1984-1986 |
Senior
Manager:
Ronald H. Nani & Company, Cranston RI
Duties
included:
-
Client management
-
Scheduling of client services
-
Management of office staff
Accomplishments
included: design and installation of a computerized accounting
system for seven related timeshare companies
|
|
1980-1984 |
Supervising
Senior:
Peat, Marwick, Mitchell & Company, Certified Public
Accountants
Engagements
included:
-
Designation as computer audit specialist
-
Designation as governmental audit specialist
-
Designation as Senior Accountant for design and installation of
procedures to
implement computerized cost allocation system
conforming to OMB Circular A-112 at
the University of Rhode
Island, Kingston.
-
Designation as Senior Accountant for design and installation of
audit in 1982 and 1983
-
Participation in East Greenwich Town and School Department
annual audits
-
Participation in Chariho School District annual audit
-
Participation in City of Newport annual audit
|
| |
|
|
Professional Memberships
|
| |
Memberships
-
American Institute of Certified Public Accountants (AICPA)
-
Rhode Island Society of Certified Public Accountants (RISCPA)
-
Rhode Island Builders Association
Other Affiliations
-
Treasurer: Pawtuxet Valley Chamber of Commerce, West Warwick RI
-
Former Treasurer: Tyler Free Library, Foster RI
-
Former Vice President: University Credit Union, Amherst MA
|
| |
|
|
Education/Certification
|
| |
-
Licensed as a Certified Pubic Accountant
-
Master of Science in Taxation: Bryant College, Smithfield RI
-
Bachelor of Science in Accounting: University of Massachusetts,
Amherst MA
-
Continual Attendance of professional education courses related
to governmental accounting and other topics as required by OMB
regulations and licensing board.
|
|