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Work Background
Mary Russo, CPAIndependent Business Consultant
Dec. 2024Rochester, New York, United States
B2B CFO®Partner
Mar. 2023 - Dec. 2024Rochester, New York, United StatesB2B CFO® provides Strategic Business Advisory Services to owners of privately held companies. We focus on increasing cash and company value. By redefining the way that these services are provided, we have created a new industry, which we dominate and lead. With a nationwide presence, B2B CFO® is the largest company of its kind in this industry. Founded in 1987, we have ranked four times in the Inc. 5000 and were recognized as one of Forbes Magazine’s “Small Giants.” Over the decades, we have published books and created numerous resources, including an award-winning and patented software. For more information about how we help business owners excel, please visit www.B2BCFO.com
Mental Health AssociationPresident & Chief Executive Officer
May. 2019 - Mar. 2023Rochester NY United States
ProNexus, LLCInterim Chief Executive Officer
Mar. 2019 - May. 2019Mental Health Association of Rochester
Louis S. Wolk JCC of Greater RochesterChief Financial Officer
Nov. 2016 - Jan. 20191200 Edgewood Ave, Rochester, NY 14618Held a significant leadership role in the strategic planning of company’s financial budget, revenues and cash flow management.
St. John's Senior ServicesDirector of Finance & Business Affairs
Mar. 2015 - Dec. 2016Rochester, New York
The Bonadio GroupSenior Accountant
Jan. 2014 - Mar. 2015171 Sully's Trail, Pittsford, NY 14534Proud to be a member of the Healthcare / Tax Exempt Team.
Crush Beer & Wine ToursCo-Founder & Fiscal Officer
May. 2013As Co-Founder and Fiscal Officer of the corporation; responsible for maintaining compliance with the Internal Revenue Service, Department of Labor and Department of Transportation.
Pittsford Little League TreasurerTreasurer
May. 2011 - Sep. 2012
Greater Rochester Area Partnership of the ElderlyFinance Committee Chair
Jul. 2010 - Mar. 2015
The Friendly HomeDirector of Finance
Aug. 2006 - Jan. 2014Prepares monthly financial statements for multiple entities using Excel Report Writer.
Manages the operational cycle and six staff personnel in the finance department.
Responsible for preparing annual Medicare and Medicaid cost reports, the operating budget and audit schedules.
Bernardi & Russo, LLPSenior Staff Accountant
Sep. 2005 - Aug. 2006Administered reviews and compilations using Peachtree, QuickBooks and Creative Solutions software.
Prepared individual tax returns using Lacerte tax preparation software.
Completed tax projections and financial forecasts using Lacerte Income Tax Planner and Microsoft Excel.
Anesthesia Associates of RochesterMedical Billing Consultant
Mar. 2003 - May. 2005
Fredericksen & Sirianni, LLPStaff Accountant
Nov. 2002 - Aug. 2005Administered audits, reviews and compilations using QuickBooks and ProSystems FX Engagement.
Prepared corporate, partnership, estate, defined benefit and individual tax returns.
Completed tax projections and financial forecasts using BNA Income Tax Planner and Microsoft Excel.
EFP Rotenberg, LLPIntern
Jan. 2001 - Dec. 2002
Anesthesia Associates of RochesterMedical Billing Specialist
Aug. 1996 - Aug. 2001Managed Medicaid aging receivables and assisted in launch of Medicaid web-based billing.
Collected receivables from Medicare, Excellus, independent commercial carriers and personal accounts.
Initiated and designed electronic format for Medicaid electronic billing.
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