Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Joshua Gregory

Southington

Summary

Dynamic finance professional with experience at Adams Samartino & Co CPA, excelling in financial analysis and tax compliance. Proven track record in budget management and effective communication, having successfully managed chapter finances exceeding $50,000 as Vice President of Finance. Adept at problem-solving and collaborating with diverse teams to achieve goals.

Overview

7
7
years of professional experience

Work History

Vice President of Finance

Beta Theta Pi - Sacred Heart University
Fairfield
10.2023 - 10.2024

· Managed chapter finances exceeding $50,000.

· Created and enforced budgets, issued payments, and maintained billing.

· Collaborated with 90+ members and administrators.

· Elected by peers to executive leadership role.

Accounting Intern

Adams Samartino & Co CPA
Bristol
07.2024 - 08.2024

· Conducted financial analyses to support client decision-making.

· Prepared and filed tax returns, ensuring compliance with regulations.

· Used QuickBooks and UltraTax for financial reporting and data management.

· Performed bank reconciliations and resolved discrepancies.

Robotics Mentor (Volunteer)

Kelley Elementary School
Southington
09.2017 - 06.2021

· Mentored 4th–5th grade students in robotics and STEM concepts.

· Taught and built robotics curriculum weekly.

· Helped raise $10,000+ for student competition travel.

· Communicated technical concepts effectively to young students.

Education

Master of Science - Accounting

Sacred Heart University
Fairfield, CT
08-2025

Bachelor of Science - Accounting And Finance

Sacred Heart University
Fairfield, CT
09-2024

Skills

  • Financial analysis
  • Budget management
  • Tax compliance
  • QuickBooks proficiency
  • Effective communication
  • Team collaboration
  • Problem solving
  • Financial analysis and reporting

Timeline

Accounting Intern

Adams Samartino & Co CPA
07.2024 - 08.2024

Vice President of Finance

Beta Theta Pi - Sacred Heart University
10.2023 - 10.2024

Robotics Mentor (Volunteer)

Kelley Elementary School
09.2017 - 06.2021

Master of Science - Accounting

Sacred Heart University

Bachelor of Science - Accounting And Finance

Sacred Heart University