People

Jerry O’Neil

Partner

Jerry O'Neil

I spent 35 years with a Big Four accounting firm, as the leader of the education and not-for-profit practice where I gained an appreciation and understanding of the kind of hands-on quality service my clients deserve and need.

Jerry O’Neil is a Partner of the Firm and has more than 39 years of experience in public accounting. He assists his clients with a wide variety of accounting, tax, management and governance issues. Jerry’s client services include budget and financial statement analysis, internal control reviews, management reporting, and performance of audits in accordance with Government Auditing Standards and OMB Circular A-133.

Before joining PKF O’Connor Davies, Jerry had 35 years of experience with PricewaterhouseCoopers, where he served as partner-in-charge of the New York metro region higher education and not-for-profit services practice. He was responsible for coordinating the services to educational, philanthropic, cultural and other tax-exempt organizations.

Jerry is a member of PKF O’Connor Davies’ Continuing Professional Education Committee and an instructor at many of the Firm’s training courses. He is the editor of the Firm’s electronic newsletter, NonProfit Notes, and a frequent contributor. Jerry leads a number of seminars at PKF O’Connor Davies each year, including the annual Executive Forum for Educational and Not-for-Profit Institutions.

Professional Affiliations & Civic Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of Certified Public Accountants (NYSSCPA)

Accreditations

  • Certified Public Accountant (Connecticut and New York)

Education