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Our Team: Derek R. Montolio

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Derek provides a range of accounting services to JDJ clients, including bill paying and expense reporting, investment and bank account reconciliation, financial reporting, and tax document organization. Motivated, enthusiastic, and diligent, Derek is an asset to all the client teams of which he is a part.

Prior to joining JDJ, Derek was a Senior Accountant at Main Street Bank. In this role, his responsibilities included supervising daily general ledger activity and reconciliations, and managing daily cash requirements with the Federal Reserve Bank. Additional responsibilities included month-end analysis and reconciliation procedures, maintaining documentation for audit support, verifying compliance documentation for wire transfers, and analyzing variance accounts. Previously, Derek held the position of Staff Accountant at a medical device manufacturer. In addition, Derek worked at a regional, full-service CPA firm where he audited, examined, and compiled GAAP financial statements and prepared tax returns for clients in a wide range of industries.

Derek graduated magna cum laude from Fitchburg State University with a Bachelor of Science degree in Business Administration with a concentration in Accounting. He is pursuing a Master of Business Administration at Fitchburg State University.

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