Quality Control Manager

John P Morse CPA

**** *** ******

Lake Ann, MI 49650

231-***-**** (Home)

231-***-**** (Cell)

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OBJECTIVE:

To provide quality financial services in accounting or finance in North

West Michigan

SUMMARY:

. Recent Commercial Banking experience

. Twenty plus years of progressive accounting and auditing experience

. Licensed Certified Public Accountant in Michigan since 1987

. Significant Governmental and Non Profit auditing experience.

. Substantial experience in Individual and business income tax preparation.

. Proficient with MS Word, Excel, and many accounting, tax & banking

software applications

. Extensive experience managing personnel & working with the public

EXPERIENCE:

Manville & Schell PC, Traverse City, MI

Senior Staff Accountant

October 2012 - May 2013

. Supervised and reviewed small business accounting and bookkeeping

services

. Prepared tax returns for numerous small businesses and individuals

. Reviewed tax returns for numerous small businesses and individuals

. Provided Small Business Accounting, Consulting and Management Advisory

Services

L E Williams & Co, CPA's Traverse City, MI

Senior Staff Accountant March 2010 to July 2012

. Supervised small business payroll and bookkeeping services

. Managed review engagements for Non Profit and Condominium Association

Clients

. Provided Small Business Accounting, Consulting and Management Advisory

Services

. Prepared tax returns for numerous small businesses and individuals

. Assisted with the development of firm's quality control system

Wells Fargo Bank Traverse City MI

Business Banking Relationship Manager July 2006 to March 2010

. Developed new market for business banking

. Responsible for developing new Commercial Banking Relationships

. Increased size of customer portfolio from zero to over 40

. Worked independently without local management or supervision

. Worked primarily with clients with annual revenues of $5 Million to $20

Million

. Developed business relationships without having a local retail banking

presence

Fifth Third Bank

Business Banking Officer January 2005 to February 2006

. Responsible for solving problems of clients needs for borrowing and

business banking.

. Identified qualified prospects throughout assigned region and followed

up on prospects

. Interviewed applicants to develop information concerning their

businesses banking needs

. Provided supervision for the lending activities of Banking Center

Mangers

. Provided advice and direction to prospects and customers in regard to

bank services

. Monitored exception reports and reviewed with Regional and Banking

Center Mangers.

Audit Manager/ Partner January 1988 to January 2005

J L Stephan Co, CPA's Traverse City, MI

. Developed and supervised audit department

. Increased number of audit clients from zero to over 25

. Supervised and trained accounting and audit staff

. Supervised small business payroll and bookkeeping services

. Managed audits for Governmental, Non Profit and SEC Audit clients

. Provided Small Business Accounting, Consulting and Management Advisory

Services

. Performed AICPA and SEC Practice Section Peer Reviews

. Prepared tax returns for numerous small businesses and individuals

. Responsible for bidding procedures for auditing and accounting

engagements

. Assisted with the development of firm's quality control system

. Responsible for annual quality control inspection and peer review

preparation

EDUCATION:

. Bachelor of Science in Accountancy, Ferris State College, June 1985 (High

Honors)

. Associates of Applied Science in Business Data Processing and Business

Management, Northwestern Michigan College, June 1983

. AICPA Certificate of Educational Achievement in Government Accounting &

Auditing

. Wells Fargo College of Commercial Credit June 2007

. BSA Wood Badge October 2004

AFFILIATIONS:

. American Institute of Certified Public Accountants

. Michigan Association of Certified Public Accountants

. Economic Club of Traverse City

. Traverse City Area Chamber of Commerce

ACTIVITIES:

. Boy Scouts of America Scenic Trails Council and Troop 267 Adult Leader

. Benzie Schools Educational Foundation Founding Board Member, & Past

President

. Benzie County Republican Party Executive Committee Member, & Past

Chairman

. Community Reconciliation Services Volunteer Mediator

. Cherryland Electric Community Caring Board Member and Past President

. Knights of Columbus Financial Secretary

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