J. Michael Norton

http://www.LinkedIn.com/in/jmichaelnorton

ad16gu@r.postjobfree.com • 508-***-****

Financial Services Professional

• CFO • Controller • Accounting Manager • Senior Accountant

Accomplished, dynamic, and detail-oriented Financial Services Professional with sound financial acumen, numerous industry designations, and 15+ years of well-rounded experience in all facets of setting up and managing GAAP-compliant public accounting, nonprofit and fund accounting, and treasury management. Able to explain and present potentially-complex systems, options, products, and services with ease, clarity, and confidence. Exceptional listening, interpersonal, and people skills. Lead-by-example professional passionate about providing extraordinary products, services, and customer experiences.

Areas of Expertise

•General Accounting, Bookkeeping, and Tax Preparation

•Accounts Payable: payables on schedule, three-way matching

•Payroll Processing: automated and Manual Data Entry, Payroll Checks, Payroll Tax Filings, and Journal Entries

•Accounts Receivable: Invoicing, Posting, Deposits, Cash Application, and Collections

•Month-End Close Activities: Bank Account Reconciliation, Financial Analysis, Multiple Accounts, Income Statements, Balance Sheets, General Ledgers, General Journals, and Forensic Auditing

•Financial Services: Banking, Lending, and Real Estate

•Managing Financials, including: P&L Management, and Balance Sheet and Reconciliations.

•Provision of Financial Advice

•Income Tax Return Preparation: Individual Corporate, Trust, and Partnership Returns

•QuickBooks for Full Functioning Bookkeeping

•Microsoft Dynamics GP

•Blackbaud Financial Edge Non-Profit Accounting Software

•MS Office Suite

•Industry-Specific Software

Experience

Accounting Manager 2 years

Alliance Property Management Solutions, LLC Largo, FL

Accounting for multiple HOA entities including accounts receivable and accounts payable. Month End and yearly closings. Monthly financial statements including Income Statements, Balance Sheet, Budget Analysis and Budget monitoring. Designed and implemented a system to manage and account for jobs and projects.

Accountant • 4 years

ROBERT HALF Accountemps St Petersburg, Florida

Recruited to provide a variety of general to highly-specialized accounting services for a portfolio of diverse businesses, including: AR Metallizing Ltd, SPC College Foundation, St Petersburg Chamber of Commerce, Prestige Spa Covers, Lightning Master, and Alliance Property Management Solutions, LLC.

Assignments ranged from Controller, Accounting Manager, and general accounting, including AP/AR, and bookkeeping to bank account reconciliation, payroll processing, treasury management, and tax preparation. I consistently implemented best practices and adhered to all GAAP principles and guidelines to ensure accurate accrual accounting practices and to maintain financial integrity and compliance for each business.

Accounting Manager • 1 years

CLEARWATER NEIGHBORHOOD HOUSING SERVICES Clearwater, Florida

Embraced the opportunity to transform this non-profit community service’s Finance Department into a well-organized, efficient, and audit-ready operation.

While improving processes, procedures, and protocols, successfully managed all financial matters, including: accounting, financial reporting, loan portfolio administration and collection, insurance, financial operations, accounting system modification, and audit preparation.

Controller • 4 years

ALL AMERICAN BAR AND GRILL W. Dennis, MA

As the Controller at this popular eatery, not only provided financial oversight of all financial operations, including treasury management, financial statement preparation, and accounting management, but also used sound financial acumen to advise leadership on company goals.

Prepared journal entry, bank reconciliations, and other financial statements; managed A/P and company accounting procedures and operations; prepared and submitted annual tax returns; provided POS system management and established remote financial management capability.

Certified Financial Planner • 10+ years

BAYSTATE INVESTMENT ADVISORS, INC. Framingham, MA

As a CFP and Registered Investment Advisor, launched and ran a highly successful, for-profit financial planning firm providing private equity investment, wealth management, tax preparation, and business management advice and services.

Developed and managed an ever-growing portfolio of loyal and referring affluent clients.

Additional Experience

Regional Branch Manager, JACOB DEAN MORTGAGE CO., INC.

and EW MORTGAGE CO., INC. • 5+ years

Unique Accomplishment

CEO, Managing Member • 2005 to present GREEN VIEW REALTY, LLC.

Organized and managed from conception, a single purpose entity for the development of a 52-acre parcel of land that has remediated a brownfield and enabled the highest and best use of the land. A 10.27-megawatt solar project has been permitted and constructed and is now in commercial operation. Value-added $5,000,000 in lease revenue.

Certifications, Designations, & Qualifications

Certified Financial Planner: (CFP) Board of Standards

Registered Investment Advisor: Securities Exchange Commission, Commonwealth of Massachusetts

Registered Representative Series 7 Private Placements: National Association of Securities Dealers

Mortgage Broker: Commonwealth of Massachusetts

Realtor: Commonwealth of Massachusetts: Realtor, Sales Agent

Chartered Financial Consultant (ChFC): American College

Charter Life Underwriter (CLU): American College

Insurance Agent: Life, Health, and Variable Annuities: Commonwealth of Massachusetts

Sailing Instructor: ASA Certified sailing instructor

Education

Certified Financial Planner: CFP Board of Standards

BACHELOR OF SCIENCE Economics and Accounting

BENTLEY UNIVERSITY, Waltham, Massachusetts

Contact this candidate