Bill Norris Email and Phone Number

Volunteer Leader providing weekly activities for middle-school youth in grades 6, 7 and 8. Regular volunteer at Portland Rescue Mission. Regular volunteer in other charitable/non-profit programs such as low-income food security, providing home repairs, and support programs for senior citizens. Since I retired, I have also expanded my Do It Yourself hobby into working a couple days per week for The Home Depot dealing with complex plumbing projects, assisting English as a Second Language customers, training and coaching new employees, and serving on the VOA committee collecting and forwarding to management anonymous input from employees about any of their concerns, questions, ideas or suggestions.

As business manager, responsible for administering all church business affairs. Responsibilities included Finance, Accounting, Human Resources, I.T./Technology Systems, Facilities, Maintenance, Operations, and support for FPC’s governing board. FPC has approximately 50 employees, responsible for 8 direct reports and a total staff of 14.The FPC downtown Portland campus includes a 1000 seat 1890 basalt stone church, an 1888 chapel, a 4 story 1911 classroom, office and conference room building, & outdoor plaza covering a 3-story underground parking garage. FPC, organized in 1854, also operates other organizations that provide support services to low income individuals and the homeless. See www.firstpresportland.org In addition, FPC owns & operates the 100 acre Menucha Retreat & Conference Center in the Columbia Gorge. See www.menucha.org

A 501c3 Non-profit Historical Museum and 46 acre park 1000 ft above the city. The 30 room, 16,000 sq ft Mansion and Museum, numerous buildings/facilities, & botanical gardens are a Top Ten tourist site, a provider of numerous educational programs, especially for children, Music programs, and the premier Portland history repository. During my tenure, admissions grew 40% to 72,000/year & 100,000 expected (also commensurate Museum Store sales growth).• Responsible for Finance & Accounting, HR, I.T., Corporate admin, Repairs, Maintenance, Custodial, Insurance, Board Finance Committee, seasonal employees, & liaison with City of Portland Parks & Rec. • Internal & external financial statements, Form 990 development, 1099's, cash management & banking relationships, and ad-hoc research, analysis & reporting.• Developed budget, projections, & monthly forecasting and analysis programs.• Developed performance measurement models, metrics, and tools to monitor performance, including monthly dashboard reporting for Board, and to produce annual budgets & support strategic planning. • Effective partner with staff to interpret financial results and provide advice, tools & hands-on help to assist with performance management vs. budget, decision making and planning.• Supported the applications for a variety of grant funding sources, and required progress reports. • Museum facilities maintenance & repairs required frequent solution of unpredictable, diverse, complex and significant challenges.

Financial & Accounting Services Consultant

OPCA provides assistance to increase health care to low income & uninsured. 26 non-profit corporations and government organizations operate 150 Oregon clinics serving over 1 million patient visits/year. High growth and rapid change.Supported operations tripled in total size during my tenure.• Financial & accounting resource & partner to all levels of management & staff of 26 nonprofit corporations & government entities operating across Oregon.• Provided advice, hands-on assistance, and training re budgets & projections, variance analysis, productivity & cost analysis, expansion, billing, collection; financial & regulatory reporting, grant applications & management. • Provided training, tools, resources and fiscal management infrastructure development.• Worked with state Medicaid officials to maximize reimbursement & cashflow. Ditto Medicare/Feds. • Assisted business plans, and capital/financing programs.• Recognized for ability to translate complex info into useful understandings and practical uses, esp re meeting performance goals & interpreting financial results.• Recognized for developing credibility & successful relationships with highly diverse groups and cultures in dynamic & high growth environments.• Completed widely varied special projects work associated with just about any of the organizations' activities and needs.

An internet based start-up company providing construction management software on an ASP basis. • Extensive business plan development, strategic planning, budget and financial analysis.• Joined to assist in the completion of early round funding.• Attracted and completed significant investment from a private fund.• Wide range & variety of duties, including heavy interaction with high net worth (HNW) individuals, venture capital investors, & bank; accounting, corporate admin and support; HR and employee relations matters, benefits administration, and payroll.

Enterprise-wide decision support software company. In 2 ½ years, this start-up company grew from a handful of employees to 7 US and 2 international offices, and a customer base that included a number of Fortune 500 companies. • Joined at start-up. Responsible for oversight of activities of the company to establish and develop its business and operations, including finance and accounting.• Strategic planning, business plan.• Hired personnel, and developed corporate functions and processes necessary to support commencement of sales and delivery to customers. • Participated in customer sales process and planning with operational personnel.• Established offices and hired personnel in 7 US locations • Directly recruited/hired 45 of the first 50 employees. Assisted hire of sales and operational personnel. Handled HR/employee relations issues.• Ongoing responsibility areas included finance & accounting, HR, and corporate admin & support functions.

Outpatient rehabilitation company, in 4 years grew to approx. $45 million sales, 625 employees, and 70+ physical therapy clinics across the U.S. Company sold pursuant to a public cash tender offer.• Responsible for initial public offering. Subsequent to IPO, Pacific completed more than 40 acquisitions. Extensive acquisition compliance, analysis and reporting issues resolved.• Solicited relationships with investment bankers, and coverage from market analysts.• Established and led budget, projections, and monthly forecasting and analysis programs.• In-depth multi-location interaction with operations, operational analysis and reporting.• Primary contact with company's investors, analysts, bankers, attorneys & auditors.• Negotiated structure, covenants and renewals of bank loan agreements. Arranged $13 million acquisition financing facility. • External reporting to shareholders, SEC and lenders. • Oversaw development of finance/accounting, administration and support functions.

CMSI completed strategic plans and managed information systems and data processing facilities for hospitals, managed care providers and local governments located nationwide. Rapid, profitable growth produced annual revenues of approximately $50 million and more than 500 employees. Acquired by competitor prior to IPO completion.• Hired due to growth and IPO desired. Responsibilities included finance, accounting, treasury and admin functions.• Established and led budget and monthly forecasting and analysis programs.• Responsible for review and interpretation of financial results with senior division management.• Re-engineered processes, policies and procedures for growth and profitable management.• Worked with analysis by outside/independent corporate development and capital firms.• Duties included preparing/presenting financial data to Board of Directors, owners and bank; bank relations; incentive compensation; employee benefits contracts and administration.

SEC-regulated retail and service business operating in 26 markets in Western U.S. and Canada, grew from $13 million to peak revenues of approx. $100 million, and more than 1500 employees in over 100 locations.• Initial focus was analysis and preparation for a public stock offering.• Responsibilities included finance, treasury, accounting, employee matters, information systems, centralized collection and corporate administrative functions. SEC reporting.• Lead credit line bank relations ($26 million line) and participant bank support.• Financial re-capitalization/restructure relative to $74M equity and debt, and divestiture project.• Key participant in post-LBO reorganization and cost reduction plan, overhead reduced 54% through changes in procedures, programs and staff.• Prime based borrowings replaced with lower cost Eurodollar/LIBOR rates. Implemented $20 million interest rate swap agreements providing fixed-rate protection on floating rate bank borrowings.

This ” Big 4” international public accounting firm in 1998 became PricewaterhouseCoopers LLP (PWC). I was honored with an internship for winter term of my senior year of college and hired as a permanent employee upon graduation. I worked on the office’s largest SEC client (a utility), along with manufacturing, government, retail and nonprofit organizations.• Executed audit examinations for public & private companies, public utility gov’t regulatory reports, tax returns, preparation of SEC reports.• Worked on recommendations to management for improvements in internal accounting controls and procedures.