Bill Norris Email and Phone Number

Plan and execute financial statement, internal control, and compliance audits, as well as provide quarterly reviews, debt compliance reports and management letter comments. Specialize in providing professional services to SEC registrants and private companies as well as not for profit organizations in a variety of industries including information and communications, entertainment, construction, higher education, consumer markets, and industrial products

Direct team of managers, senior accountants and staff at an SEC registrant through all aspects of the financial close process including the following areas: revenue recognition (including multiple element arrangements), accounts receivable (including allowance for bad debt estimates) foreign currency translations, investments, medical claims liabilities, payroll, accounts payable, debt, fixed assets (including capitalized software), equity (including stock-based compensation), and accrued expenses (including commission and bonus estimates). Lead weekly accounting department status meetingsReview and edit press releases and SEC filingsPrepare and review monthly and quarterly analytical reviews including key performance indicators Research technical accounting issuesImplement new accounting policies and procedures to improve efficiency and accuracy of financial reporting processReview workpapers for compliance with SOX 404 rules and regulationsAnalyze significant customer contracts with complex provisions to determine appropriate revenue recognition treatmentDesign formal monthly and quarterly revenue review proceduresInitiate external wire transfers and transfer funds between accountsResearch legal, accounting and tax implications of implementing an employee stock-based purchase plan

Coordinated multiple public and private company audit engagement teams consisting of managers, seniors and staff accountants and tax, information risk management, valuation and actuarial specialists in order to meet deadlines and stay in line with budgets.Managed multiple engagement teams serving clients with up to $3.5 billion in revenues and $6.0 billion in total assets, to consistently achieve specific revenue and profit objectives Contributed to preparation of deliverables including audit reports, financial statements and footnote disclosures, agreed-upon procedures reports, attestation reports, debt compliance letters, board of directors presentations and various SEC filingsDocumented the resolution of key technical issues in accordance with relevant accounting literature Experienced in technical areas including business combinations, marketable and alternative investments, revenue recognition, construction accounting, inventory valuation, lease accounting, goodwill and intangible assets, government compliance and pension and post retirement plansEvaluated key internal controls for adequate design and operating effectiveness under SOX 404Performed engagement, interim and year-end performance evaluations and discussions for seniors and staffAnalyzed financial data in the form of budget to actual results and current versus historical period fluctuations to effectively document and communicate primary drivers of significant variancesDesigned audit procedures including tests of details and analytical procedures in order to obtain audit evidence in accordance with generally accepted auditing standardsAssisted firm leadership during a PCAOB review of workpapers of an SEC registrant in which no written comments were received Performed system implementation testwork at a multi-billion dollar client over data conversion from legacy accounting system to enterprise resource planning system (SAP)