Steven Norman work email
- Valid
- Valid
Steven Norman personal email
- Valid
In 2000, started in May Corp's executive training program one month after graduating Bentley, Accountancy. 5.5 years in Corp Retail, some travel, (St. Louis, MO - plan presentations) 2 years in Buying Office 3.5 as financial analyst, managing largest portion of $350M marketing budget. Responsible for forecasting, reporting, analysis on annual $150M direct mail advertising spend. Learned planning, forecasting, reporting, & variance analysis - executed entire accounting cycle including journal entries sent to staff accountant. Federated (Macy's) bought out May, took on a role as Senior Financial Analyst, Finance Dept Mgr, at Gaming VC (Jan-06). First day on job in Sweden, meeting team (<30 employees) for marketing summit; Florence, Italy (collaborating w/ European marketing team. Dec-06, learned US operations would soon close, joined my family's Norman & Graham CPA's, to gain financial svs experience with more investment planning. Dec-07, recruited to consult, Analyst IV at Fidelity, learned more in financial svcs, specifically modeling, monthly closing, in hedge fund unit; (team relocated to RI) Clients were strictly HNW, just like in Jan-09, RCG's offer came in, working in fortune 1000 companies, in need of help developing compensation solutions for senior executives. RCG was less accounting, more preparation for advising & illustrating investment vehicles for often complex, challenging clients. My goal: transition seamlessly into role challenging my skill-set; continue to grow & add value to an entity that fits my background; company where I can add value; w/ room for mutual growth & successSpecialties: I have several years experience managing advertising budgets in corporate retail, gaming, financial service, and compensation consulting industries. Degree, and portion of analyst roles has been in the accounting function; Advanced with excel, highly proficient with PowerPoint, Lean Six Sigma for SOX compliance. Experience w/ VBA, Hyperion Essbase
-
Consultant - Health / Life / Supp - SolutionsInsphere Insurance Solutions Aug 2010 - Apr 2012Norwell, MaAssist small (1-50) businesses in acquiring healthcare from all carriers in Massachusetts. Life, and Health Insurance Sales.*Aug-2011 - Mar-2012 worked from Home Office and tried offering insurance products in our firm. The strategy wasn't pushed with enough heft, and didn't organically grow at a rate such as our money management revenues. -
Senior Financial Analyst - ConsultantRcg Mar 2009 - Nov 2009(Left to care for wife w/cancer) Retirement Capital Group is a private firm based; consulting firm specializing in executive retirement planning & insurance solutions for fortune 1000 clients. Provided in-depth analytical support for domestic salesmen regarding enterprise-wide strategy Analyzed each client's goals, age, tolerance for risk, income, and financial standing to make recommendations for maximized IRR or death benefit on their hypothetical future policyExecuted peer group reviews on client companies, to establish benchmarks across each market for high-level talent retention, as well as identifying economic moats
-
Financial Analyst Iii & Iv / ConsultantFidelity Investments Jan 2008 - Jun 2008Recruited by Veritude for role in Fidelity's Financial P&A team until the group, Pyramis Global Advisors, relocated to RI. Joined Pyramis finance team to augment set of procedures for client revenue analysis and reporting. Enhanced revenue reporting and analysis, utilizing Six Sigma philosophy, rebuilt excel models, streamlining procedures to enable pricing and profitability team to examine investment management and distribution revenues; Performed month-end client revenue forecast, and closing entries from the management, legal entity, and accountability views, using Hyperion Essbase; allocated revenue to global business partnersRebuilt Revenue Model for Hedge Fund Unit; and Created an automated model for Advertising Expense Reporting -
Finance ManagerGaming Vc Jan 2006 - Dec 2006Waltham, MassachusettsInternational experience and great high-level exposure.
-
Financial Analyst / Marketing Finance ManagerMay Corporation May 2000 - Dec 2005Reported to controller, managed a $175M (net) advertising budget encompassing all media (i.e. direct mail, broadcast). Supported advertising department by evaluating financial implication of management decisions; (1) direct report.; Responsible for all aspects of advertising expense reporting: allocated expense to the appropriate general ledger accounts, billed to appropriate advertising vehicles, offset vendor co-op agreementsPerformed monthly and quarterly financial forecasts on 24 general ledger accounts, substantiating $60M in advertising spend; reconciled all accounts at month-end; identified and explained variancesStreamlined and documented monthly closing process utilizing advanced procedures, Excel pivot tables, recorded macros, and synchronizing two databases as an alternative to manually keying and formatting at EOM Trained in Six Sigma to develop, and document internal control framework for all procedures pertaining to advertising marketing department, maintained Sarbanes Oxley compliance by implementing new controlsLeader of the "finance scorecard" team -responsible for designing, creating, and updating a departmental sales revenue and gross margin scorecard; maintained rotating schedule for updating the template, to be populated with prior day's sales data, and delivered daily to senior executives by 7:00am
Steven Norman Skills
Steven Norman Education Details
-
Accounting -
Case High SchoolCollege/University Preparatory High School -
Boston UniversityEducational Prerequisite For Cfp© Designation - Enrolled To Gain Industry Knowledge
Frequently Asked Questions about Steven Norman
What is Steven Norman's role at the current company?
Steven Norman's current role is Consultant - Financial Planning & Analysis.
What is Steven Norman's email address?
Steven Norman's email address is sn****@****ium.org
What schools did Steven Norman attend?
Steven Norman attended Bentley University, Case High School, Boston University.
What skills is Steven Norman known for?
Steven Norman has skills like Forecasting, Budgeting, Accounting, Financial Planning, Financial Analysis, Direct Sales, Sales Process, Insurance, Financial Modeling, Budgets, Strategic Financial Planning, Microsoft Excel.
Not the Steven Norman you were looking for?
-
3thecitizensbank.com, hsbc.com, unifiedbank.com
4 +174063XXXXX
-
4tiem.toyota-industries.com, tina.toyota-industries.com, gmail.com, oracle.com
3 +181234XXXXX
-
-
2fb.com, nestlepurinacareers.com
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial