Steven Norman

Steven Norman Email and Phone Number

Consultant - Financial Planning & Analysis
Steven Norman's Location
Framingham, Massachusetts, United States, United States
Steven Norman's Contact Details

Steven Norman personal email

About Steven Norman

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

Steven Norman's Current Company Details

Consultant - Financial Planning & Analysis
Steven Norman Work Experience Details
  • Insphere Insurance Solutions
    Consultant - Health / Life / Supp - Solutions
    Insphere Insurance Solutions Aug 2010 - Apr 2012
    Norwell, Ma
    Assist 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.
  • Rcg
    Senior Financial Analyst - Consultant
    Rcg 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
  • Fidelity Investments
    Financial Analyst Iii & Iv / Consultant
    Fidelity Investments Jan 2008 - Jun 2008
    Recruited 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
  • Gaming Vc
    Finance Manager
    Gaming Vc Jan 2006 - Dec 2006
    Waltham, Massachusetts
    International experience and great high-level exposure.
  • May Corporation
    Financial Analyst / Marketing Finance Manager
    May Corporation May 2000 - Dec 2005
    Reported 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

Forecasting Budgeting Accounting Financial Planning Financial Analysis Direct Sales Sales Process Insurance Financial Modeling Budgets Strategic Financial Planning Microsoft Excel Business Analysis Analysis Strategy Management Team Leadership Access Leadership Finance Six Sigma Sarbanes Oxley Real Estate Economics Strategic Planning Marketing Strategy Us Gaap Reporting Risk Management Internal Controls Financial Reporting Negotiation Financial Services Project Planning Business Planning Process Improvement Sales Team Building Employee Benefits Small Business Pricing Training General Ledger Retail Marketing

Steven Norman Education Details

  • Case High School
    Case High School
    College/University Preparatory High School
  • Boston University
    Boston University
    Educational 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.

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