ANDREW R. NORRIS
Wakefield
Summary
Dynamic finance professional with extensive experience at SIX RED MARBLES, Inc., adept at implementing policy changes that reduced audit findings by over 96%. Proven leader with strong analytical skills and expertise in financial reporting, driving efficiency and enhancing stakeholder communication to optimize cash flow and budget management.
Overview
16
16
years of professional experience
Work History
Board of Directors, Treasurer
Shattuck Partners
Boston
04.2021 - Current
- Company Overview: Non-profit
- Mission Statement: “Shattuck Partners strives to improve the quality of life of patients at the Lemuel Shattuck Hospital by funding or providing programming and supplemental support services.”
- Non-profit
Controller/Director Of FP&A
SIX RED MARBLES, Inc.
Medford
07.2018 - 04.2025
- Was responsible for supervising a team of 6 people (AR, AP, project accountant, accounting manager, procurement coordinator, and India accounting associate)
- Implemented new policies and procedures to align with U.S. GAAP, and to ensure proper controls.
- I inherited over thirty audit findings and reduced them to one after six months, and zero thereafter.
- Preformed multi-entity, multi-currency consolidations monthly.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of quarterly financial statements.
- Facilitated and completed annual financial statement audits and reviewed results.
- Monitored accounting, payroll and financial reporting activities.
- Served as primary contact for external auditors throughout year-end audit process.
- Payroll processing.
- Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
- Reorganized finance and accounting departments to improve efficiency and cut excess spending.
- Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
- Experience obtaining funding (i.e., PPP loan).
- Collaborated with program leaders and staff to provide education and training on finance and accounting procedures.
- Managed cash flows to optimize year-end tax benefits.
- Coordinated timely collections with appropriate project managers and customers to manage cash flow.
- Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
- Conducted regular reviews of fixed assets register to maintain accuracy of records and implemented ASC-842 for three facilities and multiple smaller capital leases.
- Produced financial reports and audit documentation to facilitate internal and external auditing.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management and budgets.
- Evaluated potential investments and acquisitions from a financial perspective and recommended appropriate action plans.
- Executed periodic budgeting and modeling to project monthly cash requirements.
- Led annual financial audit and preparation of support for audited financial statements.
- Provided timely actuals, forecast and budget data for IT and corporate management.
Senior Accountant
EDELSTEIN & ASSOCIATES
Boston
01.2017 - 07.2018
- Company Overview: public accounting firm
- Prepared corporate tax and individual tax returns
- Performed month end close procedures in Quickbooks for clients
- Prepared billing reports monthly for clients
- Prepared annual budgets for clients saving each client on average $100,000 per year
- Sales and use tax filing for every state and Canada
- Ad hoc assignments for clients as needed
- Public accounting firm
Senior Accountant
WINGATE HEALTHCARE
Needham
05.2015 - 01.2017
- Was responsible for the books of 6 facilities, Wingate Dining Services, and Wingate Direct Care
- Successfully implemented thirteen new facilities onto the Solomon accounting system
- Assisted in compiling data for budgeting, profitability analysis, expense analysis and identifying key savings areas, saving the firm close to $1 Million for fiscal year 2016
- Processed monthly journal transactions including but not limited to payroll, revenue, expense accruals, capital lease entries, and other various adjusting journal entries
- Debt covenant reporting
- Assisted with the year-end audit
- Assisted with cash management
- Bank reconciliations, AR reconciliations, AP reconciliations, Intercompany reconciliations, and other various balance sheet reconciliations
- State cost reporting and other various state reporting
Portfolio Accountant
BENCHMARK SENIOR LIVING
Wellesley
07.2014 - 05.2015
- Assisted in calculating monthly distribution amounts to investors based on the monthly cash flow
- Prepared monthly cash flow forecasts for ten entities
- Prepared yearly tax paperwork for external tax auditors
- Assisted with gathering tax filing documentation and tracking all communications from the IRS and individual state revenue departments
- Posted all journal entries relating to capital activity and loan repayments using the Yardi accounting system
- Prepared quarterly investor reporting packages
- Compiled all debt covenant requirements and provides all supporting documentation (balance sheet, income statement, statement of cash flows, loan to value ratio calculations, etc.) to creditors on an monthly, quarterly, and annual basis
Private Equity Fund Accountant Manager/ Officer
STATE STREET CORPORATION
Boston
12.2008 - 01.2014
- Converted 25 funds from an external accounting system to State Street’s internal accounting system saving the company $250,000
- Was directly responsible for managing a team of four fund accountants, interviewed candidates for open positions within the team and preformed semi-annual staff reviews
- Worked on capital call and distribution notices and wires related to distribution payments
- Prepared expense budgets for clients on monthly and quarterly basis
- Prepared and provided quarterly FAS 157 (ASC 820) reports
- Worked on audit related requests
- Prepared and delivered monthly and quarterly reporting packages
- Experience pricing funds
- Maintained accounting records for thirty private equity funds
- Worked closely with financial reporting team to ensure financial reports are accurate on a quarterly basis
- Processed and authorized high value wires
- Interacted with multiple clients regarding mutual fund accounting related queries
- Worked with various mutual funds including fixed income, hedged, equity, fund of funds, and international funds
- Fixed income: pay downs, derivatives, mortgage backed securities, collateral (Treasury bills), security lending
- Hedged: Short and long term trades, derivates, collateral (Treasury bills), security lending
- Equity: Both domestic and foreign, dividend payments, reconciling all balances for all currencies (assuring the custody and accounting records tie)
- Ensured all cash accounts were reconciled and reported accurate cash numbers to clients on a daily basis
- Researched interest/dividend income that had not paid timely
- Reviewed daily work of overseas team
Education
Master’s Of Science - Accounting
UMASS BOSTON
Boston, MA05.2018
Bachelor of Science - Business Administration
SUFFOLK UNIVERSITY
Boston, MA05.2007
Skills
- Bloomberg
- Ariba
- Sage Intacct
- Nexonia
- Yardi (Benchmark)
- FRX
- Solomon
- ADP
- Microsoft Forecaster
- QuickBooks
- Microsoft Windows
- Word
- Works
- Excel
- PowerPoint
- Billcom
- Interpersonal skills
- Organizational skills
- Planning skills
- Analytical skills
- Financial reporting
- Budget management
- Cash flow management
- Regulatory compliance
- Tax preparation
- Audit coordination
- Data analysis
- Policy implementation
- Team leadership
- Stakeholder communication
- Risk assessment
- Process improvement
- Accounting software
- Strategic planning
- Performance metrics
- Task prioritization
- Financial statements expertise
- ERP system proficiency
- Financial software
- Risk mitigation
- Change management
- Non-profit accounting
- Transaction documentation
- Financial control
- Business acumen
- Accounting management
- Due diligence
- Reporting oversight
- Goal setting
Volunteer Experience
Shattuck Partners (Non-profit), Boston, MA, Board of Directors, Treasurer, 04/01/21, Present, Shattuck Partners strives to improve the quality of life of patients at the Lemuel Shattuck Hospital by funding or providing programming and supplemental support services.
Timeline
Board of Directors, Treasurer
Shattuck Partners
04.2021 - Current
Controller/Director Of FP&A
SIX RED MARBLES, Inc.
07.2018 - 04.2025
Senior Accountant
EDELSTEIN & ASSOCIATES
01.2017 - 07.2018
Senior Accountant
WINGATE HEALTHCARE
05.2015 - 01.2017
Portfolio Accountant
BENCHMARK SENIOR LIVING
07.2014 - 05.2015
Private Equity Fund Accountant Manager/ Officer
STATE STREET CORPORATION
12.2008 - 01.2014
Master’s Of Science - Accounting
UMASS BOSTON
Bachelor of Science - Business Administration
SUFFOLK UNIVERSITY
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