John Bertin, CPA

Past

Chief Financial Officer at KST Construction, LLC
President / CEO at Bertin Associates, Inc.
Vice President / CFO at Kaftan Enterprises, Inc.

Senior Accountant at Deloitte & Touche, LLP
Senior Auditor at Michigan National Corporation

see less...

2 more...

Education

Michigan State University - The Eli Broad Graduate School of Management
Walsh College of Accountancy and Business Administration
Macomb Community College

see less...

Recommended

7 people have recommended John

Connections

151 connections

Industry

Real Estate

John Bertin, CPA’s Summary

Business / Finance / Management Profile — 30+ years management and ownership experience in the fields of banking, real estate financing, condominium conversions, property purchases and sales, real estate development, property management, construction, and human resources

John Bertin, CPA’s Specialties:

Financial, Administrative & Operations Management / Property Acquisitions, Divestitures, Development, & Construction / Property Assessment, Review, Analysis & Valuations / Document Preparation & Review / Income Tax Planning / Legal Matters / Accounting & Tax Return Preparation / Cash Management & Treasury Services / Property, Liability, Umbrella, & Workers Compensation Insurance /Human Resources / Information Technology / Condominium Conversions / Financial & Operational Audits / Financing

John Bertin, CPA’s Experience

Chief Financial Officer

KST Construction, LLC

(Privately Held; Real Estate industry)

November 2007 — May 2009 (1 year 7 months)

www.coloradomountainestates.com
www.shorelinebahamas.com

• Acted as primary local point of contact for owners based in Florida and the Bahamas.

• Developed and implemented financial reporting standards including:
~ Preparation of periodic financial statements and
operational reports to the owners.
~ Implementation of accrual based reporting.

• Developed and implemented construction accounting standards including:
~ Establishment of system for allocation of company overhead to various construction activities.
~ Preparation and maintenance of construction budgets.

• Established and maintained multiple banking and loan relationships.

• Participated in proposed new businesses inclulding:
~ Preparation of financial models.
~ Negotiation with private equity fund managers.
~ Review of legal documents to insure congruence between legal and business agreements.

• Consulted with owners regarding United States income tax implications of various transactions.
President / CEO

Bertin Associates, Inc.

(Management Consulting industry)

May 2006 — November 2007 (1 year 7 months)

• Provided business, income tax and accounting advice to clients in the auto repair, commercial art, entertainment, property management, landscaping, industries.

• Consulted with small business clients in the following areas:
~ Developed complex financial models.
~ Assisted with bookkeeping services.
~ Prepared business plans.

• Assisted clients with tax advice and tax return preparation including:
~ Prepared Federal and State individual income tax.
~ Prepared Federal and State small business income tax.
~ Assisted with probate court filings and prepared estate tax returns.
~ Prepared federal and state payroll tax returns
Vice President / CFO

Kaftan Enterprises, Inc.

(Privately Held; Real Estate industry)

May 1982 — May 2006 (24 years 1 month)

www.kaftancommunities.com

• Performed financial and administrative functions for a $400 million real estate portfolio.

• Prepared requests and obtained loans for all acquisition, development, construction and permanent financing.

• Assisted in the preparation of private placement offerings of limited partnership interests.

• Participated in acquisition of new developments as follows:
~ Developed and actively participated in due diligence.
~ Reviewed, analyzed, and made recommendations.
~ Involved in document preparation and review of documents.

• Provided tax planning for current and proposed businesses.

• Administered and assisted staff in the following areas:
~ Accounting & Tax Return Preparation
~ Cash Management & Treasury Services
~ Insurance
~ Human Resources & Employee Benefits
~ Information Technology

• Maintained multiple banking relationships.

• Entrusted with personal finances of key principals.
Senior Accountant

Deloitte & Touche, LLP

(Partnership; Management Consulting industry)

February 1980 — May 1982 (2 years 4 months)

www.deloitte.com

• Supervised assistants for audit engagements.

• Planned and controlled engagement procedures and budgets.

• Prepared financial statements including appropriate disclosures.

• Participated in audits of clients in banking, brewing, construction, employee benefits, healthcare, manufacturing, non-profit, oil & gas, property management, publishing, real estate development and research.
Senior Auditor

Michigan National Corporation

(Banking industry)

April 1976 — February 1980 (3 years 11 months)

• Supervised and assisted in the financial and operational audits of subsidiary banks.

• Assisted independent accountants with interim and year end audit procedures.

• Specifically requested by Senior Management to participate in various special projects.

• Assisted FBI Agents in investigation of irregularities.

John Bertin, CPA’s Education

Michigan State University - The Eli Broad Graduate School of Management

Executive MBA , Business Administration , 1994 — 1996

• Attended lock-step, full time program while maintaining full time work status.

• Graduated with GPA of 3.76 in 21 months.
Walsh College of Accountancy and Business Administration

Bachelor of Accountancy , Accounting , 1974 — 1975

• Graduated Cum Laude with GPA of 3.47 in 15 months at age 20.

• Awarded academic scholarships for every term available.
Macomb Community College

Associate of Applied Science , Accounting , 1973 — 1974

• Received Advanced credit of 21 hours via CLEP.

• Graduated with Honors - 3.39 GPA.