1. Professional Work Experience
Robert Half Management Resources Washington, DC
The Carlyle Group, Contract, Partnership Accounting Group 9/13 to Present
Manager/Associate Vice-President; Senior Accountant; System Conversion Specialist
 Prepare and review quarterly financial statements, various reconciliations, AP, AR, Cash,
Contributions and Distributions, working capital, and Capital Account Statements.
 Train junior personnel.
 Review annual and quarterly financial statements and footnotes of 13 different funds, quarterly
Capital Account Statements, Investor requests, annual tax work papers and K-1 tax returns.
 Convert client, investment and financial data from Investran 6.1 to Investran 6.2. Compile,
organize, post and review large amounts of data for accuracy and expected results from old
system to ensure correct and accurate conversion to new system.
EmbroidMe Bethesda, Franchise Bethesda, MD
Business Owner 11/10 to 3/13
 Managed operations of business franchise with $250,000 in annual sales for largest company
specializing in embroidery, screen-printing, and promotional products in the world.
 Headed operations and accounting functions including preparation and filing of taxes and
handling accounts payable, accounts receivable, payroll, and bookkeeping.
 Provided excellent customer service — including design consultation, product search and
recommendations, and handling customer concerns and issues.
 Managed two staff members
Chevy Chase Bank, F.S.B. Bethesda, MD
Vice President – Product Controller Home Equity and Automobile Lending 5/06 to 2/10
 Managed full scope of Home Equity and Automobile Lending accounting and financial
processes, worth nearly $2 billion in assets.
 Supervised staff of five in two departments in day-to-day operations.
 Supported the asset and revenue growth and profitability of the lines of business through
accounting, analysis, forecasting and business management activities.
 Established and maintained the organization's accounting principles, practices, and procedures.
 Managed monthly accounting operations for Home Equity and Automobile Finance loan
divisions, which included booking entries, accruals, pre-paids, reconciliations and schedules to
ensure that general ledger was complete and accurate.
 Managed monthly/yearly close and attended monthly controller meeting to review entries and
variances to better identify issues to address, where necessary, prior to closing books.
 Assisted corporate controller in directing the organization's accounting and finance functions.
 Provided assistance to the lines of business executives and managers in the review, analysis, and
reporting of financial information.
 Coordinated finance activities with the line of business and met periodically to identify and
resolve accounting and finance issues.
 Participated in the development and implementation of financial and budgetary goals,
objectives, policies, and priorities for the lines of business.
 Researched technical accounting issues and implemented appropriate processes to meet
technical requirements.
 Oversaw the preparation and evaluation of budgets and other financial operating reports and
presented findings and recommendations to senior management.
 Analyzed complex financial data and defined relevant information; interpreted data for
determining past financial performance and/or to project financial forecasts.
Jonathan R. Barton, CPA
8240 West Beach Terrace, NW
Washington, DC 20012
202-365-1454
jbarton118@aol.com

2. Jonathan Barton, CPA
Page Two
Vice President – Financial Reporting and Analysis 5/03 to 5/06
 Managed day-to-day operations of department and staff of four, responsible for financial
reporting for what used to be the largest full-service Bank headquartered in Washington DC area.
Chevy Chase Bank and its subsidiaries had over $14 billion in assets, over 250 branches and over
$10 billion in deposits.
 Oversaw the preparation of full scope of Form 10-Q and Form 10-K, (full financial statements,
footnotes, MD&A and results of operations), Form 8-K and related filings for Office of Thrift
Supervision (OTS), Securities and Exchange Commission, and Form 1313 (OTS version of the Call
report). Ensured accurate and timely completion of internal and external deadlines and filing
requirements.
 Researched Financial Accounting Standards Boards new pronouncements and revised
standards, bulletins and others. Ensured compliance with Generally Accepted Accounting
Principles. Strong knowledge of GAAP.
 Reviewed all internal reports for accuracy and reasonableness before distribution and filing.
 Acted as primary liaison between Bank and external auditors. Coordinated audit, prepared-by-
client schedules, various reporting, representation letters, disclosure checklists and other auditor
requests.
 Reviewed external consolidated financial statements, 10-Qs and 10-Ks and financial and related
reports.
 Created periodic investor presentations and Credit Enhancer presentations and coordinated
delivery with senior management.
 Handled investor relations duties involving customers, investors, and brokers.
 Prepared monthly presentations to the bank’s Board of Directors.
Assistant Vice President – Financial Reporting and Analysis 5/00 to 5/03
Senior Financial Analyst/Senior Financial Officer – Financial Reporting and Analysis 5/98 to 5/00
Senior Financial Analyst/Financial Officer – Financial Reporting and Analysis 1/96 to 5/98
Budget Analyst II 5/94 to 1/96
 Managed personnel in various departments to achieve goals of organization as a whole.
 Hired, trained, motivated and nurtured departmental personnel. Established goals, areas
requiring improvement and career development plans.
 Conducted performance appraisals and salary reviews.
 Prepared department budget and handled operating procedures.
Computer Skills
Microsoft Office Products: Excel, Word, and PowerPoint. Windows application, MSA mainframe (GL
software). Hyperion-Essbase. PeopleSoft. QuickBooks.
Education
University of Maryland, University College College Park, Maryland
Bachelor of Science in Accounting
Certifications
Certified Public Accountant, License #33114 (State of Maryland)
Memberships
Member of MACPA