Project Years Experience
Resume:
JERRY MORGAN RESUME
**** ******** **&#*** West&#*44 Columbus,Ohio 43229 • 614-436-0339 H • 614-638-7243 C • jmorgan2079@att.net
PROFESSIONAL PROFILE
Dynamic and results-focused Senior-Level Finance / Management executive with 25+ years experience guiding
troubled companies to greater efficiency and profitability while reducing organizational risks
OnBase Software Developer with 10+ years experience creating workflows with ROI from 26% to 500%
Background seasoned with successes in process mapping and integration, finance, administration and public accounting for manufacturing companies going
through rapid expansion, revitalization and turnaround. Proven ability to improve operations, impact business growth and maximize profits through achievements
in cost reductions, enhanced internal controls, and productivity and efficiency improvements with Six Sigma DMAIC approach and automated workflows.
• Cost Reductions – Record of reversing financial declines and capturing cost reduction through process redesign and performance management within
highly regulated industries.
• Process & Workflow Improvements – Over 10 years experience in programming and
configuration of OnBase Workflow and Document Retention
Software. Certified as OnBase Workflow Administrator and OnBase Workflow Developer. Successfully integrated software into a legacy ERPsystem,
resulting in significant cost savings and enhanced productivity.
AREAS OF EXPERTISE
• Joint Ventures, Mergers & Acquisitions • Process Mapping & Productivity Improvement
• Budgeting & Forecasting and Financial Statements • Sarbanes-Oxley Compliance
• HTML, Java Scripting, SQL Databases, and Data Mining • Growth Management & Planning
• OnBase Workflow, API, Document Composition • Six Sigma Green Belt - ASQ SSGB
EDUCATION & ONGOING PROFESSIONAL DEVELOPMENT
M.B.A. University of Dayton, Dayton, OH - 1987
B.A. Ohio State University, Columbus, OH - 1975
Hundreds of hours devoted to ongoing professional development throughout career including workshops, conferences, information
sessions and formal short courses.
Classes include OnBase Administration, OnBase Workflow, ACCESS Database, and EXCEL.
• Certified OnBase Administrator and Certified OnBase Workflow Developer
• Power User in Excel and Access, SQL, Visio, Workflow Design, Monarch Reporting Mining and Analysis, Visual Basics,
Database Reporting,
Document Imaging, System Administration.
•  Received certification in Six Sigma Green Belt from American Society for Quality (ASQ)
• Received certification as Certified Qualtiy Process Analyst from American Society for Quality (ASQ)
Professional Experience
PROJECT ACCOUNTANT   
 
       
       
       
       
     
2010 – Current
Columbus, OH
Project Accountant
Provide financial control and project coordination for State of Ohio Capital Improvement Projects. Responsible for preparing contracts and processing all project transactions
CONTRACTUAL CONSULTANT   
 
       
       
       
       
    2007 – 2010
Columbus, OH
Database Design and Programming
Designed and created MySQL database. HTML forms were used for submitting data. The form information was transmitted to the database with PHP programming. Queries are executed with SQL. Prepared exspense budget for grant submittal.
Westerville, OH
OnBase Software Consultant
  Workflow productivity project planning Worked with Progressive Medical of Westerville, Ohio to propose a business plan for OnBase Workflow
Productivity Project. OnBase software design work planned to start in January 2010. Worked with client to develop business plan to calculate ROI,
plan Hyland software upgrade, and resolve current problems with client's software.
GREAT AMERICAN FINANCIAL RESOURCES, INC Cincinnati, OH
OnBase Software Consultant
  Workflow productivity improvements to meet 403(b) requirements  
Worked with OnBase Workflow software, Document Composition, and HTML programming to enhance productivity of current workflow designs.
Columbus, OH
Accounting Consultant
  Worthington bought a controlling interest in Viking Steel Company of Brunswick, Ohio
in a hostile takeover. The entire management team of Viking
Steel immediately resigned. I helped Internal Audit analyze the Viking ERP system and the accounting ledger to complete the accounting closing prior to
consolidation with Worthington Industries.
Perrysville, OH
Plant Controller / Consultant
  Hired for a five-month assignment to direct the accounting and
control functions of the plant. Oversaw the management of internal fiscal controls for
manufacturing operations with an annual budget of $21M including; budgeting cost control, profit maximization, capital investing and cost standards.
Westerville, OH   
 
       
       
       
       
    1979 – 2007
Logistics - OnBase Workflow Developer (2000 - 2007)
  Accelerated through the ranks and took on additional roles and responsibilities based on a proven track record to expose and correct process
inefficiencies, reduce expenses and develop staff.
  Identified and implemented cost effective solutions to improve critical business operations processes.
  Reduced corporate exposure from $2M to a gain of $100,000 in less than one year.
  Overcame initial barriers and concerns and secured critical buy-in from corporate leadership to purchase and integrate new workflow software into legacy
ERP system.
  Took a leadership role on the administration, configuration and implementation of the OnBase workflow software conversion using Visual Basic
Scripts including developing and defining business rules and training staff.
  Seamlessly integrated OnBase software into the legacy ERP system.
  New system automated critical business operations processes, reduced errors, processing time and associated cost of performing important business
functions, improved organizational efficiency, and tightened internal controls to address governance, risk and compliance issues.
Highlighted Project Successes:
    Standardized and documented the workflow process ( process had never been done) - documentation provided a shared resource environment,
identified and highlighted critical control points, increased accountability and allowed for enhanced employee training capabilities across all business
units on policies, compliance and procedures.
    Increased access to critical data for key personnel across all business functions.
    Improved response time to customer material returns and warranty claim issues by using a data imaging system vs. paper based system.
    Time Saving - Reduced productivity tracking and reporting man-hours from 2 hours to just 15 minutes resulting in an annual cost savings of $70,000.
    Enhanced Order Processing Capabilities within two years reduced shipping and receiving processing staff from five to one resulting in an annual
cost savings of $120,000 while tripling revenues.
Financial Controller (1995 - 2000)
Plant Accountant and Project Accounting (1979 - 1995)
  Ensured all financial reporting practices and procedures operations across the U.S. met requirements of generally accepted accounting principles,
governmental agencies and other external requirements for this aggressively expanding manufacturing company with annual revenues in excess of $25M.
  Provided financial consultation to corporate leadership on the consolidation of four manufacturing plants into one.
  Managed all accounting functions including: receivable and payable, inventory, capital assets, accrual accounting, data entry, fixed assets, and inventory
control.
  Monitored all aspects of capital projects, from concept and design, through execution to completion, and final reconciliation.
  Compliance - Defined and documented internal controls under Sarbanes-Oxley, and developed training materials for operations managers to maintain ongoing
compliance.
  Project Management - Managed projects relating to strategic initiatives, best practices and streamlined business processes.
  Increased efficiency and productivity, developed on-line automated reports with centralized user access in Access and Crystal Reports to replace hardcopy
reports.
  Streamlined corporate submission process to ensure timely and accurate reporting.
  Provided documents and other information required by auditors, including state and federal government agencies, insurance carriers, lenders, business
partners and external auditors.
  Started with company in cost accounting department. Promoted to Plant Controller within four years.Composed by Jerry Morgan
Address all questions concerning this webpage to:
Jerry Morgan
2079 Shawbury Ct. West
Columbus, Ohio 43229
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