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Manager Accounting

Location:
Irving, Texas, United States
Posted:
November 13, 2018

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Resume:

JUDY MORRIS, CPA

972-***-**** (Cell), ac7omm@r.postjobfree.com, Irving, Texas 75038

PROFESSIONAL SUMMARY

Business leader and change agent with experience in such roles as Chief Financial Officer, Controller and Financial Consultant for diversified industries. Excellent Interpersonal and Communication Skills with co-workers, and all levels of management.

Public Accounting - Audit Budgeting / Forecasting Management/ Financial Reporting

Strategic Planning Cash Forecasting / Management Facilitated SOX Compliance

Human Resource/Payroll Benefit Administration High Performance Team Development

Navision Implementation SEC Filing Requirements Liaison for Audits with Public Accounting Firms

INDUSTRY EXPERIENCE

Franchising/Restaurants Downstream/Refineries Energy & Chemicals

Retirement Fund/Pensions Non-Profit Wealth Management

Advertising Co-operative Insurance Pari-Mutuels & Live Racing

ACCOMPLISHMENTS

Recipient of the McDonald’s Corporation President’s Award, given to the top 1% performers

Led completion of annual audits with CPA firm, reducing audit costs by 30%

Designed and facilitated the implementation of Balance Scorecards

Facilitated the acquisition/sale of over 100 restaurants with sales of $1.5B, improving

regional profit by 12%-15%

Generated new business revenue in excess of $80M through the implementation of a new 44-restaurant client with 3 management companies

Developed strategic plans for a Region, Franchisee Accounting, and Franchisees

Developed and promoted 12 direct reports to management positions

Conducted financial training programs for 40 indirect reports, 80 Franchisees and 10 business consultants

PROFESSIONAL EXPERIENCE

INDEPENDENT FINANCIAL CONSULTANT Aug 2015 – Present

Accounting/Financial Consulting

Financial reporting for a multi-billion dollar international media organization

Financial statement validation during system enhancement

Senior Pension Analyst for a multi-billion dollar Employee Retirement Fund

Retiree payment request processing, compliance and payout

Benefits compliance audit and payroll processing

Start-up companies (By Laws, Articles of Incorporation, etc)

TEXAS DAIRY QUEEN OPERATORS’ COUNCIL Nov 2008 – Jul /2015

Controller

Managed all accounting, human resource, and benefit functions for a $900M advertising cooperative with 180 franchisees and 603 locations, reporting to the CEO and President

Cash Management, including the daily fund transfer process

Prepare monthly/annual financial statements and present to the Finance Committee for approval

Prepare annual budgets, working in concert with the Advertising Agency/Marketing Department

Implementation of the Navision accounting software package, with significant increase in efficiency

Facilitate the annual financial statement audit

Managed the sales/revenue and payment reporting process to the Franchisor

Re-engineered the revenue recording, accounts payable and consolidation processes

Prepare federal and state tax returns, and government census reports

Prepared payroll and payroll tax returns, and W-2 utilizing Quick Books

INDEPENDENT FINANCIAL CONSULTANT Jul 2004 - Jun 2008

Served as an accounting/financial consultant for various companies including Sam Houston Race Park, American National Insurance Company, Ashmore Energy and Chemical, RSM McGladrey, Oak Cliff Bible Fellowship, and

Cable Network

Duties Included:

Facilitated the annual financial statement audits and SOX compliance

Participated in the development of a strategic leadership program

Drafted the MD&A pursuant to industry specifications and segment reporting

Documented SEC research for Form 8-K Disclosure

Developed disclosure control procedures

Provided analyses for the IPO and SEC reporting requirements

Researched and analyzed the company’s potential to an IPO

Prepared proforma SEC reporting forms, Forms 8-K, 10-K, MDA, etc.

WHATACO, INC., Aug 2002 - Jul 2004

Chief Financial Officer,

(RFL: Corporate purchased the franchise group: position eliminated)

Managed all financial issues, of a $100M company with 92 locations

Increased customer satisfaction and profitability by 20% and 11%, respectively

Recovered $75K in sales tax expense during

Reduced the month-end close process by 16 days by re-engineering the accounting processes

Negotiated and secured financing and prepared quarterly compliance reporting

Led completion of annual audits with CPA firm, reducing audit costs by 30%

Developed high performance teams with 5 direct reports and 22 indirect reports

Prepared accounts payable and accounts receivable reconciliations

Prepared PBC reconciliations for the annual audit

McDONALD’S CORPORATION May 1984 – Dec 1999

Senior Regional Controller/Senior Manager/Staff Accountant

Managed the financial profitability and reporting for domestic restaurants for a $2.5B division, a $450M Region and Franchisees, resulting in double digit revenue and net income growth for 9 consecutive years

Developed strategic plans for a Region, Franchisee Accounting, and Franchisees

Designed and facilitated the implementation of the balanced scorecard, a summary measurement relative to market share, real estate/construction, and profit

Facilitated the acquisition/sale of over 100 restaurants with sales of $1.5B, improving

regional profit by 12%-15%

Developed high performance teams of professionals, 7 direct reports and 40 indirect reports

Recipient of the President’s Award, given to the top 1% performers

Oppenheim, Appel, Dixon, CPAs, (prior experience)

Supervised 4-6 staff accountants in audits of companies in diverse industries.

Prepared consolidated financial statements and tax returns for 25 clients.

Developed high performance teams of professionals, 7 direct reports and 40 indirect reports

COMPUTER SKILLS: Microsoft Office Suite (Excel, Word, Vlookup, Pivot Tables, Charts)

Navision, Great Plains, Hyperion Financial & Planning, FAS, Oracle, Proprietary, Quick Books

Project exposure to SAP, People Soft, Alea & SUN, Oracle, Modeling, NETCHEX,

EDUCATION

Roosevelt University, Chicago, IL

Bachelor of Science in Business Administration / Accounting

Certified Public Accountant

MBA/Project Management Studies (in progress)



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