Management Accounting

Jeff Moran

CPA, CMA, MBA

**** ******* **. ************@*****.***

Dallas, TX 75248 214-***-****

Finds ways to contribute Promotes IT excellence Builds great teams

Controller – CiCi Enterprises, LP 2007 - Present

Financial Management

Financial reporting investors/banks/internal teams National franchisor and distribution company

Reporting under US GAAP, IFRS, and Tax Lead all accounting processes

Prepare all audit committee materials Corporate secretary

Involved in investor calls & board meetings Contract review and approval

Increased profits through pricing management $300k profit implementing fixed asset software

Treasury

Cash management Key roles in 2 debt refinances

Final approval of disbursements Maintain compliance with credit agreement

Technology

Led implementation of Dynamics NAV ERP Software expert on ERP, Excel, Access, BI tools

Develop reports and tools for many departments Excel macros, functions, data import/export

Audit & Regulatory

Manage external big 4 audits Key role in selecting auditors

Successful IRS and state audits Income/Sales/Ad Valorem tax reporting

Chief Financial Officer - Nickels and Dimes Incorporated 2000 - 2007

Financial Management

Managed accounting, IT, and leasing staff National video arcade chain

Financial review with top management Key role in downsizing

Treasury / Technology

Transformed IT to strategic asset Cash management

Implemented Solomon accounting package Implemented Sage FAS fixed asset software

Led store reporting system development Responsible for all budgeting

Controller – Frullati Enterprises, Inc. 1997 - 2000

Financial Management

Managed accounting and IT National restaurant operator and franchisor

Right hand man to CEO Managed big 4 audits

Key role in corporate buyout Corporate tax returns

Treasury / Technology / Operations

Jeff Moran

CPA, CMA, MBA

Developed store reporting system Cash management

Key role in POS use Close involvement with franchisees

Led team meetings with operations group Responsible for all budgeting

Controller – J&E Oil, Inc. 1993 - 1997

Managed accounting and IT Convenience Stores/Restaurants/Hotel

Increased profits 10% through tax management Managed big 4 audits

Budgeting / special projects Corporate/partnership tax returns

Updated IT for environmental requirements Led profit improvement through refinance

Public Accounting – self-employed 1990 - 1993

Accounting and IT support for variety of

Specialized in restaurants

businesses

Programmed payroll system in the Paradox Managed all marketing and negotiation to build

database client base

Controller – Positive Action Tool Co. 1987 - 1990

Managed accounting and IT Manufacturing for oil production industry

8 manufacturing plants Managed initial big 4 audit

Automated accounting processes Corporate / personal tax returns

Information Systems

Accounting Packages: Dynamics NAV, JD Edwards, Solomon, Great Plains, Oracle, Quickbooks

Databases: SQL Server, Access (including VBA), Oracle, ODBC connections

Spreadsheets: Excel including macros, pivot tables, queries, and functions

Other: TM1, ADP, Crystal Reports, Microsoft Query, Sage FAS, Reportsmith

Education / Certification

Certified Public Accountant, State of Texas

Certified Management Accountant

MBA, University of Texas-Arlington, Information Systems Major

Adjunct Instructor, South Texas Community College

Jeff Moran

CPA, CMA, MBA

BBA, Southern Methodist University, Emphasis in Accounting

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