Douglas Morrow ad1vu0@r.postjobfree.com 480-***-****

Strategically oriented, bottom line focused. Tempe, AZ

Years of experience, still room to grow. Looking for stability and growth. Authorized to work in the US for any employer.

I have years of experience in manufacturing, professional services, retail, banking, restaurant, and agriculture. In Controller, Assistant Controller, Financial Analysis, Cost Accounting and Operations Management roles.

Skills

• Pricing • M&A experience • Microsoft Word

• Accounting Software • Balance Sheet Reconciliation • Microsoft PowerPoint

• Payroll / Compensation Analysis • Corporate Accounting • Expense Management

• QuickBooks • Accounts Payable • General Ledger

• Regulatory Reporting • CRM Software • GAAP

• Accounts Receivable • Market Research & Analysis • SAP

• Microsoft Access • Benefits Administration • Operations Management

• Financial Planning • Project Management • Process Improvement

• Google Docs • Cost Accounting • ERP Systems

• Public Accounting • Negotiations Skills • Microsoft SharePoint

• Financial Reporting • Analytics • Supply Chain Analytics

• Asset Management • Microsoft Office • Tableau

• Profit & Loss • Corporate Finance • Account Reconciliation

• Financial Modeling & Analysis • Internal Audits • Microsoft Excel

• Budgeting & Forecasting • Microsoft SharePoint • Supervising Experience

Work Experience

Budget Analyst II – Temporary:

City Of Phoenix - Phoenix, AZ July 2023 to September 2023

(Permanent position filled internally - contract ended) second level review and approval of "Carts" for funds, departments, cost centers, budgets, and line items. Then, third level approval, releasing of P.O.’s, to pay vendors, by Accounts Payable department. This oversight is auditing of original submissions in area of both Operations and Capital Outlays. For up to five-year planning rationales.

Going through "3+9" process, to confirm, line by line funding requirements, to support City of Phoenix obligations in remaining, next fiscal and projected 5-year spending periods, for the Information Technology Services and other departments.

Generation and review of SAP to EXCEL, EXCEL back to SAP (for reporting and changes in Chart of Accounts) Identified report errors on Excel worksheets - $350,000 to date.

Process improvement - Worked with managers and supervisors, to correct errors/oversights/changes in submittals.

Manager:

BLB DBA - Funding Your Future - Phoenix, AZ August 2022 to July 2023

Small ($3,000 up to $5 million) funding for equipment financing, merchant advances, start-up, short-term bridge to long-term (3+ years) and SBA loan processing. Risk analysis, credit monitoring, unsecured, secured projects, filings. (contract issues)

Financial Controller, HR, and Operations:

RKAA Architects, INC - Phoenix, AZ February 2020 to August 2022

(Accounting and Finance duties - from entry of original transactions, (AP/AR/Collections)) to compliance reporting. Financial statement reporting. Treasury - 8 accounts. Analysis - at transactional, project and operations levels. PPP, Insurance, R&D, internal controls, audit, tax, and senior business level concerns.

HR - All human resource requirements from onboarding through departures, payroll, health insurance, and compensation benefits functions. Health and Safety management. Dealings with Covid impact and other issues.

Operations - identifying processes for incremental improvements, identifying markets and competition, project pricing modeling. Legal and contract duties including revisions and negotiations. Various other duties for other business entities. Identified additional funding opportunities and provided over one million to the bottom line.

Contract Consulting:

Self - Mesa, AZ June 2019 to February 2020

Consulting projects, financial modeling and analysis, valuations. New business formations.

C&R:

Bank of America - Phoenix, AZ November 2017 to May 2019

Collections and servicing of consumer card, analysis, and projects for nearly 2,250 accounts monthly. Negotiations and advisory responsibilities in a call center environment.

Technical Advisor - Contract:

Concentrix / Randstad - Tempe, AZ March 2017 to September 2017

Turbo Tax: Client advisory for tax related software issues, compliance, financial, etc. Seasonal (Temporary) role.

Apple: (Contract) Customer advisory role multi-platform IOS troubleshooting software/hardware.

SharePoint Administrator - Contract:

Chase / Experis - Phoenix, AZ February 2017 to March 2017

(Contract complete) Advised Chase to reinstall SharePoint Foundation/Developer 2013 or acquire/ install SharePoint Developer 2016. Editing records under 2016 SharePoint Foundation package (without SharePoint Developer each record would be edited one at a time). Under SharePoint Developer it would take a fraction of time under batch process. Savings would amount to $1.8 million on 9 million records.

Sr. Pricing Analyst - Contract:

Honeywell/Infotree Services - Tempe, AZ October 2016 to February 2017

(Contract complete) Financial (costing, pricing), analysis/modeling for projects up to $300 million USD annually. Defense contractors/DOD (NON-FAR, FAR15) and TINA based proposals. Required high level security clearance. Project coordination (Salesforce), oversight in pricing projects (make/buy and planning decisions). Training on (Excel pivot tables /Access add ins).

Accounting Manager/Analyst:

GXI Outdoors - Phoenix, AZ June 2016 to September 2016

(The company moved the accounting department back to Carolina after Stanley Outdoor suit) Controllership responsibilities. Managing accounting staff: AP, AR, collections, costing, inventory, payroll, banking, fixed assets, EEOC issues, etc.,

Sr. Cost Manager/Analyst – Paragon - Contract:

Valeant Pharmaceutical / Bausch Health - Mesa, AZ January 2016 to April 2016

(All contract roles ended when parent Valent now Bausch Health issues came out) Lot Costing (commodity raw materials to finished goods - polymers), BOMS, Build Routes, Financial Modeling, Production review, Fixed assets revalue after acquisition. GL - COGS responsibilities, Budgeting, and Inventory planning for going international. Implementation/migration of accounting/production information from SBT/Access to Syteline ERP.

Sr. Financial Research Analyst - Contract:

Networth Services - Scottsdale, AZ October 2015 to December 2015

(Role changed to Business Analyst for correcting issues) Corporate actions, research, analysis for: funds, stocks, bonds, REITs, FTC, SEC, etc., Reconcile valuations. Collecting data: valuations of shares though stock history - spinoffs, splits, reverse impacts. Marketing/lead contact, database management, software testing for review.

Senior Financial Analyst:

Closed Loop Refining & Recovery (Cercom) - Phoenix, AZ April 2014 to August 2015

(EPA closed the company due to the 5-year limit ending) Financial analysis for two regions (Western division - Arizona, Eastern division - Ohio), analytics, presentations to EPA, OEM's, OSHA. Accounting responsibilities COGS, (A/P - A/R), contract requirements, negotiations, compliance. Regulatory research - EPA, ADEQ, Interstate Commerce for hazardous materials, EHS/SOPs for production. Software review and change to new ERP platform. Creating and maintaining marketing/sales CRM. Auditing of incoming raw materials and WIP production for Teardown, Commodities and Finished Goods. Market analysis and sales for materials - precious metals, raw materials for industrial applications, end life dispositions. Materials analysis R&D for various recycled/restrictive downstream products. Scheduling outbound materials, management of logistics department for delivery to Mexico, Spain, India, and China. Presentations - senior management, customers, and regulatory agencies. Marketing and sales for Cercom division.

Operations Management/Accountant/Analyst:

MBS - Phoenix, AZ 2003 to 2014

(Divorce closed company) Accounting and tax consulting, State and Federal regulatory reporting. Financial analysis, modeling, and valuations - Asset, Income and Market, CAPEX, IRR, etc., Start-ups, business process/internal controls review, Accounting/Statistical software installations. Worked in industries including transportation, energy, retail, and services. Coordinated with IT to migrate data over to new systems resulting in significant savings. Internal controls implementation saved clients in labor costs, security, and compliance. Marketing/Sales presentations.

Finance Manager/Analyst:

Durrant Inc - Architects, Engineers, and Construction Management - Phoenix, AZ 1999 to 2003

(Acquisitions of insolvent AECM's (to 26 offices, forced layoffs, company closed later with 9 offices) Business management, financial reporting of western region and projects to senior management, litigation dealings, insurance requirements, conducted operational and project analysis (ad hoc reporting budgets and forecasts. Coordinated project contract administration. Executed accounting duties (invoicing, A/P, ROPs, schedules, billings) for projects. Identified additional revenues and change orders in AECM contracts, Cost savings in first year. Conducted industry and clientele research/special projects.

Financial Analyst - Contract:

Kohlberg & Co - Phoenix, AZ 1997 to 1998

(Project work contract ended) Mergers, Acquisitions, Divestitures - analyzed business acquisitions for 150 store chains. Budgeted P&L from Gross Sales through EBITDA. Audited store activities, inventory changes, lease contracts for 100 stores in Western US. Cash management. Administered credit line/debt covenant requirements. Reporting to third party investors. Led cost reduction incentives: CAPEX programs in two divisions. Negotiated savings on utilities.

Controller:

Southwest Farm Services - Phoenix, AZ 1995 to 1997

(Commute over 80 miles round trip and started my MBA program) Financial reporting, managed A/P, A/R, payroll and collections, internal controls for inventory and equipment. Credit reporting to financial institutions, miscellaneous management duties: two corporations, one partnership, one Schedule F entity. Filed four years of delinquent IRS income and property tax filings. Researched software, hardware and directed consultants. Inventory pricing for agriculture products drop-ship to California, Arizona, and Colorado. Supervised staff of three.

Public Accountant:

Padgett Business Services - Mesa, AZ February 1994 to December 1994

Public Accounting - Financial reporting, Payroll and Tax filings for Corporations, Partnerships, and Individuals. (Sold business)

Divisional Cost Accountant:

Rockford-Fosgate - Tempe, AZ January 1991 to December 1993

(Acquisitions of companies Hafler/Acoustat resulted months later in layoffs and VC departed) COGS, build-ups, bills of material, routing, order maintenance and variance review. Analyzed and developed budgets, forecasts, and standard costing by product and between divisions, WIP transfers, inventory counts, MRP/MRPII (Pre ERP environment) coordination between departments, performed physical inventory audits along with production output and inventory level tracking, assisted with month-end and year-end closing and preparation of internal reports, completed worker's compensation, state use tax and payroll audit filings for government agencies. Negotiated and reduced penalties/potential penalties with regulatory agencies.

Cost Accountant:

General Semiconductor – Tempe, AZ February 1989 to January 1991

(Company moved to India) COGS, build-ups, BOMs, routing, order maintenance, made WIP transfers, inventory counts and MRP (Pre ERP) coordination with departments, freight audit, precious metals, inventory valuations, depreciation schedules.

Education

MBA in Decision Analysis (Analytics) B.S. in Accounting

Arizona State University - Tempe, AZ University of Nebraska - Lincoln, NE

Military Service Certifications and Licenses

Branch: Army National Guard Country: USA Rank: E6 PMP – Project Management

Assessments

Analyzing Data — Highly Proficient January 2020

Interpreting and producing graphs, identifying trends, and drawing justifiable conclusions from data.

Principles of Accounting — Proficient September 2021

Preparing financial records according to federal policies.

Spreadsheets with Microsoft Excel — Proficient December 2022

Knowledge of various Microsoft Excel features, functions, and formulas.

Bookkeeping — Highly Proficient December 2021

Calculating and determining the accuracy of financial data.

Management & Leadership skills: Impact & Influence — Proficient December 2022

Choosing the most effective strategy to inspire and influence others to meet business objectives.

Managing Accounts in QuickBooks — Proficient October 2022

Using QuickBooks software to manage business financials.

HR: Compensation & Benefits — Proficient April 2023

Knowledge of compensation and benefits programs.

Supervisory Skills: Motivating & Assessing employees — Proficient February 2021

Motivating others to achieve objectives and identifying improvements or corrective actions.

Project Timeline: Management — Proficient May 2021

Prioritizing and allocating time to effectively achieve project deliverables.

Indeed provides skills tests that are not indicative of a license or certification, or continued development in a professional field.

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