Chief Financial Officer
Resume:
Lee Morgan, CPA
APPS Holdings, LLC
Fountain Valley, CA
Chief Financial Officer and board member 12/2012 – Present
CFO for a holding company with investments in stock and crypto currency
Responsible for accounting, finance, reporting and taxes
Conducted wind down activities from the sale of Atlantic-Pacific Processing Systems
Atlantic-Pacific Processing Systems, Inc.; APPS Holdings, LLC Fountain Valley, CA
Chief Financial Officer and Controller 12/2012 – 1/2023
CFO for a holding company and a $100+ million complex Fintech company
(software development and electronic transaction processing)
Grew it from $5 million to over $100 million in annual sales
Led the due diligence process for the $165 million sale of the fintech company to a private equity firm
Responsible for accounting, finance and statutory reporting in accordance with generally accepted accounting principles to ensure accurate and timely reporting of financial data
Managed SOC audits, financial audits, tax monitoring, reporting of financial operations and key performance indicators
Led the analysis and costing; strategic planning, forecasting and budgeting
Treasury and banking functions, including relationships and cash flow management, regulation and contractual compliance with lending banks, sponsor banks, the Federal Reserve, and the IRS
Implemented and enforced standard protocols, processes, conventions, procedures and controls
Profitability and process improvements
Acquisitions and restructuring activities
Recovery of assets
Quick Dispense, Inc.
Pomona, CA
Chief Financial Officer and Corporate Controller 01/ 2003 – 12/2012
CFO for a $45 million coffee and juice beverage distribution and real estate group of companies.
Responsible for accounting, finance, banking, acquisitions, cash flow, taxes, risk management and human resources in a family owned business
Shortened the monthly close from over sixty days to fifteen days and improved the quality and integrity of the company’s data
Restructured operations and consolidated and eliminated positions to reduce headcount and costs
Identified and implemented an accounting change which had the effect of Financial executive with a
deep commitment to
enhancing financial
performance, optimizing
operational efficiency and
adding shareholder value.
My hands-on experience
managing complex
financial and operational
challenges, leading
teams, and implementing
innovative solutions
positions me to deliver
significant results.
CONTACT
*********@*****.***
SKILLS
• Financial Reporting
• Budgeting
• Forecasting
• Tax Planning
• Strategic Planning
• Financial Modeling
TECHNIQUES
• Risk Management
• Resource Allocation
• Capital Management
TOOLS AND SOFTWARE
• Excel
• Crystal Reports
• SBT
• A Plus
• FAS
• BNA
• Lacerte
• Quickbooks
EDUCATION
Bachelor of Science in
Business Administration
with a concentration in
Accounting :California State
University, Long Beach;
California State University,
Dominguez Hills.
Lee Morgan, CPA
CCCCCPACPA
organ Morgan,
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increasing the sales price of a Company subsidiary by $3.2 million
Identified and fixed problems with rebate processing, resulting in over
$600K in annual savings and the recovery of $640K in over-paid income taxes
Managed analysis and costing, strategic planning, forecasting and budgeting
Treasury and banking functions, including relationships and cash flow management, regulatory and contractual compliance with lending banks, sponsor banks, the Federal Reserve, and the IRS
Implemented and enforced standard operating procedures and controls
Profitability and process improvements
Acquisitions and restructuring activities
Recovery of assets
MorganNathan, Inc.
Santa Ana, CA
Owner 05/2000 – 01/2003
Started and successfully ran an accounting and finance services company catered to small businesses
Prepared audit schedules, financial statements, tax returns and managed bookkeeping for client companies
Assisted clients with financial forecasting, business planning, policies and procedures, internal controls and budgets
Experience with manufacturing, distribution, professional services, healthcare, and real estate industries Ernst & Young, LLP and KPMG, LLP
Orange County, CA
Senior Manager 12/ 1997 – 05/2000
Managed audits of public and privately held companies
Scheduled and supervised staff
Prepared and reviewed financial statements, statutory filings, SEC filings, and management letters
Conducted research and provided advice on accounting, SEC and other matters
Assisted a large dental company with a complex transaction involving going public by reverse merging into a public company, as well as two pooling-of-interest transactions, a secondary equity offering, two debt offerings, and numerous acquisitions
Contact this candidate