Lee Morgan, CPA

949-***-****

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

949-***-****

ad2a0l@r.postjobfree.com

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

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