STEVE MORRIS

**** ******** ***** 404-***-**** ad2u3e@r.postjobfree.com

Decatur, GA 30033 linkedin.com/in/steve-morris-2169a48/ CHIEF FINANCIAL OFFICER / CONTROLLER

Strategic business partner with extensive background in finance and operations. Effectively manages all phases of strategic financial planning, business metrics, reporting and process improvement. Success in developing and executing financial and business action plans and implementing technology to streamline processes. Strong experience in electrical, mechanical and specialty construction industry analyzing and providing solutions to complex business processes and inefficiencies. Known for identifying, training and retaining finance talent and for improving understanding of financial processes among other teams. Proven skill for managing non-accounting issues. CORE COMPETENCIES

− Financial Leadership

− Accounting Systems

− Forecasting

− Process Improvement

− Business Analytics

− Budget Planning

− Financial Reporting

− Cloud-based Technology

− Contract Negotiation

− Tax Planning

− Audit Preparation

− Risk Management

SOFTWARE SKILLS

QuickBooks Google Apps for Business Certify Sage 300 CRE Salesforce Accounting Applications GlobalEdge Dropbox Computer Ease Viewpoint Foundation StarBuilder Drake PROFESSIONAL EXPERIENCE

Mallory & Evans Service Company, Scottdale, GA 2019-Present

(Full service HVAC service and retrofit contractor serving commercial, industrial, hospitality, academic and other markets in greater Atlanta area)

CHIEF FINANCIAL OFFICER/CONTROLLER

Establish and manage financial objectives, reporting to CEO of all affiliated companies and leading 3-member finance team. Perform traditional controller functions, manage insurance and risk management, and review and negotiate contracts. Manage multiple special projects. Key achievements include:

Assessed and stabilized accounting and finance functions after 9-month CFO/Controller vacancy. Interim General Co-Manager (+1 year) during transition.

Managed COVID-19 pandemic initiatives and evaluated staff risk exposure in-house and at remote locations.

Coordinated with CPA firm to complete payroll protection program loan applications and loan forgiveness documentation.

Improved financial processes and efficiencies with multiple system enhancements including migration from legacy in-house system to cloud-based server.

Led settlement of 2 significant lawsuits and resolved disputes as senior management representative.

Improved project estimating process and accuracy with enhanced Percentage of Completion Revenue Recognition and utilization of historical analysis in estimating process.

Review and negotiate numerous multimillion dollar contracts; create addendums, review with client, negotiate changes and reach agreements.

Enhanced financial reporting with new Work in Process schedule; created revenue forecasting and labor burden analysis tools.

Managed benefits and health insurance for over 125 employees. Bryan Electric, Inc., Alpharetta, GA 2016-2019

(Leading source for retail and commercial electrical contracting services throughout nation, licensed in 28 states) CHIEF FINANCIAL OFFICER

Managed all financial aspects to ensure financial stability and improve operational efficiencies, leading a 3- member finance team. Oversaw tax planning and preparation and managed billing, collections and lien process. CHIEF FINANCIAL OFFICER (continued)

Steve Morris 404-***-**** ad2u3e@r.postjobfree.com Page 2

Identified and led transition to new CPA firm; reviewed and corrected financial statements.

Partnered with CPAs to lead tax method conversion from cash to percentage of completion; partnered with CPA for income tax planning and audit process.

Negotiated contracts for existing and new clients, work in partnership with attorneys.

Created system for processing increasing number of contracts and managing additional throughputs such as AP, payroll, billing and collections.

Improved credit card expense management by moving from Concur to Certify software to interface transaction activity with accounting software.

Epic Response, Marietta, GA 2010-2016

(Leading commercial disaster preparedness, response and recovery company in southeast) DIRECTOR OF FINANCE

Led financial and accounting integrity, reporting and operational support. Monitored and forecasted financial performance, conducted financial analysis and created financial statements. Directed legal and risk management strategies.

Transitioned operations from external CPA firm to internal support; set up new finance department, hired, trained and led 3-member team.

Improved budget efficiency and accuracy by transitioning to customized Salesforce ERP that included accounting and finance; implemented market-level budget creation and management.

Increased profitability and gross margin accuracy by educating estimators on how to calculate gross profit margin versus markup in estimating process.

Managed several high-level special projects, including major lawsuit, resolution of compliance issue and implementation of company’s first performance improvement program. The Wall-Tek Company, Oxford, MI/Tampa, FL 2008-2010

(Builder of post-tension concrete foundations for military housing projects and commercial retaining walls) CHIEF FINANCIAL OFFICER/CONTROLLER

Directed financial functions, managed financial reporting and established relationships with new lenders and surety.

Transitioned accounting and finance operations from external CPA firm to internal support; set up new finance department, hired, trained and led 3-member team.

Planned and led conversion from cash to accrual basis; managed tax accounting process changes.

Implemented percentage of completion revenue recognition. FINANCIAL CONSULTANT, Alpharetta, GA 2005-2008

Independent contractor partnering with construction companies in the Southeast Region to provide general accounting services, audit preparation, and staff training on accounting processes, software and job costing. Mallory and Evans, Inc., Scottdale, GA 2000-2005

CORPORATE CONTROLLER

EDUCATION

Georgia Southern College, Statesboro, GA

BACHELOR OF BUSINESS ADMINISTRATION, ACCOUNTING

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