JOSEPH MORGAN, CPA Mahwah, NJ ***** C: 201-***-**** adc2fq@r.postjobfree.com

SENIOR FINANCE EXECUTIVE

Strategic Financial Planning Early-Stage Enterprises High-Growth Ventures Driver for business growth that builds organizational effectiveness and unprecedented profit and performance results Hands-on Senior Executive with 20+ years’ experience in financial management and analysis in staffing, outsourcing, SaaS healthcare software technology, manufacturing industries and public accounting. Proven track record of developing corporate strategy and translating strategy into actionable business and financial plans to propel company growth and expansion. An articulate, high-energy, self-driven and creative leader with strong general management, technical, human resource, team-building, problem-solving, and decision-making skills. KEY PERFORMANCE HIGHLIGHTS

Key player in growing a start-up company to $32M within a five-year period.

Point person in charge of orchestrating $80M sale of a healthcare software technology company.

Restructured chaotic finance departments restoring efficiency and profitability.

“As CEO, I trusted Joe completely. He was loyal, respectful…Joe created tremendous value while he was here. I would recommend him highly.” ~ Stephen Pacicco, Chief Executive Officer, SigmaCare. General Accounting & Reporting

Mergers & Acquisitions

Private Equity Transactions

Debt Financing

Budgeting & Forecasting

Advanced Financial Modeling

Gross Margin & ROI Analysis

Cash Management Techniques

Inventory Management & Control

Audit & Tax Management

Internal Controls & Cyber Security

FASB / IFRS / SAS

SaaS / GAAP Accounting

Labor and Business Law

Operational & Financial Leadership

Cost Reduction Initiatives

Key Performance Indicators (KPIs)

Insurance & Risk Management

Healthcare Revenue Cycle

Staffing & Outsourcing

Manufacturing & Wholesaling

PROFESSIONAL EXPERIENCE & ACHIEVEMENTS

Forrest Solutions, Inc., New York, NY 1/2014 – Current VICE PRESIDENT OF FINANCE

Managed financial and gross margin analysis, prepared management reports, built ROI models, completed all tax information and supporting schedules with outside CPA Firm, developed annual budget and rolling forecasts, created KPIs, analyzed financial statements, and supervised accounting department and staff. RESULTS / ACCOMPLISHMENTS

Analyzed financial records and made necessary changes to ensure accurate financial reporting.

Instituted internal controls to maintain financial accuracy.

Created and implemented various sales reports to provide necessary data for other Leadership Team members.

Instituted new accounting software package and recruiting time management implementation.

Key contributor to ensuring compliance with The Affordable Care Act. eHealth Solutions, Inc., dba SigmaCare, New York, NY 12/2009 – 01/2014 VICE PRESIDENT OF FINANCE & CORPORATE ADMINISTRATION Selected as Head of Finance with full responsibility for strategic financial planning / reporting and the creation of corporate policies / procedures, KPIs, and budgeting. RESULTS / ACCOMPLISHMENTS

Drove company valuation from $10M to $20M over three-year period as key member of executive management team by establishing software product pricing, instituting marketing and alternative revenue strategies, cost reductions, growth initiatives, hiring practices, and cash management.

Implemented the financial and legal due diligences for $16.2M growth equity transaction.

Created budgeting plans and analytical models to secure $3M equity investment transaction.

Orchestrated company sale to a private equity group as vital member of executive management team. JOSEPH MORGAN, CPA C: 201-***-**** adc2fq@r.postjobfree.com Page Two IncentOne, Lyndhurst, NJ 5/2008 – 12/2009

CHIEF FINANCIAL OFFICER

Responsible for all financial matters. Reported directly to CEO and equity partner’s management personnel. Prepared management reports, created complex financial models and cash forecasts, implemented departmental budgeting process and firm’s KPIs, analyzed financial statements, and supervised accounting department and staff. In addition, implemented internal controls for handling merchandise inventory, supervised all HR responsibilities, recruiting, and corporate administration.

RESULTS / ACCOMPLISHMENTS

Coordinated $8M equity recapitalization transaction as key-point financial executive.

Saved $3M in annual costs by renegotiating vendor contracts and commercial rental agreements, reducing labor costs, re-structuring employee benefits, and eliminating nonessential expenses. MD-X SOLUTIONS, INC., Mahwah, NJ 12/2002 – 5/2008

VICE PRESIDENT OF FINANCE

Joined early stage company to provide financial leadership to accelerate growth and expansion. Built and managed the financial infrastructure, led the day-to-day accounting, directed all administrative, legal, tax and financial matters, prepared GAAP financial statements, supervised finance team, developed company financial reporting process, consolidated multiple companies and variable interest entities (VIE), ensured compliance with FASB 123R, and created and instituted company-wide policies and procedures, employee handbook and HIPAA policy manuals. Supervised Human Resource Department and established 401(k), medical, dental, life insurance, and long-term disability plans. RESULTS / ACCOMPLISHMENTS

Orchestrated $80M sale of company by supplying all due diligence documentation; conducted financial presentations for banking investors, purchaser’s / seller’s law firms, merger /acquisition teams and audit firms.

Achieved 800% growth in revenue over five-year period as key member of management team.

Directed strategic planning of Human Resource / Recruiting Departments to increase workforce from 35 to 280.

Increased sales by $200K in one year by creating HIPAA Policy Manual which led to acquiring five new accounts.

Established $5M revolving /$2.5M operating / $1M lease lines of credit. PREVIOUS PROFESSIONAL EXPERIENCE

WINKLER USA, LLP, Rockaway, NJ

CONTROLLER

In charge of finance for manufacturer of commercial bakery machinery. ESSEX ENTERTAINMENT, INC., Englewood Cliffs, NJ

CONTROLLER

Recruited by CFO to implement internal financial controls and to re-structure disorganized accounting department in the wake of rapid corporate growth.

MALESARDI, QUACKENBUSH, SWIFT & COMPANY, CPAs, Englewood, NJ SENIOR STAFF ACCOUNTANT

Performed certified audits, reviews, and compilations for manufacturing and non-profit organizations. EDUCATION & CERTIFICATION

BACHELOR OF SCIENCE, ACCOUNTING

Ramapo State College

Licensed Certified Public Accountant, Member of American Institute of Certified Public Accountants TECHNOLOGY

Excel, Word, Outlook, PowerPoint, Accounting Seed, QuickBooks, Microsoft Dynamics, Salesforce, MAS 90, Job Science, Bullhorn, Expensify, Paychex & ADP payroll programs and Qcommissions Software.

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