Douglas Morrow

Strategically oriented, bottom line focused.

Tempe, AZ

Years of experience but still room to grow. Looking for stability and growth.

Authorized to work in the US for any employer.

Work Experience

Manager

Funding Your Future - Phoenix, AZ September 2022 to Present

Small business source funding to help businesses in equipment financing, merchant advances, start-up, and SBA loans. Risk analysis, regulatory filings.

Financial Controller, HR, and Operations

RKAA Architects, INC - Phoenix, AZ February 2020 to September 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 and other 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 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

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

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

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

SharePoint Administrator

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.

Sr. Pricing Analyst

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

(Contract complete). Financial (costing, pricing), analysis/modeling for various 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 for components). Training team members 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 to Carolina). Controllership responsibilities. Managing accounting staff: AP, AR, collections, costing, inventory, payroll, banking, fixed assets, EEOC issues, etc.,

Sr. Cost Manager/Analyst - Paragon

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

Networth Services - Scottsdale, AZ October 2015 to December 2015

(Role changed to Business Analyst needs). 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 other AECM's, then layoffs, company closed later). 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

Kohlberg & Co - Phoenix, AZ 1997 to 1998

(Project work contract ended - divisions closed). 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-shipped 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.

Divisional Cost Accountant

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

(Acquisitions of companies Hafler/Acoustic 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.

Education

MBA in Decision Analysis Process Improvement (Analytics)

Arizona State University - Tempe, AZ

B.S. in Accounting, minors in Psychology and Anthropology

University of Nebraska - Lincoln, NE

Skills

• Pricing • Acquisitions • Application Development

• Accounting Software • Balance Sheet Reconciliation • Market Analysis

• Microsoft PowerPoint • Payroll • Corporate Accounting

• QuickBooks • Visual Basic • Accounts Payable

• Regulatory Reporting • Financial Concepts • Costing Standards

• Customer Service • Time Management • Accounts Receivable

• Warehouse Experience • Microsoft Access • Benefits Administration

• Quality Management • Financial Planning • Project Management

• Strategic Planning • Google Docs • Manufacturing

• Public Accounting • Negotiation • Communication Skills

• Financial Reporting • User Interface (UI) • Statistics

• Analytics • XSLT • Regulatory

• Organizational Skills • Asset Management • Data Warehouse

• Financial Modeling & Analysis • Conflict Management • Internal Audits

• Budgeting & Forecasting • Microsoft SharePoint • Supervising Experience

• Business Analysis • SAP • ERP Systems

• Relational databases • XML • Microsoft SQL Server

• Lawson • Microsoft Excel • Expense Management

• Conflict Management • Technical Accounting • Corporate Finance

• Commercial Construction • Senior Leadership • SaaS

• Account Reconciliation • Mentoring • Auditing

• Corporate Finance • Expense Management • Microsoft Office

• Agile • Profit & Loss • ERP Systems

• CRM Software • Sage • Process Improvement

• Lawson • GAAP • Private Equity

• Market Research & Analysis • Computer Networking & Hardware • Mentoring

• Leadership • Microsoft SharePoint • CRM Software

• General Ledger • Microsoft Office • Microsoft Word

• Operations Management • Technical Accounting • Software Development

• Power BI • Analysis Skills • Organizational Skills

• Tableau • Supply Chain Analytics • Relational Databases

Military Service

Branch: United States Army Service Country: United States Rank: E6

Certifications and Licenses

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.

Attention to detail — Proficient October 2022

Identifying differences in materials, following instructions, and detecting details among distracting information.

Bookkeeping — Highly Proficient December 2021

Calculating and determining the accuracy of financial data.

Verbal Communication — Highly Proficient September 2021

Speaking clearly, correctly, and concisely.

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

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

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

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

Spreadsheets with Microsoft Excel — Proficient December 2022

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

Sales Skills — Proficient February 2021

Influencing and negotiating with customers.

Attention to Detail — Proficient February 2023

Identifying differences in materials, following instructions, and detecting details among distracting information.

Managing Accounts in QuickBooks — Proficient October 2022

Using QuickBooks software to manage business financials.

Data entry: Attention to detail — Proficient June 2022

Maintaining data integrity by detecting errors.

Management & Leadership skills: Planning & Execution — Proficient December 2022

Planning and managing resources to accomplish organizational goals.

HR: Compensation & Benefits — Proficient April 2023

Knowledge of compensation and benefits programs.

Work Style: Reliability — Proficient December 2022

Tendency to be reliable, dependable, and act with integrity at work.

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

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