Chief Financial Officer

STEVE MORRIS

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. Successful 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 while also improving understanding of financial processes among other teams. Proven ability to manage 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 Office 365 Certify Sage 300 CRE CMIC

Build Ops Global Edge Computer Ease Viewpoint Foundation

PROFESSIONAL EXPERIENCE

D & R Construction and Contracting – Atlanta, GA 2024 - Present

(Full-service Electrical Contractor providing electrical services to local government, municipalities, commercial industrial-sites, airport and rail systems)

Controller

Lead Accounting and Finance functions, oversee Percentage of Completion and WIP

Increase utilization of Foundation Construction Accounting Software

Supervise three-person accounting staff

Direct Job Costing and Financial Reporting

Enhance Billings/Collections by improving internal steps in the billing process and by visiting customers when necessary

Advance Industrial Group – Augusta, GA 2023 - 2024

(Full-service HVAC service, retrofit and equipment manufacturing contractor serving commercial, industrial, hospitality, academic and other markets in Atlanta, Tampa St. Pete, Savannah, Augusta)

Chief Financial Officer and Controller

Provided stability, completed ERP system implementation, conducted company’s first financial review and established monthly financial reporting

Assisted with contract negotiation and estimating

Created and Implemented burden calculation tool to verify estimating rates

Led Applying Indirect Cost to Project Cost to calculate accurate gross margins on Service Agreements and Projects

Led ERP implementation relative to billing, costing and percentage of completion revenue recognition

Leveraged external financing to support growth model

Enhanced Billings/Collections by improving internal steps in the billing process and by visiting customers when necessary

Led four-person accounting staff

Mallory & Evans Service Company, Scottdale, GA 2019 - 2023

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

Chief Financial Officer and Controller

Established and managed financial objectives while reporting to CEO of all affiliated companies and leading 3-member finance team. Performed traditional controller functions, managed insurance and risk management, and reviewed and negotiated contracts. Managed multiple special projects

Key Achievements:

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

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

Reviewed and negotiated numerous multimillion dollar contracts; created addendums, reviewed with client, negotiated changes and reached agreements

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 improved operational efficiencies, led a 3-member finance team. Oversaw tax planning and preparation and managed billing, collections and lien process

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, worked in partnership with attorneys

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

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

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

Additional Experience:

The Wall-Tek Company, Oxford, MI/Tampa, FL 2008 - 2010

(Builder of post-tension concrete foundations for military housing projects and commercial retaining walls)

Controller

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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