Work Preference
Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Allison Morey
Open To Work
Verified
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Allison Morey

Westminster,CO

Work Preference

Job Search Status

Open to work
Desired start date: Immediately

Desired Job Title

Acumatica ERP Consultant IIDirector of Accounting & FinanceStaff AccountantStaff Consultant

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Westminster, CO, USWestminster, CO
Open to relocation: Yes

Important To Me

Career advancementCompany Culture

Summary

Accounting professional with comprehensive experience in financial management and team leadership. Proven expertise in streamlining accounting processes and enhancing financial reporting accuracy. Known for fostering collaborative environments and adapting to evolving business needs while maintaining high standards.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Branch Controller

Fix-it 24/7
Golden, CO
02.2025 - 05.2026
  • Manage, support, and train a team of 4 headcount in day-to-day accounting operations including AR, Financing, AP, and payroll.
  • Team with the branch general manager to build bottom-up budgets for OPEX and revenue.
  • Perform payroll duties including calculating & preparing commissions for 110+ technicians and submitting reconciled reports in our HR platform.
  • Seek process improvements with daily activities including reviewing configurations in the CRM and ERP systems, documenting workpaper improvements, and train the team to write SOP's of their current positions for cross-training and development of other team members.
  • Job Costing for all jobs including materials, equipment, financing, and labor inputs.
  • Participate in cash flow positioning.
  • Account recs and BvA reviews with the GM, corporate controller, and CFO.
  • Home Services Company

Acumatica ERP Consultant II

Blytheco
Remote
01.2024 - 02.2025
  • Managed up to 20 client projects at a given point in time spanning across several types of industries.
  • Implemented and provided recommendations for clients for Acumatica software modules with a strong focus in the General Ledger, Accounts Payable, Accounts Receivable, Banking, and Fixed Assets.
  • Delivered impactful training and informative post-implementation service and support.
  • Documented progress on projects including timing of delivery, challenges discovered, or dependencies or development needs.
  • Reviewed and imported large sets of data provided by the client. Built data import scenarios and joined database tables to compile data into generic inquiries.
  • Configured system setups in finance and fixed asset modules.
  • ERP Solutions Company

Director of Accounting & Finance

PrescientCo
Arvada, CO
09.2017 - 04.2024
  • Managed a team of (2-8 headcount) Inventory, Corporate, and Commercial accountants.
  • Developed employee soft and technical skills demonstrating knowledge and patience while providing written and verbal review points.
  • Prepared Financial Package for CFO, Board, and Owners.
  • This included preparing, validating, and reconciling both Balance Sheet and P&L Accounts.
  • Researched, applied, and documented GAAP application outcomes in accounting memos.
  • Created and documented internal company policies and procedures.
  • Consolidated and translated foreign currency financials.
  • Construction and Technology Company

Staff Accountant

Healthcare Trust of America
Mount Pleasant, SC
07.2016 - 08.2017
  • Maintained a portfolio of twenty-six properties on a monthly accounting cycle analyzing budget versus actuals for both revenue and expenses.
  • Explained and reported trends and variances to property managers, other accounting personnel and relevant stake holders while adhering to strict reporting deadlines.
  • Real Estate Investment Trust

Staff Consultant

KMH LLP
Honolulu, HI
11.2014 - 05.2016
  • Worked with a variety of clients performing a range of tasks including a loan staff position as an assistant controller for a non-profit organization, staff accountant assisting in the preparation of various schedules for a government agency, and a compliance consultant for a state agency.
  • Acted as a loan staff to KMH's audit and tax departments performing detailed testing of account balances and preparing S-Corp, Partnership, and Individual Tax Returns.
  • Public Accounting

Education

Bachelor of Science - Supplemental Accounting Courses to Complete CPA Eligibility

College of Charleston
Charleston, SC
01-2012

Bachelor of Science, Cum Laude - Hospitality Management, Hospitality Business, Piano

University of North Texas
Denton, TX
01-2007

Skills

  • ERP System Configurations
  • Process Builds, Improvements & Documentation
  • Acumatica, Oracle Fusion, Great Plains, Sage Intacct
  • Service Titan (CRM)
  • Project Accounting
  • Data Cleaning & Management
  • Expense Management
  • Accounting Reconciliation
  • Customer & Vendor Relationships
  • Fixed Assets
  • Multi-Entity & Intercompany
  • Budgeting
  • Cash Flow
  • Multi-Currency
  • Payroll processing
  • Preparing financial statements
  • Staff management

Certification

  • Certified Public Accountant
  • License #: 9453

Timeline

Branch Controller

Fix-it 24/7
02.2025 - 05.2026

Acumatica ERP Consultant II

Blytheco
01.2024 - 02.2025

Director of Accounting & Finance

PrescientCo
09.2017 - 04.2024

Staff Accountant

Healthcare Trust of America
07.2016 - 08.2017

Staff Consultant

KMH LLP
11.2014 - 05.2016

Bachelor of Science, Cum Laude - Hospitality Management, Hospitality Business, Piano

University of North Texas

Bachelor of Science - Supplemental Accounting Courses to Complete CPA Eligibility

College of Charleston

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