Ann Marie Morrison
Peoria,AZ
Summary
Focused Controller/Manager with expertise in guiding organizational growth through robust financial strategies and management. Accomplished in recognizing operational inefficiencies, risks, improving internal controls, standards and procedures. Over 30 years of Experience and background in helping businesses from start-up, day to day operations and restructuring.
Overview
36
36
years of professional experience
Work History
Controller
AZ Solar Solutions Inc
09.2022 - Current
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Prepared Financial Statements
- Budgets, assets, accounts payable, and receivable and general financial reporting procedures.
- Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
- Created and distributed reports on internal and external finances, audits, and budgets.
- Reviewed documents and data to give accurate presentations and forecasts to upper management.
- Completed year-end close processes through effective supervision financial functions
- Introduced internal controls to monitor critical areas of financial control, Revenue Recognition on Project based jobs corrective actions to address risks or deficiencies.
CFO, Controller
Patriot Equipment Supply
12.2019 - 09.2022
- Established controls and Inventory processes, structure and quality controls.
- Set-up and train staff on hiring processes, background checks, E-Verify and proper conduct and discretion.
- Worked and assigned personnel for updated and coordinating ISN, MSA's and Safety requirements necessary for our Business Operations.
- Placed into effect Audit Controls and systems to track and review all expenditures and inflows.
- Maintained general ledger and chart of accounts, performed complex accounting functions such as journal entry preparation, account analysis, balance sheet reconciliation and preparation of Monthly financial statements.
- Administered payroll for employees and corporate payroll reconciliation, filing of all required payroll tax documents.
- Established controls and Inventory processes, structure and quality controls.
General Manager
Auto Repairs & Service
02.2014 - 08.2019
- Built and maintained loyal, long-term customer relationships through effective account management
- Managed staff, set KPI's,, extended the KPI's to past week/year and team members to enhance and aid in increases awareness of duties and goals for optimum performance and increased satisfaction to our Customer base.
- Created inventory protocol in addition to tracking material returns and defective material reimbursement.
- Trained employees on duties, policies and procedures.
- Conducted employee evaluations to provide adequate feedback and recognize quality performance.
Controller/HR Executive
Autopro
06.2006 - 02.2014
- Prepared monthly and year-end closing statements, financial documents and invoices.
- Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.
- Tracked employee payroll processes to verify timely reporting and avoid late fees.
- Examined budget estimates for completeness, accuracy and conformance with procedures and regulations.
- Followed federal and state regulations when filing documents for staff.
- Delivered employee orientation sessions detailing company policies, job descriptions and milestones.
- Developed organizational filing systems for correspondence, communications, records and reports.
- Reduced accidents in workplace by implementing safety policies and procedures.
Warranty & Service Admin Manager
FLTAZ
01.2001 - 03.2006
- Established protocols for processing all Warranty within Dealership to reduce losses from improper filing and inconsistencies within organization.
- Successfully turned failing department into a quick turn around between filing claims and receiving credits for claims going from 120 to 180 days late to 7 day turnaround.
- Managed 8 staff to write, process and secure claims. Set up complete filing system and logging of al defective parts for return as required by various vendors.
- Coached staff on strategies to enhance performance and improve customer relations.
Credit Manager
Sundance
03.1988 - 01.2001
- Conducted investigations and in-depth evaluations of customers for creditworthiness and potential risk factors.
- Collaborated cross-functionally with sales, management and other departments to maintain effective operations.
- Resolved problems and maintained positive cash position, achieving recognition across organization for having insight, due diligence and precision skills.
Education
CCA - Fraud Examination
ACFE
CBA - Business Administration
NACM
Phoenix, AZ12.1997
Bachelor of Science - Accounting
UNR/University of Phoenix
Reno, NV05.1986
Skills
- Month-End and Year-End Closings
- Executive Leadership Advisement
- Internal Controls Development
- Balance Sheet Management
- Profit and Loss Management
- Risk Management
- Account Reconciliation
- ERP Systems Implementation
- Friendly, Positive Attitude
- Relationship Building
- Supervision & Leadership
- Tax Filing, Ifta, Franchise, Sales Tax, Federal & State agencies Multi-state
Timeline
Controller
AZ Solar Solutions Inc
09.2022 - Current
CFO, Controller
Patriot Equipment Supply
12.2019 - 09.2022
General Manager
Auto Repairs & Service
02.2014 - 08.2019
Controller/HR Executive
Autopro
06.2006 - 02.2014
Warranty & Service Admin Manager
FLTAZ
01.2001 - 03.2006
Credit Manager
Sundance
03.1988 - 01.2001
CCA - Fraud Examination
ACFE
CBA - Business Administration
NACM
Bachelor of Science - Accounting
UNR/University of Phoenix
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