Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
References
Timeline
Generic

Brandi Morgan

Menifee,CA

Summary

Talented Controller with 20 years of experience and successful career in planning, developing and executing events and initiatives to achieve maximum potential. Creative and highly strategic with excellent leadership and client relations abilities. Professional and outgoing with success in building relationships and attracting new clients.

Overview

10
10
years of professional experience
1
1
Certification

Work History

CFO

All In One Plumbing & Drain
Menifee, CA
10.2016 - Current
  • Executed on-time, under-budget project management to adhere to project road map.
  • Increased company revenue by $100K within first year.
  • Guided internal audits, risk assessments and compliance monitoring.
  • Developed systems to protect company assets and report accurate financial results.
  • Brought in more than $250K in new business each quarter.
  • Restructured outstanding debt resulting in 42% reduction in annual interest expenses.
  • Prepared annual budget plans, quarterly forecasts, and monthly closing activities.
  • Managed company-wide budgets, payroll, accounting and other financial operations.
  • Identified potential sources of financing; prepared loan applications for lenders' review.
  • Supported company growth objectives by developing solid financial plans.
  • Improved profitability by accurately maintaining P&L to meet prime fiscal responsibility.
  • Collaborated with business unit managers to prepare annual financial reports, tax returns and pension plan financial statements.

Controller

Freedom Electric Inc.
Riverside , CA
04.2014 - Current
  • Administered payroll for employees and oversaw corporate payroll reconciliation and tax activities.
  • Prepared monthly financial statements, coordinated annual audits and facilitated preparation of Consolidated Annual Financial Reports (CAFR).
  • Validated systems and procedures to support program implementation and streamline auditing processes.
  • Developed and implemented effective internal control systems to ensure compliance with GAAP, company policies and procedures.
  • Developed annual budget and compared actual expenses against projected budget.
  • Monitored accounts receivable and payable activity to ensure proper reconciliation of accounts.
  • Assisted in developing best practices for overall corporate governance processes and procedures.
  • Oversaw month-end closing process, prepared financial statements and managed advanced reconciliations.
  • Coordinated month-end closing process in order to meet tight deadlines.
  • Ensured compliance with applicable laws, regulations and reporting requirements such as SEC filings.
  • Managed day-to-day finance operations by working closely with accounting, accounts payable, accounts receivable and payroll staff to provide direction.
  • Reviewed journal entries for accuracy and completeness.
  • Identified areas for improvement within the finance department operations and processes.
  • Created financial reports for senior management, board of directors and external auditors in accordance with generally accepted accounting principles.
  • Used US GAAP to shape technical accounting policies and procedures.
  • Prepared company's financial reports and ancillary documentation in accordance with established policies and procedures.
  • Developed strategies to improve profitability by analyzing current trends in revenue and expenses.
  • Controlled revenue collection systems to maintain information quality and integrity.
  • Advised executives on contracts with significant financial implications.
  • Executed periodic budgeting and modeling to project monthly cash requirements.
  • Monitored accounting, payroll and financial reporting activities.
  • Managed AP and AR operations, coordinating staff workflows and reviewing completed work to reduce errors.
  • Served as primary contact for external auditors throughout year-end audit process.
  • Provided timely actuals, forecast and budget data for IT and corporate management.
  • Oversaw daily activities of staff members including hiring, training and evaluating personnel performance.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Established controls and reporting systems to optimize governance structure.
  • Prepared and presented operational reports to senior management and executive teams.
  • Developed key performance metrics and dashboards which enabled management decision making based on real-time data.
  • Developed complex P&L reports to inform stakeholders.
  • Coordinated timely collections with appropriate project managers and customers to manage cash flow.
  • Prepared consolidated financial statements at period end close including balance sheet reconciliations.
  • Facilitated and completed annual financial statement audits and reviewed results.
  • Managed accounting, payroll, and financial reporting activities.
  • Improved billing and month-end reporting processes.
  • Managed cash flows to optimize year-end tax benefits.
  • Certified Payroll processing and compliance

Accountant

So Cal Tire
San Bernardino, CA
01.2014 - Current
  • Prepared monthly closing entries for multiple companies' books of records.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Posted financial data in Excel spreadsheets and managed inventory.
  • Minimized internal accounting department backlogs by updating accounts and generating reports.
  • Complied with Sarbanes-Oxley Act and GAAP principles to maintain complete transparency.
  • Analyzed balance sheets for mistakes and inaccuracies.
  • Reported on financial results including balance sheets, income statements, cash flow statements.
  • Tracked employee payroll processes to verify timely reporting and avoid late fees.

Education

Bachelor of Science - Business Administration And Management

University of California, Riverside
Riverside, CA
11-2004

Skills

  • Quantitative Analysis
  • Budget Development
  • Accounting Principles
  • Documentation Requirements
  • Operational Management
  • Documentation Compliance
  • Financial Reporting
  • Financial Management
  • Corporate Leadership
  • Audit Coordination
  • Business Forecasting
  • Strategic Planning
  • Risk Management
  • Public Accounting
  • Human Resources
  • Certified Payroll
  • Cost Accounting
  • Human Resources

Accomplishments

  • Army Corps of Engineer recognized for Certified Payroll Implementation with Award.
  • High Achiever Award (Woman in Construction)

Certification

  • Quickbooks Expert Certification
  • Certified Payroll Certification

References

References available upon request.

Timeline

CFO

All In One Plumbing & Drain
10.2016 - Current

Controller

Freedom Electric Inc.
04.2014 - Current

Accountant

So Cal Tire
01.2014 - Current

Bachelor of Science - Business Administration And Management

University of California, Riverside

Similar Profiles

CREATE PROFILE
Brandi Morgan