Brian Morgan
Financial Engineer
Denver,Colorado
Summary
Financial Executive and Business Consultant with proven experience in business development, from startup to $7.7 million in annual revenues. Offering keen financial acumen to lead businesses to profitability in both lean times and periods of growth. Known for excellent recruiting, hiring and managing high-performance teams. Experienced in finance and accounting, operations, supply chain and human resources. Top-notch financial engineer, with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices. Persistent leader eager to lead and grow organizations. Skilled in strategic planning, problem-solving, and communication with good understanding of business principles, project management and team leadership. Collaborative with relentless work ethic. Pragmatic professional with solid experience in leadership roles. Adept at implementing strategic business plans, driving growth and improving operations. Skilled in financial management and stakeholder relations. Collaborative and dedicated to building and leading talented and motivated individuals.
Overview
20
20
years of professional experience
4
4
years of post-secondary education
Work History
CFO
Harvest Venture West
Denver , Colorado
12.2018 - Current
- Directed budget development, creation of budgetary controls and recordkeeping systems and investment management.
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Created, planned, and implemented policies and procedures to increase productivity and maximize return on investments.
- Conducted detailed analysis of company financial information to drive internal and external financial reporting, stewardship of company assets and ownership of cash management.
- Developed future financial plans to inform critical decision-making related to spending cuts, rightsizing labor force and timing planned business investments.
- Conducted detailed analysis of company financial information and oversaw preparation of related reports.
Investor Relations Manager
Wealth Management West
Denver , CO
11.2016 - 12.2022
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Developed strategic plans for day-to-day financial operations.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Startup Founder
Ranch Bucket Brands
Denver, CO
11.2015 - 12.2022
- Studied market to determine optimal pricing of goods and capitalize on emerging opportunities.
- Conducted target market research to scope out industry competition and identify advantageous trends.
- Created and monitored promotional approaches to increase sales and profit levels.
- Created organization's mission and vision statements for use by employees.
- Identified business development challenges and customer concerns for proactive resolution.
- Developed strong partnerships with other businesses to allow for collaboration and more significant opportunities for growth.
- Established organizational mission statement through extensive collaboration and review.
- Cultivated forward-thinking, inclusive and performance-driven company culture to lead industry innovations.
- Managed financial, operational and human resources to optimize business performance.
- Cultivated company-wide culture of innovation and collaboration.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Established and maintained strong relationships with customers, vendors and strategic partners.
Startup Founder
Space Creators
Denver, CO
02.2009 - 10.2015
- Created organization's mission and vision statements for use by employees.
- Formed senior leadership team through rigorous interviews and extensive candidate research.
- Identified business development challenges and customer concerns for proactive resolution.
- Secured sufficient funds to cover business obligations by tracking expenses and budgeting accurately.
- Initiated strategy to drive company growth and increase market share and profitability.
- Maintained P&L and shouldered corporate fiscal responsibility.
- Represented organization at industry conferences and events.
- Cultivated company-wide culture of innovation and collaboration.
- Established organizational mission statement through extensive collaboration and review.
Fashion Photographer
Self-employeed
05.2004 - 10.2010
- Scheduled and booked locations for photo shoots, working collaboratively with clients and contacts.
- Edited, toned, captioned, and uploaded photographs for publication.
- Photographed high-quality images for various print and digital projects.
- Utilized natural and artificial lighting to capture desired images and maintain quality.
- Customized photography strategies based on intended use and client preferences.
- Captured stunning images for variety of projects.
Manager
Euclid Financial Group
Denver, CO
01.2008 - 02.2010
- Accomplished multiple tasks within established timeframes.
- Maximized performance by monitoring daily activities and mentoring team members.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Leveraged data and analytics to make informed decisions and drive business improvements.
- Successfully managed budgets and allocated resources to maximize productivity and profitability.
Graphic Designer
New Method Marketing
Denver, CO
02.2003 - 08.2004
- Created digital image files for use in digital and traditional printing methods.
- Researched trends and projected industry changes to capitalize on emerging opportunities.
- Applied knowledge of production to create high-quality images.
- Developed display, marketing, and packaging materials to support product branding strategies.
- Developed innovative designs for variety of clients in graphic design industry.
Education
Bachelor Fine Arts - Photography
University of Colorado At Boulder
Boulder, CO 08.1998 - 12.2002
Skills
Strategic planning
undefinedAccomplishments
- Wide range of successful real estate transactions through various estate planning entities to enhance the stragic partnership and grow generational wealth.
- Achieved saving family business by completing strategic planning with accuracy and efficiency.
Timeline
CFO
Harvest Venture West
12.2018 - Current
Investor Relations Manager
Wealth Management West
11.2016 - 12.2022
Startup Founder
Ranch Bucket Brands
11.2015 - 12.2022
Startup Founder
Space Creators
02.2009 - 10.2015
Manager
Euclid Financial Group
01.2008 - 02.2010
Fashion Photographer
Self-employeed
05.2004 - 10.2010
Graphic Designer
New Method Marketing
02.2003 - 08.2004
Bachelor Fine Arts - Photography
University of Colorado At Boulder
08.1998 - 12.2002
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