Cindy Morley
Accounting
Plain City,Ohio
Overview
1
1
Certification
Work History
Chief Financial Officer
UCO Industries
Marysville, OH
- Oversaw the financial management of the organization and executed the financial strategy
- Co-developed and implemented the organization's five year strategic and business development plan
- Responsible for the financial reporting, budgeting, and financial analysis for the company, as well as two separate entities, which includes accounts reconciliations, monthly and annual accrual and closing entries
- Restructured the financial statements to accurately reflect profit and loss entities within the consolidated statements
- Initiated the total overhaul of Inventory Control and Management using a new ERP system
- Implemented cost accounting controls and reporting for job materials and labor and reported budget to actual variances
- Revamped payroll processing from two different payroll systems eliminating excess cost and labor
- Researched various IT solutions companies and contracted a new company with better service for less cost
- Interviewed four insurance companies for competitive bidding for general insurance policy
- Oversaw initiative to gain operational efficiencies and enhanced data reporting for transparency
- Collaborated with human resources on practice policies, compensation issues, and design of employee benefits offerings
- Managed the retirement plan including annual compliance testing and participation in meetings with plan advisors
- Coordinated strategic planning initiatives with the UCO Leadership Team and Board of Directors
- Provided insight and data critical to decision-making to thoughtfully plan and pursue future goals and objectives
- Led in the preparation of the annual audit, tax returns, and the 401(k) Form 5500
- Supervised a staff of accounts payable, accounts receivable, payroll, and inventory associates
- Established a solid banking relationship with local bank leaders
- Maintained a history of unmodified external audit opinions
- Oversaw deployment of strategic business plans to accomplish accounting, compliance, and revenue targets.
- Completed in-depth analyses of risks to control company profile, enhance systems, and track legal concerns.
Senior Accountant
BDO USA, Inc.
Columbus, Ohio
- Member of the firm's Advisory Services specifically within BDO's Outsource Financial Services Department
- Specialized in the nonprofit sector providing consulting and accounting services from bookkeeping to controller duties and produced financial statements and made presentations to many nonprofit Board of Directors
- Performed compilations and reviews, and prepared statements for several of the firm's clients
- Provided strategic and tactical services tailored to each client's unique needs
- Helped clients develop and integrate accounting, finance, and HR objectives, while realizing their long-term goals
- Prepared clients' Sales and Use Tax filings, and monthly, quarterly and annual payroll filings
- Reviewed work, mentored and coached accountants for accuracy of accounting and financial reporting
- Completed tax returns, tax reviews, filings, and payments
- Assisted with fixed asset accounting and asset management for a number of the firm's clients
- Specialized in financial accounting for clients in the energy, real estate, construction, restaurant, medical, and non-profit industries
- Accounting advisor in mergers and acquisitions
- Became an expert in QuickBooks Online and other ERP systems that clients utilized
- Operated in client systems and performed detailed transactions as needed
- Met annual budgeted billable hours and cross-sold and identified additional services to current clients of the Firm
- Participated in the firm's committees and activities and positively promoted the firm to the community through professional organizations
Education
Bachelor of Science - Business Administration, Accounting
THE OHIO STATE UNIVERSITY
ColumbusSkills
- Strategic Decision Making
- Financial Management
- Business Development
- Budget/Strategic Planning
- Treasury Management
- Cash Flow Forecasting
- Regulatory Compliance Expertise
- Charitable Organization Accounting
- Cost Analysis
- Manufacturing Financial Management
- GAAP
- Risk Management
- Project Management
- NetSuite
- Sage
- QuickBooks
- Inventory Control Management
- Enterprise Resource Planning Systems
Certification
- Certified Management Accountant (CMA) - Institute of Management Accountants.
Timeline
Chief Financial Officer
UCO Industries
Senior Accountant
BDO USA, Inc.
Bachelor of Science - Business Administration, Accounting
THE OHIO STATE UNIVERSITY
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