Morgan Pierce
Rodman,NY
Summary
Dedicated Finance Executive with 8 years of experience in all areas of finance and treasury management. Hands-on leader with strong business acumen and analytical mindset to identify and correct underachieving trends.
Overview
10
10
years of professional experience
Work History
Vice President of Finance
Carthage Area Hospital
2023.01 - 2024.05
- Managed multimillion-dollar budgets for optimal resource allocation and financial success.
- Ensured timely and accurate financial reporting, maintaining full compliance with regulatory requirements.
- Controlled accounting operations and oversaw transactions related to payroll, financial reporting, payables and receivables.
- Coordinated and studied financial audits and cost reports to provide recommendations for procedural improvements.
- Optimized working capital by closely monitoring cash flow, accounts receivable, inventory levels, and vendor payments.
- Mentored finance staff members in their professional development, fostering a culture of continuous learning within department.
- Developed comprehensive 30/60/90/360 day financial forecasts, driving accurate decision-making and budgetary planning.
- Promoted transparency by establishing clear communication channels between finance department and other areas within organization.
AVP of Financial Reporting
Carthage Area Hospital
2021.04 - 2022.12
- Oversaw all aspects of financial reporting from start to finish to ensure accurate results across 5 organizations.
- Managed projects efficiently, ensuring timely delivery and high-quality output.
- Streamlined communication channels between approximately 25 departments, facilitating better collaboration on projects across organization.
- Successfully managed change within organization, ensuring smooth transitions during periods of restructuring or process improvements.
- Analyzed data to identify areas of improvement, implementing changes that resulted in greater operational efficiency.
- Enhanced team productivity by providing training and mentorship to junior staff members.
- Oversaw talent acquisition efforts, selecting top candidates who contributed significantly to organizational success.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
- Reported issues to higher management with great detail.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Accounting Manager
Carthage Area Hospital
2020.11 - 2021.04
- Managed journal entries, reconciliations, and payroll processing.
- Managed monthly balance sheet statements.
- Oversaw bi-weekly payroll for company employees.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Generated monthly and quarterly financial statements for executive review.
- Reduced discrepancies in financial data with thorough account reconciliations and adjustments.
- Led team of 5 accounting professionals in achieving department goals while fostering positive work environment.
- Achieved timely financial reporting through diligent preparation and analysis of monthly, quarterly, and annual reports.
- Conducted internal audits to verify accuracy and compliance with applicable standards.
- Supported financial director with special projects and additional job duties.
Treasury Manager
Carthage Area Hospital
2018.03 - 2020.11
- Mitigated risk by implementing internal controls and safeguards for revenues and expenditures.
- Implemented cash forecasting models to accurately predict future cash needs for 30/60/90 day forecast and inform decision-making within organization.
- Collaborated cross-functionally with other departments to ensure seamless integration of treasury-related activities.
- Reduced bank fees by negotiating favorable banking terms and services agreements with multiple financial institutions.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
- Advised management regarding significant expenditures to keep operations in line with budget limitations.
- Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management.
- Introduced internal controls to monitor critical areas of financial control.
- Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
Senior Accountant
Carthage Area Hospital
2017.02 - 2018.03
- Prepared and oversaw monthly journal entries and reconciliations across healthcare system.
- Reconciled accounts and created documents for monthly closure procedures.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Assisted in internal and external audits by preparing necessary documentation and responding to auditor inquiries.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Provided timely and accurate financial reporting to senior management.
Operations Director
Family Counseling Service Of Nny
2016.05 - 2017.05
- Developed strategic plans for business growth, enabling company to expand its market share and increase revenue.
- Reviewed and reported financial and operational outcomes on regular basis to make effective decisions.
- Initiated change management strategies that effectively addressed employee concerns while driving forward organizational transformation efforts.
- Collaborated with executives to develop strategic business plans.
- Managed financial resources with focus on cost control, leading to significant savings without compromising service quality.
- Built strong relationships with partner agencies fostering collaboration between departments for optimal results.
Public Accounting Staff Accountant
Whalen, Davey & Looney
2014.11 - 2016.05
- Ensured accurate revenue recognition across various industries by applying appropriate accounting standards and methodologies.
- Conducted comprehensive financial statement analyses to identify areas of concern or opportunity within client''s business operations, offering actionable recommendations for improvement.
- Delivered exceptional tax prep customer service to approximately 150 clients by promptly addressing client inquiries and concerns, fostering long-lasting relationships built on trust and dependability.
- Analyzed data and presented reports of financial statuses.
Education
MBA - Accounting
Capella University
Minneapolis, MN12.2017
Bachelor of Science - Accounting
SUNY Empire State College
Saratoga Springs, NY05.2015
Skills
- Financial Strategy Development
- Financial analysis and reporting
- Cash Flow Management
- Internal controls implementation
- Vendor Negotiation and Management
- Audit Management and Coordination
- Financial Modeling and Forecasting
- Performance monitoring
- Relationship and Team Building
- Analytical and Critical Thinker
- Strategic Planning
- Profit and Loss Management
Timeline
Vice President of Finance
Carthage Area Hospital
2023.01 - 2024.05
AVP of Financial Reporting
Carthage Area Hospital
2021.04 - 2022.12
Accounting Manager
Carthage Area Hospital
2020.11 - 2021.04
Treasury Manager
Carthage Area Hospital
2018.03 - 2020.11
Senior Accountant
Carthage Area Hospital
2017.02 - 2018.03
Operations Director
Family Counseling Service Of Nny
2016.05 - 2017.05
Public Accounting Staff Accountant
Whalen, Davey & Looney
2014.11 - 2016.05
MBA - Accounting
Capella University
Bachelor of Science - Accounting
SUNY Empire State College
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