Led operational tranformation initiatives and streamlined client delivery services as Chief Operating Officer of a closely-held professional services firm resulting in a successful shareholder liquidity transaction
Eliminated unnecessary Endowment Portfolio expenses and enhanced overall portfolio returns for a mid-sized University's endowment fund
Developed enhanced management information for C-level management and board-level presentations and business assessments including:
recent operating trends,
business benchmark & trend analysis,
balanced scorecards with key performance indicators, and
introduction of statements of cash flows
Structured tax-exempt bond financing to support $35 million in new construction projects for a Nebraska private university reducing borrowing costs and resulting in savings of $4.5 million
Assisted client in performing year-end close, account analysis and reconciliations and coordinating audit support with external independent accounting firm for an organization operating in 18 locations throughout the Midwest
Assisted international publicly-held company in integrating recently acquired companies
Reconstructed several years of accounting records for GAAP and SEC reporting and supporting documentation for related Canadian tax returns for a U.S.A. based company operating in several Canadian Provinces
Initiated and led a cross-functional team in evaluating and reorganizing a university's student retention policy and related processes resulting in a significant improvement in the student retention rate for the Spring term increasing fiscal year revenue by approximately $2.8 million
Provided accounting department leadership for a $500 million organization successfully enhancing business processes and service improvements to internal and external constituencies
Provided leadership to 35 person business and finance department successfully building team spirit and within 75 calendar days eliminating business critical processing oversights including elimination of backlog of more than 12,000 unprocessed vendor invoices and 22 bank accounts that had not been reconciled since the prior June fiscal year audit
Implemented management reporting best practices by leading cross-functional development team to support recent systems conversion to a new ERP platform
Served as Executive Officer of the Board of Regents (Acting President) and Chief Operating Officer leading a Michigan private university through a transformation process and assembling a new executive team to position the university for effective growth
Developed tailored financial forecasting and risk management models for diversification of a professional service firm's client base
Performed competitor analysis and financial feasibility studies for client analysis of several $5 million to $10 million private placements to support expansion opportunities in various locations
Presented educational conferences for family foundations, investment committees of property & casualty and health insurance companies and board members
Managed a professional service firm's operating budget, vendor relationships and information technology services resulting in transforming an annual pretax loss in excess of $500,000 to profitable operations within 18 months
Performed financial feasibility study and presented congregational communications culminating in a successful $6 million church facilities expansion
Morgan Consulting LC provides independent accounting, financial and business advisory services including process improvement, implementation of leading practices, administrative and financial leadership services to both publicly-held and privately owned corporations and non-profit organizations.
