Morshed Alam

Morshed Alam Email and Phone Number

Chief Financial Officer | CFO | SVP of Finance | Finance Executive | Director of FP&A | Strategic Planning | Private Equity (PE) | M&A | Technology SaaS | Senior Director of Finance | Business Unit CFO | Trusted Leader @ Fredrikson & Byron, P.A.
Morshed Alam's Location
Minneapolis, Minnesota, United States, United States
About Morshed Alam

Strategic financial leader savvy with for profit, not for profit, and private equity businesses with extensive experience in technology, healthcare, and medical device manufacturing industries. Demonstrated ability to effectively partner with all levels of management to achieve strategic growth and profitability. Leverages excellent business partnering, analytical and communication skills to invest in and build high-performing teams. A proven aptitude for implementing forward-thinking solutions to improve reporting processes, optimize teams, mitigate risk, and maximize profitability. A passionate leader of people focused on personnel development through coaching and mentoring.• A proven financial leader known for driving global cross-functional teams to drive strategic planning, financial planning, transformation, and growth. • Led (as CFO, Business Unit CFO, and Director of Finance) six SaaS and enterprise software businesses over 10 years driving high growth for shareholders, private equity, customers, and management.• Experienced in accounting (GAAP, IFRS), corporate audit, financial planning & analysis (FP&A), budgeting, forecasting, business review, pricing/negotiation/deals of long-term enterprise software contracts, SaaS RFP, new product development finance, business development, joint venture, cost-benefit analysis (Business Cases) of strategic growth initiative, ARR, and financial modeling• Experience in the Integration of enterprise software, and SaaS software companies with a unique and rigorous approach to driving value creation. • Demonstrated effective management in multiple operating environments ranging from private equity growth, non-profit to Fortune 500 • Led high-growth mergers and acquisitions (M&A) transactions and integrations ranging size of $5M to $25M (domestic & international)• Provide leadership for developing high-performing teams and turning strategic analysis into action to improve business performance (domestic & international teams)Areas of Expertise:• Financial Modeling/P&L Management• Due Diligence/ M&A/Integration • Strategic Planning/Growth Management • Enterprise Risk Management • Financial Planning and Analysis (FP&A)• Business Case (NPV, IRR, ROIC)• Change Management/Process Management • Debt/Funding Management • Innovation & Resource Optimization• Regulatory Compliance• Board for Director Liaison/Financial Support • Complex Business ModelingContact Information:Mo AlamCell:763-218-7681email: moalam.cpa@gmail.com

Morshed Alam's Current Company Details
Fredrikson & Byron, P.A.

Fredrikson & Byron, P.A.

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Chief Financial Officer | CFO | SVP of Finance | Finance Executive | Director of FP&A | Strategic Planning | Private Equity (PE) | M&A | Technology SaaS | Senior Director of Finance | Business Unit CFO | Trusted Leader
Morshed Alam Work Experience Details
  • Fredrikson & Byron, P.A.
    Chief Financial Officer
    Fredrikson & Byron, P.A. Feb 2023 - Present
    Minneapolis, Minnesota, Us
    Chief Financial Officer responsible for all financial aspects of the firm including financial planning and analysis, reporting and accounting as well as supporting the Executive Committee, Board of Directors and firm Committees on the implementation of strategic objectives at the law firm. Focus also includes change management and collaborating with the leadership team to take the organization into the future.
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  • Ecumen
    Svp & Cfo
    Ecumen 2019 - 2022
    Shoreview, Minnesota, Us
    Key leader and strategic financial partner to the CEO, senior management and board of trustees in a complex, changing and growing senior living environment. Provide strategic leadership around governance; long range strategic, financial, capital and legal planning. Manage financial reporting and budgeting, information technology strategy, bank and investor relations, risk management, business development and internal controls. Ecumen is a leader in innovation for senior housing and services providing a continuum of care from rehab care to independent living to memory care and all levels of assistance as needed.
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  • Medtronic
    Finance Director Fp&A, Rtg
    Medtronic 2017 - 2019
    Minneapolis, Mn, Us
    Led RTG global ($8 billion) financial planning processes including annual operating plans, monthly, quarterly forecasts and annual five-year strategic plan. Prepared monthly insightful P&L, balance sheet, FCF and capex analysis, reports and business updates for RTG CFO, executives, board of directors and investor relations. Managed monthly financial reporting package and KPI reports for RTG executives and business leaders. Managed a team of five.• Partnered with RTG businesses and regions to implement driver-based forecasting process (Delta V) which improved forecast accuracy and reduced forecast cycle time.• Implemented enhanced cash flow reporting and effective analysis on RTG free cash flow and ROIC strategy, resulting in FCF improvement by 5%.• Successfully implemented RTG capex tool (3C tools) to enhance investments analysis (NPV, IRR and PB) which allowed completion of critical capex project such as Global Sales Reporting etc.• Built a decision support team which performed numerous insightful, focused and actionable P&L analysis which helped RTG revenue growth (4% to 6%).
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  • Solera, Inc.
    Director Of Finance | Business Unit Cfo
    Solera, Inc. 2015 - 2017
    Westlake, Texas, Us
    Managed business unit consolidated financials. Managed month-end, quarter-end, year-end close, monthly forecast, annual budget and annual audits. Managed monthly, quarterly financial review (actual, budget and forecast) to achieve financial targets. Partnered with business unit GMs and MD to prepare and present financials and key initiatives results to the Solera senior management, board and investors. Managed a team of twelve in US and UK.• Built financial models for key growth initiatives and worked with cross-functional leadership team to analyze/operationalize large revenue initiatives which resulted in revenue growth from 1% to 7%.• Streamlined accounting and FP&A processes to new ERP systems (Oracle to Dynamics AX and TM1) resulting in enhanced reporting saving significant time.• Integrated DST business into Parts BU resulting in greater visibility into revenue and operations which improved DST business revenue and EBITA (revenue grew by 3% EBITA growth by 2%).
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  • Thomson Reuters
    Finance Manager, Corporate/Enterprise Solutions Group
    Thomson Reuters 2012 - 2015
    Toronto, On, Ca
    Managed three high growth software companies P&L (actuals, budget and forecast) totaling $250M. Built financial models for new software & services business unit ($650M). Performed business cases for new products, M&A, joint venture for the software (SaaS) & services sectors. Worked collaboratively with cross-functional team to lead the launch of new software and solutions in the UK, Canada & EMEA. Managed a team of seven analysts. • Developed business cases (pricing, costing, and profitability) for new products (OI, PB, NPV, ROI, IRR). • Managed sales pipeline/revenue growth analysis which resulted in reduced sales cycle (sales grew by 8%). • Built and managed pricing/profitability analysis which resulted in EBITDA growth by 2%.
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  • Thomson Reuters
    Manager, Fp&A, Decision Support
    Thomson Reuters 2010 - 2012
    Toronto, On, Ca
    Successfully created and managed FP&A reporting processes (actual, forecast, and budget) for newly created business unit ($1.5 Billion). Managed business unit planning/forecasting process. Streamlined the reporting capabilities for the USLF business unit. Performed Ad-hoc P&L analysis for the CFO. Performed acquisition related analysis for the business unit. Worked with strategy team to develop BU five-year strategic plan. Worked with business unit CFO to prepare monthly, quarterly financial results as well as board presentation. Managed five analysts in the US • Led the growth & return analysis and communicate targets for the business unit – achieved targeted plan in 2010-2012. • Coordinated various corporate driven financial systems (SAP, Bus Objects, Cognos) enhancement projects for the BU. • Managed revenue and margin R&O to improve performance (Revenue by 4% EBITDA by 2%). • Built a high performing FP&A team from scratch.
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  • Thomson Reuters
    Finance Manager, Strategic Marketing Finance
    Thomson Reuters 2008 - 2010
    Toronto, On, Ca
    Managed the small law firms (SLF) segment P&L ($350 Million). Achieved monthly/quarterly/Annual financial performance in a very competitive SLF market segment. Partnered with strategic marketing team to analyze, launch and evaluate various new online customer acquisition (NTO) and customer retention (Pro retention) initiatives. Partnered with the strategic marketing team to analyze and recommend customer acquisition/retention/growth programs. Managed a team for three analysts. • Grew overall segment annual revenue by 8% and increased retention by 3%. • Managed the growth analysis for bundled products for all segments which grew bundled revenue by 6%. • Presented monthly/quarterly financial performance to segment senior management and CFO. • Managed the SSLF pricing/profitability analysis (PMG process), resulting in increased market share by 2%.
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  • Thomson Reuters
    Sr. Financial Analyst - New Product Development Finance
    Thomson Reuters 2005 - 2008
    Toronto, On, Ca
    Partnered with NPD/Strategic marketing team to develop business cases for New Products (NPV, ROI, and IRR). • Created complex financial model for WestLaw preference programs for Strategic Marketing Team. Prepared consolidated revenue analysis report of New Product Initiatives ($200 million). • Analyzed monthly online and print subscription revenue and provided variance analysis. • Tracked /analyzed new products against business cases for three years.
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  • United Healthcare
    Supervisor - Revenue, Sg&A, Project Finance/Capital Team
    United Healthcare 2000 - 2005
    Us
    Managed financial analysis and reporting for UHC capital projects ($400 Million). Managed UHC monthly, quarterly capital prioritization process for capital oversight group (analysis, flash reports and PPT presentation). Prepared analysis and reports for IS Executive Committee (ISEC). Prepared quarterly operational reports (MD&A) for earnings release and Investor’s day. Supervised two AnalystsRevenue & SG&A TeamPerformed month end close and reconciled revenue accounts for three markets ($800 million). Prepared revenue, membership and commission related reports. Prepared analyzed & presented revenue yield analysis report and revenue trend analysis report for three markets. Researched and solved revenue recognition related issues (GAAP). Prepared and presented budget and forecast for SG&A expenses accounts (1.2 billion). Prepared variance analysis report for SG&A accounts.
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  • Boyum Barenscheer
    Staff Accountant - Audit & Assurance
    Boyum Barenscheer 1998 - 2000
    Minneapolis, Minnesota, Us
    Audit & Assurance Team
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Morshed Alam Education Details

  • University Of Minnesota - Carlson School Of Management
    University Of Minnesota - Carlson School Of Management
    Finance & Strategy
  • Winona State University
    Winona State University
    Accounting

Frequently Asked Questions about Morshed Alam

What company does Morshed Alam work for?

Morshed Alam works for Fredrikson & Byron, P.a.

What is Morshed Alam's role at the current company?

Morshed Alam's current role is Chief Financial Officer | CFO | SVP of Finance | Finance Executive | Director of FP&A | Strategic Planning | Private Equity (PE) | M&A | Technology SaaS | Senior Director of Finance | Business Unit CFO | Trusted Leader.

What schools did Morshed Alam attend?

Morshed Alam attended University Of Minnesota - Carlson School Of Management, Winona State University.

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