Bill Morris, Cpa

Bill Morris, Cpa Email and Phone Number

Founder/CEO at Morris Capital Group @ Morris Capital Group, Inc.
Bill Morris, Cpa's Location
Atlanta Metropolitan Area, United States, United States
Bill Morris, Cpa's Contact Details

Bill Morris, Cpa work email

Bill Morris, Cpa personal email

About Bill Morris, Cpa

Strategic CFO and CPA with 25+ years of progressive experience in Financial Services, Technology and Telecommunications. A hands-on financial executive with a proven ability to design and execute financial strategies in companies from startup to F500. Results oriented leader with proven success in mergers and acquisitions, due diligence, system integrations, treasury, contract negotiations, and coaching and developing teams.Key Accomplishments:• Designed conversion testing, parallel processing procedures and internal controls around implementation of new financial accounting system.• Built and implemented forecast and budgeting models using key business drivers and metrics that allowed management to make impactful business decisions.• Oversaw HR Function including benefit plans, legal compliance, recruiting and retention.• Established software revenue recognition policies to meet SOP 97-2 / ASC 606 accounting rules, resulting in no audit adjustments.• Expertise in restructuring/turnaround situations as evidenced by the successful reorganization of a 20 location company.• Led numerous M&A projects, from modeling, to due diligence, through post-close integration.Specialties: Financial Planning and Analysis, M&A, Due Diligence, Equity and Debt Financing, IPO, Private Equity, Modeling, GAAP, Audit, SEC Reporting, 10Q & 10K, Treasury, Tax Planning and Compliance, Capital Budget, Investor Relations, Project Management, Revenue and Margin Analysis, Cash Flow, ERP Implementation, Sub Prime, Inventory, Cost Accounting, SOP 97-2, ASC 606, SaaS, Telecom, Talent Development, Interim, Fractional, NPV, DCF, IRR, Quickbooks, JD Edwards, MAS90, Peoplesoft, Netsuite, Sage, Salesforce

Bill Morris, Cpa's Current Company Details
Morris Capital Group, Inc.

Morris Capital Group, Inc.

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Founder/CEO at Morris Capital Group
Bill Morris, Cpa Work Experience Details
  • Morris Capital Group, Inc.
    Founder/Ceo
    Morris Capital Group, Inc. Oct 2022 - Present
    Alpharetta, Ga, Us
    Portfolio Companies:Navigator Holdings, Inc.NC Operation Acquisition Co.
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  • Lingo Communications
    Chief Financial Officer
    Lingo Communications Sep 2018 - Sep 2022
    Southfield, Mi, Us
    Recruited by PE firm to lead all accounting and finance activities for $250M Telecommunications company. Provide strategic leadership as member of the Executive Team. Direct reporting (fourteen separate entities), contracts, legal, tax, and M&A. •Secured funding and closed three acquisitions totaling $200M. •Led integration efforts post-close and streamlined operations. •Recognized $13M of Synergies in first year. •Achieved tax compliance by cleaning up prior years’ filings, while reducing penalties. •Negotiated, closed and managed $10M ABL revolver.
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  • Calero Software
    Vice President Finance
    Calero Software Aug 2015 - Sep 2018
    Partnered with same CFO and PE firm as below to assemble/roll-up this $50M Software (SaaS) company. Responsible for all accounting, mergers and acquisitions, treasury and banking functions. Implemented Netsuite ERP and ASC 606. •Created financial statements from merger of 3 companies with missing transactions. •Achieved no audit findings in last 2 years. •Managed $400M spend transactions with Bill Pay product. •Performed due diligence and integration of 3 international (Europe) acquisitions. •Achieved successful sale of company to new private equity firm.
  • Mycom
    Vice President Of Finance
    Mycom Aug 2013 - Aug 2015
    Assisted with restructuring this $125M PE owned Telecom company. Responsibilities included financial reporting, corporate tax preparation, quarterly sales tax returns, payroll, A/R, A/P, annual budget preparation, 401(k) management, external audit coordination, and all treasury and banking functions. Implemented Netsuite ERP. • Reduced audit findings from 4 pages to zero in one year.• Accelerated global monthly close by three weeks. • Initiated Asset Based Lending Facility to increase working capital.• Brought company compliant with Tax, License and Regulatory filings.
  • Navigator Holdings
    Chief Financial Officer
    Navigator Holdings Nov 2008 - Aug 2013
    Responsible for the integrity of financial information and systems for this Private Equity backed $100M Financial Services company. Centralized accounting department, including writing new policy & procedures. Implemented cash forecasting process. Duties include financial planning and analysis, treasury, insurance, HR, payroll and benefits. external audit and business metrics.• Improved cash flow from negative to over $20M annually.• Implemented companywide Lockbox process with Bank of America which increased working capital by $3M.
  • M5 Systems
    Executive Vice President And Chief Financial Officer
    M5 Systems Dec 2005 - Oct 2008
    Responsible for the Finance and Accounting, Legal, HR and IT functions of a fast growing software development company. Guided company from start-up to 3 consecutive years of record profits. Negotiated and managed partnerships with AT&T, Google, and Looksmart. •Successfully closed on new credit facilities with leading financial institutions. •Negotiated and reviewed contracts related to vendors and strategic partners.•Assessed, proposed and implemented accounting policies & procedures, and improved processes to ensure best practices.
  • Kmc Telecom, Inc.
    Controller
    Kmc Telecom, Inc. Mar 2000 - Dec 2005
    Us
    Responsible for the Finance and Accounting activities of a $600 million telecommunications company. Directed monthly close process, budgeting, financial planning and analysis, and M&A.•Effectively managed financial activities during company’s rapid growth from revenue of $70 million to $600 million.• Created and monitored Sales Commissions and Bonus plans.
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  • Bellsouth Corporation
    Assistant Controller
    Bellsouth Corporation Mar 1996 - Mar 2000
    Had responsibility for the monthly close process, cash management, accounts receivable,inventory, and fixed assets in a multi-location environment for the wireless business.Focused on monitoring and implementing internal controls to ensure effectiveness and compliance. Responsible for development and implementation of corporate strategies and policy. •Coordinated the annual budget and strategic planning processes. •Coordinated transition of a cellular company’s accounting functions from a decentralized to a centralized environment.•Provided due diligence and negotiations related to acquisitions from target through transition.•Successful in the implementation of new JD Edwards financial system and new Point of Sale system
  • Alltel Wireless
    Manager
    Alltel Wireless Feb 1991 - Mar 1996
    Basking Ridge, Nj, Us
    Responsible for the finance and accounting functions of a $50 million telecommunications company. Managed financial statement preparation, fixed assets, credit and collections, and accounts payable, and inventory
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Bill Morris, Cpa Skills

Corporate Finance Mergers Financial Reporting Financial Analysis Mergers And Acquisitions Financial Modeling Private Equity Due Diligence Internal Controls Accounting Auditing Strategic Financial Planning Cash Management Financial Accounting Start Ups Analysis Budgets Accounts Receivable Cash Flow Accounts Payable Equities Credit Sec Filings Revenue Recognition Gaap Strategic Planning Erp Leadership Contract Negotiation Cash Flow Forecasting Working Capital Management Financial Statements Valuation Restructuring Acquisition Integration External Audit Financial Forecasting Cpa Ipo Sarbanes Oxley Act Investor Relations Financial Structuring Project Management Forecasting Finance Cost Accounting

Bill Morris, Cpa Education Details

  • Northwestern University - Kellogg School Of Management
    Northwestern University - Kellogg School Of Management
  • University Of Arkansas
    University Of Arkansas
    Accounting And Finance

Frequently Asked Questions about Bill Morris, Cpa

What company does Bill Morris, Cpa work for?

Bill Morris, Cpa works for Morris Capital Group, Inc.

What is Bill Morris, Cpa's role at the current company?

Bill Morris, Cpa's current role is Founder/CEO at Morris Capital Group.

What is Bill Morris, Cpa's email address?

Bill Morris, Cpa's email address is bi****@****ngo.com

What schools did Bill Morris, Cpa attend?

Bill Morris, Cpa attended Northwestern University - Kellogg School Of Management, University Of Arkansas.

What skills is Bill Morris, Cpa known for?

Bill Morris, Cpa has skills like Corporate Finance, Mergers, Financial Reporting, Financial Analysis, Mergers And Acquisitions, Financial Modeling, Private Equity, Due Diligence, Internal Controls, Accounting, Auditing, Strategic Financial Planning.

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