Brandon Morales Email & Phone Number

Orange, CA, US

Irvine, California, United States

• Oversee the preparation and distribution of financial statements (balance sheets, income statements, cash flow statements).
• Ensure financial reports are accurate and comply with regulations (GAAP or IFRS).
• Present financial reports to senior management and the board.
• Monitor budget performance, identifying areas of over/underperformance.
• Design and implement internal financial controls to safeguard company assets.
• Ensure compliance with policies, regulations, and accounting standards.

Irvine, California, United States

• Conduct thorough market research to analyze data on market conditions, customer preferences, and potential business growth areas.
• Develop and implement comprehensive business strategies that align with the company’s objectives.
• Collaborate with senior management to set long-term goals and define the strategic direction of the organization.
• Identify new business opportunities and partnerships that can enhance the company's market position.
• Explore avenues for expansion, including mergers, acquisitions, and joint ventures.
• Analyze financial performance, forecast future financial outcomes, and prepare budgets.

Orange County, California Area

• KEY ACCOMPLISHMENTS:
• Designed entire business plan to start Secure Hauling, securing investments totaling $1.5M
• Oversaw HR and operations for a team of 19 employees and managed 4 finance/accounting personnel for 3 years
• In charge of sales and ran operations for 6 years
• Analyzed M&A opportunities for viability to present information to investors
• Completed monthly investment financial files to report business viability and reported any red flags

Brea, California, United States

• KEY ACCOMPLISHMENTS:
• Created valuation file to assess ROI for all insurance policies to determine profitability of policies
• Utilized sales tracker file developed from scratch to assist all sales channels daily to help them see how results are tracking to their forecasted goals relative to historical patterns
• Developed in depth knowledge into data systems in order to assist Nationwide understand financial results being reported through itJOB DUTIES:
• Completed Month End close files and compiled departmental roll up results
• Participated in annual audits as FP&A liaison with KPMG

Huntington Beach, California, United States

• KEY ACCOMPLISHMENT:
• Re-designed payout tracking model to better forecast payouts to golfers and potential winnings and revenue associated with advertisingJOB DUTIES:
• Created data analysis worksheet for monthly and quarterly budgets for 27 departments totaling 150 million dollars in revenue and meeting with all department heads to discuss financial figures
• Used multiple excel formulas and pivot tables in order to analyze inventory management, freight analysis, and OP figures
• Compiled all necessary check request forms in order to ensure that contracts are paid on time and created spreadsheets to verify payments had been made

Santa Ana, California, United States

• KEY ACCOMPLISHMENTS:
• Turned base from 36 months of negative profitability into 43 months of continual profitability one month after starting by developing forecasting models that provided better insight into business operations
• Provided scheduling supervisors with better insight into overlaps to cut down on Overtime hoursJOB DUTIES:
• Compiled all weekly forecasts, month end close paperwork, quarterly projections, and semi-annual estimates from two bases for company Regional Controller and CFO
• Created entire budget for Santa Ana and Ontario bases consisting of fifteen departments with 86-line items for each department from 2009 - 2012 and presented it for management approval
• Remotely handled all FP&A processes for annual revenues of 50 million dollars out of both Ontario and Santa Ana bases

Bachelor Of Science - Bs, Finance

Activities and Societies: Dean's List

Associate'S Degree, General Studies

Activities and Societies: Dean's List