Dan Morgan Email & Phone Number

Scotts Valley, Ca, Us

New York, Us

Training for a 2-mile swim and becoming a Divemaster and Scuba instructor.

San Francisco, California, Us

San Francisco, California, Us

Burkland enables founders and CEOs to accelerate their dreams. We do this by helping them understand the strategic implications of their financial metrics, so they can take smarter actions to expedite their path to success.

San Jose, Ca, Us

Early Growth is an outsourced financial services firm that provides early-stage companies with the exact level of day-to-day accounting, strategic finance, CFO services, tax, and valuation support that they need to focus on their core business. Our mission at EGFS is to provide a completely integrated financial solution for small to mid-sized businesses.

San Diego, Ca, Us

Consulting CFO

Moffett Field, Ca, Us

San Francisco, California, Us

San Francisco Bay Area, Ca, Us

➤ I provide CFO and Controller services for consumer, startup, and SaaS based business. ➤ Most recently, I partnered with the CEO of a private SaaS based company on various projects:We successfully raised a C round from Silicon Valley VC’s and debt restructure. The company grew and by design was acquired. I designed the strategic planning restructuring and implemented an Adaptive Planning financial system so that planning resources could run autonomously with 30% less headcount With the executive team, we initiated metrics reporting and provided monthly financials statements with 90% accuracy on a regular basis. This provided credibility with the BOD Along with the CEO, we presented the financial reports to the BOD

San Carlos, Ca, Us

San Jose, California, Us

The illumeo provides on-demand courses for all members of the Office of the CFO. All courses qualify for CPE/CPD credits on completion by the subscriber. The courses are catalogued within a robust learning platform where subscribers can track and manage their professional development and certifications.In this role, I'm looking to identify and recruit like minded financial professionals who are interested in creating one hour courses in finance and accounting topics. Are you looking for a way to earn a passive income stream, share your expertise, and build your professional profile? If you think you've got what it takes, contact me and let's talk!

Mountain View, California, Us

Lytro is a groundbreaking VR technology and consumer electronics company. It was funded by Andreessen Horowitz, New Enterprise Associates, and North Bridge Venture Partners.➤ I supervised all financial and accounting operations, compliance, audit, treasury, banking, tax, risk management, and reporting, as well as, strategic and financial planning➤ While collaborating with the executive team, I forecasted yearly financial statements and achieved 95% accuracy of quarterly targets ➤ I drove the financial close productivity from 15 days to 10 and reduced my accounting team by 33%, which ensured a timely and accurate financial planning and review process ➤ My team closed the financial statements and completed a two-year audit with no deficiencies or significant adjustments ➤ Along with the executive team, we provided forecasts with significant due diligence, which enabled us to raise $100M+ from top tier VC, Angles, corporate financing, and venture debt➤ With a cross-functional team, we established 10 distribution channels and three new entities in EMEA and APAC, this increased our global sales by 3x and enhanced our revenue recognition policy ➤ After reviewing our supply chain ecosystem, I initiated new and innovative OEM purchase agreements with suppliers, which simplified the complex BOM and manufacturing process and saved significant in cash flow annually ➤ My responsibilities included quarterly financial updates to the BOD and the executive team

Lumileds is a division of a Phillips, which is a Fortune 500 publicly held company. This division is a leader in LED solutions for new and old technologies, which includes smartphones and automotive industries. ➤ My responsibilities included all financial systems, reporting, controls, general ledger, and accounting policies➤ I oversaw the restructuring of the finance team and ultimately enhanced forecast accuracy, increased productivity by 40%, and reduced costs ➤ While reviewing sales productivity, I found an opportunity to implement worldwide cross-functional collaboration, this new go-to-market strategy increased global sales by 2x ➤ Partnered with outside auditors to transform our revenue recognition process and reduce the overall sales risk, which removed $20M of a potential channel revenue restatement and increased forecast accuracy ➤ The CFO appointed me to spearhead the ERP implementation from JD Edwards to SAP, we finished the project on time and on budget while providing an upgrade to the current system environment

Force10 Networks was a top tier VC backed networking startup, that was successfully sold to Dell. ➤ I was hired to integrate systems and build the planning process for the combined merger➤ My responsibilities included overseeing financial and strategic planning, risk management, financial systems, treasury, investor relations, and sales operations➤ As the functional leaders for the ERP integration, I enabled cross collaboration and designed synergies ➤ While redesigning the planning and reporting processes, I led quarterly calls, provided accurate forecasting results, and gained BOD approval for the annual plan, which was completed on time and on budget ➤ Achieved cross-functional collaboration with the executive team and lowered excess inventory risk by implementing a sales and operational planning process with the CEO, COO, and CFO ➤ Consistently provided complete financial details that addressed all inquires for the BOD meetings ➤ Appointed by the executive team to provide due diligence, as well as, oversee the integration processes for our pending sale to Dell➤ I built a financial model and provided due diligence for three successful debt rounds

Chandler, Arizona, Us

Global Finance Controller for Strategic Planning and Mergers and Acquistions, responsible for the finance process, including financial models, due diligence and the complete integration of the target company. Cross functional owner designed to increase synergies and alignment for finance, business development and the business units.

Chandler, Arizona, Us

JDSU was a leading broadband test, measurement, and optical products Fortune 500 company that achieved a successful turnaround. ➤ As the M&A leader for financial operations, I oversaw multiple transactions across all divisions and was responsible for financial models, due diligence, and integration, I also directed the oversight of the strategic programs➤ I designed and implemented a finance M&A playbook that shortened the integration completion by 30% and increased forecasting saving accuracy by 40%+➤ While directing three integrations valued at $250M+, we achieved forecasted savings and closed transactions on time and on budget ➤ Identified and captured significant savings by streamlining the planning and margin improvement process➤ I spearheaded the negotiated sale of our product production plant which significantly decreased the operations spend

Chandler, Arizona, Us

As the finance global operations leader, I owned all Gross Margin related P&L and Balance Sheet accounts and was responsible for related close, forecasting, external audit, SEC, and Sarbanes Oxley management ➤ My responsibilities included redesigning the finance organization, which increased forecast accuracy and decreased our spending ➤ The external auditors identified control weaknesses and I was hired to resolve the issues, my team and I corrected the majority of the problems in 90 days and the remainder within the year➤ Provided cross-collaboration leadership by designing and implementing a new operations planning process that significantly reduced global costs ➤ By hiring and developing a world-class team of 50+ finance professionals, we enabled the company to revamp the global reporting and close processes

San Jose, Ca, Us

Recruited by former manager as the Senior Financial Analyst and during tenure, ultimately became the Director of Finance while the company grew from $0.8B to $28B+; responsibilities included managing global teams >60 that implemented SOX compliance for supply chain, led BU integrations, and ran finance P&L for professional services.

Ba, Accounting

Mba, Business