Dave Morlan Email & Phone Number

Columbus, Oh, Us

Brentwood, Tennessee, Us

Rolling Meadows, Il, Us

Chicago, Illinois, Us

Columbus, Ohio, Us

• Oversight of the Global Audit team for Card Services Line of Business. • Conducts annual/quarterly risk assessments and develops a risk-based six quarter audit plan providing coverage of regulatory, business and IT risks for bank and servicer operations. • Develops and participates in quarterly bank Audit Committee meeting presentations, providing recent audit results, risk analysis, and status of issue remediation and audit plan execution and changes.• Interface with executive management, boards, and external assurance and regulators.• Non-voting member of bank enterprise risk management committees.

Columbus, Ohio, Us

• Provided support to the business function management to ensure risks properly managed across the banks and operations.• Managed risk training, self-assessment and reporting processes. • Monitored external trends and factors that may have significant impact to the banks. • Provided support to the business function management for vendor due diligence, oversight, performance, and general vendor management guidance. Governed adherence to the vendor due diligence process. • Governed management's risk related activities including: risk committee meetings, risk program training, risk reporting, risk identification and assessment, escalation of risk events, and overall adherence to the ERM Policies and Procedures. • Assisted management in the identification of risks and quantifying the impact and likelihood of a risk event occurrence.

Cincinnati, Ohio, Us

• Initiating and developing new clients in the Columbus market across all industry segments.• Developing sales strategies for increasing target market sales and manage the execution of these strategies.• Developing and cultivating a network of C-level relationships in targeted firms and centers of influence in support of personal production goals.• Providing project leadership on specific, appropriate growth initiatives organized by sales leadership in the assigned territory, including recruiting, training, industry, product/service development, acquisitions, etc. • Perpetuating Ascendum’s professional image in the Columbus market, including organizing and driving public relations, sponsorships, and corporate citizenship.

• Assisted clients in establishing and/or reengineering their internal audit function, control self-assessment and ERM processes. • Established processes, such as risk assessment and annual audit planning processes that are consistent and repeatable; and part of the on-going business processes within the company’s culture. • Developed programs to incorporate Sarbanes-Oxley (SOX) and Fraud Risk Assessment efforts. • Provided consultative services to large international and domestic clients by assisting them with measuring and managing business risk and control.• Managed audit teams performance and served as a mentor and coach.

New York, Ny, Us

• Initiated and developed new clients for Marsh USA for Marsh Risk Consulting and Mercer Human Resource Consulting across all market segments.• Developed and managed sales strategies for increasing target markets.• Developed and cultivated a network of C-level relationships in targeted organizations. • Ensured timeframes and deliverables were met in the sales process, and that post-sales teams provided quality service to all assigned clients.• Provided project leadership on specific growth initiatives to include recruiting, training, product/service development, acquisitions, etc. • Supported sales efforts by providing timely and accurate prospect data in order to track and monitor activities for management reporting and sales forecasts.• Leadership role in perpetuating Marsh’s professional image to include organizing and driving public relations, sponsorships, and corporate citizenship.

• Partnered with clients to start and/or reengineer their audit function; control self-assessment process, and/or ERM function.• Provided consultative services to large multinational and domestic clients by assisting them with measuring and managing business risk and control to improve existing operations.• Supervised audit team performance during the review of client operations, including engagements where the client utilized SAP, PeopleSoft and JD Edwards. Assisted with redesigning the Columbus Co-sourcing Group’s review process for the SAP environment.• Initiated and developed new clients for Deloitte across all market segments. • Developed sales and business development strategies for increasing target market sales and managed the execution of these strategies.

• Planned, executed and managed financial and operational audits of the company’s global production facilities. Reported issues to senior management and audit committee.• Advised management on alternative strategies to improve existing operations.• Performed special projects/analysis for Borden senior management.• Assisted in development of Italian Foods’ five-year strategic plan.• Provided business planning and analysis support to business units.• Provided financial support to assigned businesses (i.e. Marketing/Advertising) and ensured decision-making was aligned with business strategies.

• Implemented audit plans of companies ranging from fortune 100 to Not-For-Profit.• Prepared statements for clients in accordance with GAAP.• Documented client accounting systems and controls.• Identified accounting control weaknesses and management efficiency opportunities.• Performed various financial statement analysis/ratios for various clients.• Assisted in the development of proposals designed to attract new clients.• Participated in recruitment of new staff on college campuses.• Concentration included the following industries: Financial/Banking, Manufacturing, Retail, Hospitality, Publishing, Governmental, and Real Estate (HUD).

Riverwoods, Il, Us

• Managed internal audits of all center-wide operations.• Developed policies and procedures influential in implementation of audit department.• Analyzed, documented and established internal controls. • Ensured conformance to financial policies; compliance to state and federal agencies.• Conformance requirements: cost of non-conformance, recommendations and implementation schedules.