David Morris Email & Phone Number

Mattituck, New York, United States

Appointed as the controller for a robust portfolio encompassing a wine production facility, two tasting rooms, four wine brands across four packaging formats, and a vineyard. Revolutionized Profit & Loss reporting by SKU and Class, optimizing net profit tracking across departments and ensuring flawless compliance with Federal and State Wine premium.

Brooklyn, NY

• Accounting and financial consulting service for small businesses
• Analyzed client data to maximize business potential
• Provided consultation and implementation of proper accounting systems and best practices
• Provided financial education to business owners and accounting staff
• Conducted POS systems review and analysis of inventory balances and purchasing
• Created variable scenario projections to provide foundation for client’s business growth decisions

Brooklyn, NY

• I co-owned and operated Lion in the Sun, a custom printing and gift retail store with over $5M in annual revenue
• Developed, launched and oversaw Private Label collection of online custom invitation business to compliment the in-store sales including overseeing web developer’s creation of custom website and full time graphic.
• Redesigned, rebuilt and maintained both business websites
• Implemented, maintained LightSpeed POS system and analyzed data to optimize merchandise buying
• Handled all aspects of accounting and financial analysis
• Hired and managed retail sales, accounting and design staff

Greater New York City Area

• Supervise all financial aspects of 200 building management accounts.
• Oversee accounting department staff of 40: accounts payable, accounts receivable and financial analysts.
• Manage portfolio of company’s top building corporations and act as company’s financial representative at board meetings.
• Prepare annual budgets, monthly financial reports, projections, maintain general ledgers, oversee daily investment activity and work with outside services such as certiorari attorneys, bank officers and auditors for 15.
• Hire and train new staff, facilitate monthly departmental meetings and conduct staff reviews.
• Work with new business development team in acquiring new clients.

NYC

• Consultant, Finance and Accounting Division
• NBA – Designed and wrote comprehensive Sales Revenue Policy and Procedures Manual for the NBA’s Development League. Responsible for all aspects of project from planning through delivery including researching.
• Fiduciary Trust Company International – Developed and implemented systems for document recovery project that included extensive use of Excel, Word and Access database building and management. Designed Statistical.
• Citibank Check Processing Facility - Cleared reconciling items with Federal Reserve Bank account. Specifically requested for research work in the Investigations Unit, recovered over $4 million in claims due from other.
• ITOCHU International – Acting Financial Reporting Manager. Prepared quarterly Consolidated Financial Statements analyzing P&L and B/S accounts for Japan headquarters and monthly reports with detailed investment.
• TMP Worldwide, Inc. – Prepared budget top consolidation and assisted in preparing documentation and analysis of TMP’s merger and integration costs.

Greater New York City Area

• Supervised accounting department for real estate company that developed, owned and managed residential and commercial properties.
• Responsible for G/L, payroll, year-end audit workpaper preparation and audit oversight, and supervised A/P, billings and collections.
• Prepared cash flows, budgets, projections, financial statements, and reports for government authorities including Real Estate Tax Certiorari statements and Chapter 11 filings.
• Filed returns for Sales and Use Tax, Commercial Rent Tax, quarterly Payroll Taxes, and Gains Tax (including all final audit work).
• Responsible for purchasing and implementing new software packages and determining necessary hardware upgrades for in-house computer network.
• Converted payroll processing from an outside vendor to an in-house system.