Diane Morris Email & Phone Number

Portland, Maine Metropolitan Area

If you are ever seeking business advise you can request a,meeting with me through my profile on AdvisoryCloud at https://www.advisorycloud.com/profile/Diane-Morris.

Dover, New Hampshire

Portland, Maine Area

• Provide strategic leadership of the financial and administrative development of the company
• Direct and oversee the month end close functions off the company by preparing and reviewing journal entries and performing and reviewing quarterly balance sheet reconciliations.
• Prepare and maintain annual budgets and perform analysis of budget/forecast variances and trends
• Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting
• Monitor financial covenants of in debt agreements, prepare quarterly compliance reports, and maintain current lender relationships
• Assist with daily cash activities and capital distributions

Kennebunk, Maine

• Financial
• Preparation of Yearly Budget Template by Departments with supporting statements and trends
• Timely Financial Reporting for Month end vs Budget with projections
• Facilitate meetings across departments for continued process improvements and implementations to improve costs, reduce loss, and increase accuracy and efficiencies
• Implement policies and procedures for efficient and accurate monthly and yearly close procedures
• Lead the annual audit process with accounting firm, banks, and insurance companies as needed

Haverhill, MA

• Assist in setup and implementation of new ERP (Microsoft Dynamics NAV) system with focus on costings, production order processes and controls
• Continue working with ERP software provider for enhancements, recommendations and trainings
• Reconciliation of inventories, cycle counts and variance research
• Facilitate meetings across departments for continued process improvements and implementations to improve costs, reduce loss, and increase accuracy and efficiencies
• Implement policies and procedures for efficient and accurate monthly and yearly close procedures
• Write and Execute SOP’s for policies and procedures as needed

York, ME

• Review processes and procedures of other departments to suggest and implement improvements to improve efficiencies.
• Analyze, prepare and process standard costing changes
• Provide variance analysis–includes those related to purchase pricing, budgets, and ad hoc research
• Active contributing member to the Continual Process Improvement team for procedures and efficiencies, including training for new processes with multiple departments.
• Work closely with Information Systems and IT department, including Project Management and implementations of software’s (Main system: Microsoft Dynamics NAV), was a Super User for Implementations and Trainings
• Oversaw Finance Department in all aspects of the company’s accounting functions

Mba, Leadership

Bachelor'S, Accounting

Associates, Accounting