Frances Morrison Email & Phone Number

Walpole, Massachusetts, United States

Walpole, Massachusetts, United States

Walpole, Massachusetts

Waltham, Ma

As the sole accounting professional, manage all aspects of accounting, finance, and human resources for this small start-up company offering educational software and services. Review customer contracts for billing and revenue recognition points and maintain deferred revenue schedules to ensure adherence to policy and GAAP. Manage development of a project tracking system including time trackers, project costing, and reporting vs. budgeted costs. Work closely with CEO on critical cash flow management and P & L forecasting, based on pipeline of executed and potential contracts. Numerous projects and ad hoc reporting as requested.

Shrewsbury, Ma

Coordinate and manage all accounting, finance, insurance and banking activity and benefit administration for this small, fast paced manufacturer of natural supplements for bone and joint health. Perform all monthly, quarterly and annual financial reporting. Prepare all reconciliations and supporting schedules and tax work papers for CPA. Work closely with CEO providing input and guidance on all pertinent business issues including budgeting, cash flow management and forecasting, sales and marketing strategy, inventory management and cost of goods sold, vendor relations and operating expense management. Identify areas for savings opportunities and process improvements and implement changes. Provide guidance and support to team members.

Remote

As a financial services provider manage all accounting operations and reporting for multiple clients including vendor and accounts payable management, billing and account receivable management, payroll administration, monthly closings, financial statement preparation and management reporting. Set-up processes, procedures and controls for clients to ensure books are “audit ready” according to agreed upon schedule. Make recommendations to clients for streamlining operations and implement changes. Work closely with clients to establish timing and budgeting needs and manage workload to meet these requirements.

Interim position as client company’s sole accounting professional. Manage all daily accounting activity including Accounts Receivable, Accounts Payable and financial reporting using Quickbooks software and spreadsheet analysis. Coordinate payroll processing with outside provider. Prepare management reports for investors and senior management and assist CEO with cash flow planning and forecasting.

Managed and coordinated all aspects of the accounting and financial planning functions for a manufacturer of notebook computer peripherals. Collaborated with senior management to compile annual financial plan using extensive spreadsheet modeling, analysis, and cash flow forecasting. Established monthly reporting package, including extensive sales reports and financial analysis. Fulfilled human resources responsibilities; resolved recruiting, employee, and benefit administration issues. Improved benefits and decreased both company and employee costs up to 45% by evaluating various health and life insurance plans and implementing changes.Streamlined operations and improved overall processes and controls by establishing policies and procedures for all accounting functions, sales administration, and purchasing.Served as Project Team Leader for implementation of integrated MRP, accounting computer system.

Reported directly to CFO and managed a staff of eight. Oversaw all accounting operations, financial reporting, purchasing, and benefits administration for a computer software company specializing in software development, sales, and services. Performed monthly analysis; produced extensive financial reporting package and presented to senior management. Collaborated with management regarding key business and accounting issues, revenue recognition, cost management, and compensation plan. Developed annual business plan and provided strategic financial planning, quarterly forecasts, cash management, and finance issues. Compiled quarterly and annual tax provisions; interacted with external auditors in coordination of both domestic and international annual audits.Worked closely with the vice president of worldwide sales to define and establish sales compensation plans for new product line with various sales channels.Achieved both domestic and international audit sign-off within 14 working days of fiscal year end for three consecutive years.Solicited and evaluated proposals from various Big 6 accounting firms and formulated recommendation for change to the Board of Directors for approval. Identified discrepancies and ensured accuracy of all reporting and adherence to all GAAP requirements.

Managed departmental evaluation, selection, and implementation of client-server based accounting system. Coordinated merge of all accounting operations associated with the acquisition of a $5 million software company. Streamlined processes and paperwork; eliminated redundant efforts within the Payroll Department by assuming responsibility for the benefits administration.

Redefined international reporting package and all financial statement translation procedures. Established revenue tracking and reporting practices for all time, materials, and percentage completion contracts.Increased coverage and encouraged employee development by initiating cross-training effort within the Accounting Department.