Ivan Morse Email & Phone Number

Pleasanton, Ca, Us

Changing the way the world builds.

Oakland, California, Us

San Ramon, Ca, Us

Pleasanton, Ca, Us

-Improved financial forecasting, including short term and long term analysis. Created short term cash flow forecast for improved visibility. Successfully forewarned dangerous cash positions to navigate around. -Managed successful first year Big 4 audit for Company which included creation of internal controls, updating financial records to proper GAAP accounting, and team training and preparation.-Created and maintains financial package using formula driven automated reports which provides real-time data for significantly reduced month close process, more efficient reviews, and more timely BOD reports. -Reduced month close process from 15 business days down to 4-5 business days. -Managed payroll system transition from ADP to Paylocity – including obtaining bids, observing demos, and facilitating data transition while concurrently cleaning up current payroll G/L accounts and training new staff to use new system.-Works closely with CFO and provides guidance on industry specific terms and processes.

Westlake, Texas, Us

-Supervised over $200M in gross fixed assets from plan to requisition to G/L providing management analysis and external audit support. Improved capital expenditure request system. -Managed external reporting software, Hyperion Financial Management (HFM), including system upgrade from 11.1.1.2 to 11.1.2.3 (from plan to implementation), consolidations, and creating new reports.-Financial Systems Group lead and managed nightly transaction of over 30 separate locations to ensure proper Trial Balance tie out, including investigation and resolution. -Was Subject Matter Expert (SME) during new General Ledger Upgrade from Legacy System AS400 to new modern SAP package.-Re-designed lease process which involved obtaining sufficient audit evidence for external auditors, drafting an internal control process narrative, and training on appropriate lease accounting.-Hand-picked to be Master of Ceremony at annual Controllers’ Conference with high praise received from those in attendance, including CFO.

Pleasanton, California, Us

-Led successful IPO. -Managed all aspects of revenue from reporting to management to audit support.-Created/Maintained financial credit check process that allowed company to sell on terms.-Managed accounts receivable and prepared weekly analysis for management.-Drafted SOX control cycles, including creating key controls, for revenue to cash process narrative.-Established and administered company expense reimbursement program and policy.-Integral in establishing Int’l subsidiary with regard to monthly consolidation for financial reporting.

Worldwide, Oo

-Experience with a wide range of accounting specific knowledge, including (but not limited to) SOP 97-2, FAS 123R, FAS 13, FAS 144, and SOX requirements.-Reviewed and prepared GAAP financial statements for a wide-variety of companies: pre-IPO to multi-billion dollar corporations.-Knowledge of specific industries including: Utilities, CleanTech, Health Care, Software, Consumer Business, Real Estate, and Not-for-Profit.-Lead senior for teams as large as 6. Effectively answered questions and provided experience while making sure that overall goals are being achieved.

B.S. & B.A., Accounting & Psychology

Psychology