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Experienced Controller with a demonstrated history of working in the accounting/finance industry. Strong accounting professional skilled in Cash Flow, Internal/External Audit, BOD and Investor Communications, Internal Controls, and System Implementation.
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Chief Financial OfficerConxtech Jul 2024 - PresentPleasanton, Ca, UsChanging the way the world builds. -
Financial ControllerParamount Export Company Jun 2023 - Jul 2024Oakland, California, Us -
Financial ControllerThe Surplus Line Association Of California Dec 2019 - Apr 2023San Ramon, Ca, Us -
Controller, Secretary, TreasurerConxtech, Inc. Aug 2014 - Dec 2019Pleasanton, 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.
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Senior AccountantCore-Mark International Nov 2012 - Aug 2014Westlake, 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. -
AccountantZeltiq Aesthetics, Inc. Mar 2011 - Nov 2012Pleasanton, 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. -
Experienced Senior AuditorDeloitte & Touche Sep 2007 - Mar 2011Worldwide, 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.
Ivan Morse Skills
Ivan Morse Education Details
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Cal State East Bay- College Of Business & EconomicsAccounting & Psychology -
Rutgers UniversityPsychology
Frequently Asked Questions about Ivan Morse
What company does Ivan Morse work for?
Ivan Morse works for Conxtech
What is Ivan Morse's role at the current company?
Ivan Morse's current role is Chief Financial Officer.
What is Ivan Morse's email address?
Ivan Morse's email address is im****@****tte.com
What is Ivan Morse's direct phone number?
Ivan Morse's direct phone number is +151026*****
What schools did Ivan Morse attend?
Ivan Morse attended Cal State East Bay- College Of Business & Economics, Rutgers University.
What skills is Ivan Morse known for?
Ivan Morse has skills like Financial Accounting, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Sarbanes Oxley Act, Microsoft Excel, Gaap, Revenue Recognition, Auditing, General Ledger, Sec Filings.
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