Jonathan Morse Email & Phone Number

Laura, Oh, Us

Apeldoorn, Gelderland , Nl

Columbus, Ohio, Us

Management and oversight of financial reporting process and financial decision making, benchmarking, operational and financial analysis, risk management, oversight of retirement plan and Employee Stock Ownership Plan (ESOP), relationship management for banking, external audit, retirement, tax, HUD and traditional financing compliance, budget and business planning, contract negotiation, staff management, training and development, cash flow analysis and forecasting. Improved month end close by shortening close day cycle significantly, improved accounting accuracy and results, improved audit reporting timing by months in the first year, redesigned, trained and improved accounting team to a professional accounting 'organization'. Managed Accounting, Treasury, AP, Payroll, Risk Management, and FP&A.

West Chester, Ohio, Us

Management and oversight of financial reporting process and financial decision making, benchmarking, operational and financial analysis, oversight of retirement plan, relationship management for banking, external audit, retirement, tax planning, HUD financing compliance, budget and business planning, contract negotiation, staff management, training and development, cash flow analysis and forecasting.

Bluffton, Oh, Us

Management of Finance Department personnel, management of Financial Reporting process and Budget Process, creation of policies and procedures, development of new reporting tools, statements and software packages, financial analysis, expense management, long term business planning, management of employee benefit programs, management of cash and investments and banking relationships, management of annual audits and development and growth of the business as a whole.

Findlay, Oh, Us

Responsible for management of the accounting department along with participation in operating and management decisions working directly with the CEO and CFO in development of budgets and planning, organizational design, procedure improvement and organizational efficiency improvement. In the Controller role, directly responsible for management of the Financial and Accounting functions of the company including month end financial close and financial reporting, budget and business planning functions, accounts payable, taxes, acquisition analysis and general business improvements. Addition of Corporate Controller role brought management of international accounting department staff.

Bluffton, Oh, Us

Serving as an adjunct professor of accounting teaching a course called Management Control Systems. This is a course teaching accounting systems and theory to adult students returning to college to complete their bachelors degree. I also wrote the curriculum used for the course.

Ottawa, Ohio, Us

Served as a staff CPA for this local accounting firm specializing in tax services, management consulting, accounting assistance, personal financial planning, auditing, computer consulting, bookkeeping services, financial services, business valuations and more. Personally focused on individual, corporate & partnership tax return preparation, tax planning, competitive analysis, financial statement analysis & preparation and 401(k) audits.

Toledo, Ohio, Us

Responsible for budgeting of skilled nursing and assisted/independent living facilities, Medicare/Medicaid cost reporting & reimbursement analysis, statement preparation, profitability analysis, audit preparation, AR aging analysis. Addition of Financial Analyst role brought analysis and budgeting of potential acquisitions, supervision and review of all facility budgets, coordination of Medicare/Medicaid cost report preparation, profitability analysis, training of accounting personnel, policy & procedure development, creation of analytical tools for staff, financial statement preparation and review, facility performance analysis, covenant compliance reporting for corporate financing.

Findlay, Oh, Us

Responsible for general ledger analysis, fixed asset accounting, bank reconciliations, audit schedule preparation and accounts payable processing. Promoted to the role of Assistant Controller for the Export Division to assist in the cleaning up the area as the books were undisciplined and unorganized. Assigned with the analysis and collection of outstanding accounts receivable aging issues along with general accounting procedure improvement.