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Performance-focused CPA with a proven background driving large-scale finance, accounting, and business operations initiatives for high-profile Source One Distributors, Inc., International Pharmaceutical Development, PharmaTech Solutions, Inc., Lab U.S., and PPDI employers.Demonstrates success within high-volume operations to identify and implement profit-generating process improvements to boost results while developing cost-reducing efforts to maximize the bottom line.Offers broad experience in accounting system design, data mining, planning, modeling, regulatory compliance, and project management.Exhibits skill at developing financial / operational productivity enhancements, performance improvement strategies, and synergistic team building initiatives.Knowledgeable with FAR, ITAR, FCPA, and GAAP.***Career Highlights***• Led pricing and current costing for 380,000+ products from 2,400+ vendors as CFO of Source One Distributors, Inc., and led growth revenue exceeding 200% to $128+ million with zero increase in employees.• Established a $20-million financing facility to support rapid growth and attain $1.3 million in early pay vendor discounts.• Developed pricing models for DLA Specialized Operational Equipment TLS solicitations; key award details upon request.• Reduced turnaround 75% as Co-Founder / CFO of PharmaTech by developing a project bidding template, and streamlined processing by 40% by creating new time and expense reporting templates.• Grew company from zero to 160 employees with revenues of $13+ million within a competitive market.• Raised $10+ million in equity / debt as Co-Founder / CFO of Lab U.S., and established European operations.• Served as contract manager for a $15+ million NIH clinical research trial as Controller for PPDI, including handling project cost analysis and review for monthly billing and reporting and calculating and defending all billings and overhead / burden rates to the HHS PM.
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Financial ControllerBroadwing Capital Sep 2022 - PresentDallas, Texas, United StatesResponsible for accounting and HR functions for Dallas-based private equity firm that partners with management teams to build manufacturing and services companies -
Financial ControllerBarrow Builders Group Jul 2016 - Nov 2022Dallas, Texas, United StatesManaged all accounting, project, investor and finance transactions for a small construction business that specialized in high-end residential and commercial properties -
Finance Officer/ Business ManagerPreston Hollow United Methodist Church Jun 2016 - Jun 2021Dallas, Texas
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ComptrollerTega Technologies Jan 2016 - May 2016Dallas, TxReviewed, reconciled and corrected accounting transactions and software set-up files to present GAAP consolidated financial statements.Enhanced and implemented financial and accounting systems, processes, tools and control systems.Prepared and communicated timely daily, weekly, monthly and annual financial statements and reports; created and established financial objectives in alignment with company’s goals.Responsible for cash management, accounts receivable/ contract billings, deferred & recognized revenue, accounts payable, investor transactions, payroll, human resources and office management.
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Chief Financial OfficerSource One Distributors Jan 2006 - Aug 2015Wellington, FlUtilize broad scope of industry knowledge and dynamic business acumen toward leading all forward-thinking financial accounting, reporting, outside auditing, human resources, payroll, cash management, banking relationships, accounts payable / receivable, billing, purchasing, IT, risk management, insurance, and government contract management.Direct contractual and regulatory compliance and manage reporting and production for several governmental purchasing vehicles, including TLS (DLA’s Tailored Logistics Support Program), DOD EMALL, H.I.R.E., GSA (3 schedules), and SBA 8(a), as well as monitoring strict business compliance with FARs, ITAR, and Foreign Corrupt Practices Act. -
Chief Financial OfficerInternational Pharmaceutical Development 2003 - 2006Juno Beach, FlStrategically steered company relocation initiatives to a Florida location, including proactively establishing the operations group in Mexico City to comply with Mexican laws and regulations, as well as building solid banking relations.Conceptualized and developed SOPs comprehensively pertaining to operations, accounting, finance, and administration while handling all facets of administration, accounting, reporting, compliance, and finance functions.
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Co-Founder | Chief Financial OfficerPharmatech Solutions, Inc. 1999 - 2003Wilmington, NcCapitalized on the opportunity to secure lucrative financing and facilities and establish solutions-focused telephony (Avaya), as well as computer equipment and database systems (Oracle) for a 65-seat patient recruitment call center.Ensured HIPAA compliance by developing SOPs and regulatory documentation, along with creating and implementing financial systems, including project costing, revenue recognition, and reporting for project managers, CEO, and BoD.Applied strong leadership talents toward managing all accounting, compliance, and finance functions with one assistant, including supervising 10 professionals in the information technology and human resources departments.
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Co-Founder | Chief Financial OfficerLab U.S. (A Pharmaresearch Corporation) 1994 - 1999Wilmington, NcSpearheaded the development of a profit-generating company with the creation of business plans used to raise $10+ million in equity and debt, including actively evaluating and implementing computer and software systems operations.Expertly designed effective billing, A/R, project costing, A/P, general ledger, fixed assets, and multi-state payroll systems while handling all budgeting, cash flow management and modeling, GL account and bank reconciliations, project reporting, and financial statement preparation and presentation which was instrumental in driving success.Drove business growth by building and managing a results-oriented team of 15 professionals, including all IT and HR.Selected and implemented health, dental, life and disability insurance, cafeteria and, 401k programs for 200+ staff.
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ControllerPharmaceutical Product Development (Ppdi) 1990 - 1994Wilmington, NcPlayed a vital role in evaluating, implementing, and maintaining accurate computer and software systems for accounting and financial operations, including assisting with Novell network; developing comprehensive project costing, payroll, and A/P systems in compliance with government requirements; and evaluating critical programming.Recruited, trained, mentored, and managed a top-performing 5-member accounting department while coordinating all facets of budgeting, cash flow management and modeling, GL account reconciliations, bank reconciliations, revenue recognition, project reporting, WIP and backlog calculations, financial statement preparation, and payroll.
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Senior Accountant (1988 – 1990) | Staff Accountant (1986 – 1988)Lowrimore, Warwick & Company Cpas 1986 - 1990Wilmington, NcLed targeted decision-making in the recommendation, implementation, and support of client accounting software emphasizing small / medium business organizations with a main focus on management support for medical and dental practices, including additionally supporting construction, landscaping, restaurants and manufacturing industries.Demonstrated experience in general bookkeeping, bank reconciliations, GL account reconciliations, payroll services, fixed asset accounting and financial projections, compilations, and reviews; prepared federal and multi-state personal and corporate income tax returns and multi-state payroll reports; and performed limited auditing to meet objectives.
Kate Morrow Skills
Kate Morrow Education Details
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Accounting Emphasis, Honors Graduate -
Honors Graduate
Frequently Asked Questions about Kate Morrow
What company does Kate Morrow work for?
Kate Morrow works for Broadwing Capital
What is Kate Morrow's role at the current company?
Kate Morrow's current role is CPA.
What is Kate Morrow's email address?
Kate Morrow's email address is ka****@****isd.net
What is Kate Morrow's direct phone number?
Kate Morrow's direct phone number is +191061*****
What schools did Kate Morrow attend?
Kate Morrow attended Missouri Southern State University, Missouri Southern State University.
What skills is Kate Morrow known for?
Kate Morrow has skills like International Operations, Government Contracting, Executive Management, Financial Analysis, Financial Operations, Treasury, Revenue Recognition, Divestitures, Cpa, Financial Systems, Financial Forecasting, Operational Analysis.
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Kate Morrow
New York City Metropolitan Area2barrowstreettheatre.com, 2stepnyc.com2 +121224XXXXX
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Kate Morrow
Portland, Or5alumni.uvm.edu, newrelic.com, simple.com, simple.com, simple.com3 +150338XXXXX
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