Lee Morgan Email & Phone Number

Trowbridge, GB

San Francisco, CA, US

San Francisco, CA, US

• Responsibilities include:
• Lead Consolidated Group Audit and US GAAP Financial Statements
• Lead ForgeRock's Gross Margin development and targets
• Lead Accounting leadership communication and collaboration
• Lead assessment and adoption of technical accounting policy and pronouncements ie IFRS 16 (ASC842) Leases, R&D and software capitalisation

San Francisco, CA, US

• Responsibilities include:
• Leadership of Accounting through ForgeRock's 2021 IPO on NYSE
• Part of Series E fundraising team and due diligence
• Lead transformation of Procurement within ForgeRock delivering +$1m savings in first 6 months
• Leadership of Global Facilities function and CAPEX budget
• Leadership of Global Payroll function

San Francisco, CA, US

• Responsibilities include:
• Implement R&D Tax claims leading to $1m cash benefit annually
• Change Global Transfer Pricing cadence and currency to mitigate FX and improve cash management

San Francisco, CA, US

• Responsibilities include:
• Build and lead Finance function for ForgeRock's global locations
• Lead formation of new legal entities in EMEA & APAC regions
• Strategic guidance on Transfer Pricing agreements, company structure and intercompany relationships
• Manage ForgeRock's international cash and treasury function ensuring mitigation of FX exposure.
• Lead finance projects incl. Treasury management & Financial systems to ensure scale.

Calabasas, CA, US

• Responsible for the Finance team of a global group of companies, outside of the United States, delivering consolidated financial results with revenue of $200m+ (Group $500m+). Part of the significant organic and.
• Consolidation of 15 international subsidiaries and report to board and US head office.
• Formation of new legal entities in EMEA & APAC regions.
• Manage global intercompany function & Transfer Pricing agreements
• Mitigate Foreign Currency exposure throughout the Group.
• Lead implementation of new financial software packages incl Oracle, Concur, Access, ADP Payroll.

US

• Catapult Communications - NASDAQProviding Network testing software, primarily to telecoms industry and developing 3G and 4G capability.
• Preparing group consolidated accounts for Irish international company, integrating subsidiary results for UK and its 4 EMEA branches in France, Sweden, Finland & Germany and APAC including China, India and Philippines.
• Working closely with CFO and US Finance team on NASDAQ floated group financials, reporting implications of US GAAP and IFRS and published quarterly accounts.
• Supervising and review of sales order processing, shipping, delivery, identifying and ensuring precise reporting for software revenue recognition.
• Working with Chinese advisors to set up and implement a FICE structure for the Chinese subsidiary to penetrate the local Chinese market place and remove barriers of entry.

Swindon, Wiltshire, GB

• ACA training contract, primarily working on audit assignments for groups of companies, charities, pension schemes, SMEs and sole traders.
• Preparation of financial statements and tax returns for groups, SMEs and sole traders.
• Promotion to Assistant manager, working closely to build and maintain effective client working relationships, focus on adding value and be lead mentor/coach for trainees.

London, England, GB

Financial analyst for BBC expenses cost department and pension department.

Aca, Accounting And Finance

Bachelor Of Science - Bs, Accounting