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• Leadership of Treasury function responsible for Investment Policy of $300m and Hedging Policy

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.• Challenge, develop and maintain rigorous internal controls to aid company growth strategy• Lead all financial compliance for ForgeRock's global locations incl. audits, corporate tax, payroll compliance and other external regulators.

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 acquisitive growth from $150m to $500m over 5 years.Responsibilities:• 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.• Primary contact for international FP&A including budget and departmental cost analysis.• Manage internal finance function with staff in UK, Ireland and China together with a global network of local external advisors.• Maintain rigorous control environment incl developing/advising on SOX compliance• Lead contact for subsidiary audits, international corporate tax, payroll compliance and other external regulators.• Assist with Veriwave, Anue, BPS & Net Optics acquisitions into the international activities of the group and liquidations of acquired businesses.

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 ensuring substance of international tax structure.• 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