Morgan B. Email & Phone Number

Mountain View, California, United States

United States

San Jose, Ca

San Francisco Bay Area

Pure focus in direct hire recruiting of accounting and finance professionals (from Staff Accountant through CFO's) in the San Francisco Bay Area marketplace. This includes: * Building key relationships with hiring managers (Partners/Owners, CFOs, Controllers, Accounting Managers) * Understanding the market from a local talent, compensation and specific company standpoint to be a strong consultant to my clients; * Strong knowledge of accounting and finance functions as they relate to different industries; * Continuously fostering new relationships and maintaining existing relationships with accounting and finance talent. * Passion and strong recruiting focus in helping to build careers vs. "job placement"

Sunnyvale, Ca

St Helena, Ca

* Accountable for accuracy of financial data for assigned brands through the net contribution.* Prepare reclasses, journal entries, and accruals.* Responsible for validating 24 month rolling forecast through net contribution. * Lead quarterly meetings with interdepartmental personnel to review actuals versus budget.* Make recommendations on the 24 month forecast based on historic trends and depletion forecast.* Analyze contribution margin results, depletions, Nielsen data, sales programs, costing for assigned brands.* Communicate results of analyses through quarterly memos addressed to Executive Management. * Prepare quarterly joint venture profit split true-ups and prepare financial packets for the partners. * Complete assigned monthly reconciliations.

Farmington Hills, Mi

* Analyze assessment notices, operating statements, and market data to determine potential tax savings.* Confer with external legal counsel to confirm decision regarding property tax appeals.* Perform real estate tax escrow analyses to ensure appropriate tax constants. * Anticipate shortages and address excessive surpluses of our tax escrows.* Manage investor entities by preparing journal entries with appropriate supporting documentation.* Prepare real estate tax budgets.* File monthly sales and use tax returns.

Naperville, Il

* Perform audit program steps, including testing internal controls, to evaluate compliance with plan policies as well as applicable laws and regulations.* Prepare clear and concise documentation of test work and communicate to the audit in-charge.* Incorporate data analysis tools (IDEA) into the audit process when possible.

Naperville, Il

* Prepared federal and state income tax returns for individuals and corporations using ProSystem* Prepared and maintained fixed asset and depreciation schedules using BNA software* Researched complex tax issues using Checkpoint and PPC tools* Communicated with clients regarding the firm’s recent requirement of a signed client engagement letter

Aurora, Il

Bolingbrook, Il

Manage and pay incoming bills, receive/record payments from customers, and assist in doing weekly payroll.

Orland Park, Il

Harvey, Il