Morgan Wasser, Mba Email & Phone Number

United States

A fast-growing PE backed company that executed exciting M&A roll-up strategies and implemented a professional management approach. One of the largest disaster restoration companies in the US – providing water and fire damage services to residential and commercial customers- Managed a team of 20 with 5 direct reports – Assistant Controller, AP Manager, AR Manager, Payroll Manager, and Project Accounting Manager, in addition to 5 consultants for GAAP and Financial Operations clean-up. - Created the department strategy and structure with CFO for accounting and finance surrounding the roll-in acquisitions. - Led the GAAP Compliance initiative: ASC606, ASC842, CECL/reserve methodology, accruals, equity and balance sheet reconciliations, etc. - Led the Net Working Capital, Purchase Price Entries and Valuation efforts with WilliamsMarston for four acquisitions - Led the improvement of cash forecasting and debt revolver management - Led the implementation of Bill.com and streamlining of the AP process, including credit card consolidation - Led the integration and consolidation of processes of acquired locations for Corporate Accounting, AP, and Payroll - Led the creation and setting up a new bank and lockbox at Chase - Implementation of a Payroll System, Paycor – Payroll processing, timekeeping, GL coding, departments - Led the Opening Balance Sheet Audit for 2022 for first time audit with Grant Thornton. - Oversaw and worked with WilliamsMarston on tax payments and filings ensuring compliance with all federal, state, and local legislation

- Managed a team of 20 with 5 direct reports – Billing Manager, Collections Manager, Credit Manager, and 2 Customer Success Managers - Enhanced the order-to-cash process by working with the key stakeholders and driving change - Reduced over 30 + days past due invoices from 19% to 5% - Reduced total aging by approximately $8M - Reduced average monthly unbilled invoices by 109 customers to 24 customers - Built and improved relations between operations and collections - Led the NetSuite implementation related to billing and collections while reducing manual work to automate processes - Revamped the credit process. - Created and delivered key performance indicators - Worked with FPA to help managed cash flow forecasting

- Managed a team of 5 – Accounting manager, accounting senior, two staff accountants and 1 AP - Successfully implemented AP automation system Bill.com - Successfully implemented the new leasing standard and system LeaseController - Successfully implemented and streamlined the accounting workflow through FloQast - Successfully implemented a new PTO policy and corresponding accounting - Successfully implemented a new commission accrual policy utilizing Xactly - Successfully worked with Deloitte on purchase accounting and the creation of intangibles - Oversaw and worked with RSM on tax payments and filings ensuring compliance with all federal, state, and local legislation - Oversaw multi-state business compliance regarding local franchise tax filings, business licenses and property tax filings - Lead a five day monthly close process for the entire organization with various organizational structures, off-site teams, ERPs and reporting requirements - Provided monthly financial analysis to the vertical leaders - Created the board deck, bank reporting and internal financials - Managed the 401-k and year-end Audit - Assisted and collaborated with the FP&A team regarding the annual budget process by providing insights to department heads related to current year actual results for accurate upcoming annual budgets

The Team Leader’s primary role is to serve as a leadership advisor for a team of Professional Resources, helping each team member clarify his or her personal and professional goals. The role requires forming a compelling, trusting relationship with each Team Member that encourages open, genuine dialogue, promotes growth, and reinforces a strong feeling of value and belonging in the individual. This mentoring role creates a sense of community and a deep connection among the Team while exuding the Firm’s values of fun, fair, and building stakeholder value. Clients:Plant Controller (Berea, KY)Public global company that manufactures and distributes heavy-duty truck wheel-end components and systems with approximately $400M in revenue Director of Global Consolidations - FP&A (Longview, TX) Public global company that manufactures and distributes heavy-duty truck wheel-end components and systems with approximately $400M in revenueGlobal Corporate Controller (Chicago, IL) Global Professional Service Company based in Chicago with $70M in revenue, offering services and technology to the information technology service sector, and is a leading provider of implementing ServiceNow, a cloud computing workflow platform Manager – General Accounting (Chicago, IL) Public Electric client providing service to more than 3.8 million customers across Northern Illinois with approximately $5B in Revenues Manager – Financial Reporting (Tulsa, OK) E&P client engaged in the acquisition, development, production, exploration and sale of crude oil and natural gas properties focused on developing horizontal play concepts in Central Oklahoma with approximately $55M in revenue. Manager- Financial Reporting (Detroit, MI) A global leader in the system integration and performance of safety-critical components to the automotive and non-automotive markets serving the active safety, passive safety and specialty product sectors

- Worked with credit and collections to recover $5M in funds and worked with department to develop a policy and process to bring cash customer balances down from $500K to $100K - Developed and implemented AR Allowance methodology and applied enhanced collection efforts to existing customer balances, focusing on 150+ days past due increasing over $6M in incremental cash flow - Implemented policies and procedure regarding balance sheet account reconciliations resulting in a 75% reduction of yearend adjustments - Led the creation/development of the Policies and Processes for accounting department while aligning with the operation strategy- ensuring SOX compliance - Created and reduced month-end close process while creating efficiencies - Assisted in creating a consistent close schedule and process - Assisted in over 75% reduction of total journal entries - Assisted in reconciling all 2014 balance sheets and contributed in ensuring all account reconciliations were SOX compliant - Liaised between the auditors and accounting department for a first year audit with new big-four public accounting firm, resulting in the most successful audit to date - Improved interdepartmental programs and communications: marketing, credit and collections, real-estate, financial reporting, treasury and fleet - Improved customer relations with a $35M customer

• In-Charge of engagements from beginning to end with leading teams ranging 3-6 people.• Created and managed budgets for clients while assisting to reduce hours and increasing job realizations. • Taught, problem-solved, and reviewed the work of my teams while looking for improvements in efficiencies.• Led engagement meetings with team and partner to discuss testing approach and major points of the client.• Developed team members by providing reviews and suggesting improvement opportunities and constructive feedback. • Oversaw consolidation processes, exposed to accounting for Variable Interest Entities, Joint Ventures, performance based stock compensation, fair trade, and sales-leaseback.• Researched client and industry trends to develop expectations; tailored analyses to compare client's financial results (ranging from $83M to $2.9B in annual revenues) to expectations; and assessed their validity using financial modeling including sensitivity analyses and benchmark multiples• Communicated with CFO and client company leadership to discuss issues within accounting practices and develop problem solving strategies.• Identified internal deficiencies in accounting practices and communicated findings to clients and managers. • Actively participated in Merger and Acquisition auditing. • Obtained hands on exposure to international accounting practices.• Improved documentation and introduced processes increasing efficiency within engagement team.• Designed controls testing approach and led engagement team in performing extensive SOX testing over clients’ internal controls for various financial and operational processes