Nancy Morris

Nancy Morris Email and Phone Number

Founder and CFO @ NDM INVESTMENTS
California, United States
Nancy Morris's Location
Orange County, California, United States, United States
Nancy Morris's Contact Details
About Nancy Morris

Nancy Morris is a Founder and CFO at NDM INVESTMENTS. She possess expertise in financial analysis, financial modeling, finance, accounting, due diligence and 11 more skills. Colleagues describe her as "I had the pleasure of working with Nancy for three years while @ BT/DB. Nancy managed the LA Treasurer's Group, which provided detailed financial analysis and profitability reports to senior line management. Nancy and her team were always well-prepared prior to meetings and consistently provided value-added analysis to the business line she supported. Extremely bright and personable, Nancy will provide immediate value to any financial team she joins."

Nancy Morris's Current Company Details
NDM INVESTMENTS

Ndm Investments

View
Founder and CFO
California, United States
Nancy Morris Work Experience Details
  • Ndm Investments
    Founder And Cfo
    Ndm Investments
    California, United States
    View
  • Archwest Capital
    Chief Financial Officer
    Archwest Capital Feb 2023 - Present
    Irvine, Ca, Us
    View
  • Archwest Capital
    Senior Vice President, Controller
    Archwest Capital Jan 2021 - Feb 2023
    Irvine, Ca, Us
    View
  • 5 Arch Funding Corp.
    Senior Vice President, Controller
    5 Arch Funding Corp. Jul 2015 - Jan 2021
  • Agendia, Inc.
    Global Controller
    Agendia, Inc. Jul 2013 - Oct 2014
    Commercial-stage molecular diagnostic company, focused on the discovery, development and commercialization of innovative products to improve the quality of life for cancer patients.Managed domestic and international staff of eight to deliver the following:* Developed and maintained accounting principles, practices and procedures* Produced accurate and timely consolidated financial statements on an IFRS and GAAP basis* Documented revenue recognition with respect to healthcare, pharma collaborations, grants, and trials* Monitored and analyzed department workflow and systems to develop more automated and efficient processes while maintaining a high level of accuracy* Ensured a clean and timely yearend audit to PCAOB standards in addition to quarterly SAS 100 reporting* Coordinated nineteen state and federal tax filings* Led a project to achieve SOX compliance* Assisted in the preparation and filing for an IPO
  • Pathcentral, Inc.
    Controller
    Pathcentral, Inc. Jul 2011 - Jul 2013
    Cost-effective, web-based anatomic pathology laboratory information system and reference pathology laboratory.Responsible for all areas relating to financial reporting and analysis* Provided accurate and timely financial statements* Created financial analyses under tight deadlines for financial reporting, sales, budget, and forecast activities* Documented revenue recognition for software as a service and healthcare in accordance with industry guidelines* Successfully transitioned 3rd party billing to XIFIN and implemented best practices to reduce days sales outstanding* Rapidly learned Medicare, Medicaid, and third party payor requirements* Provided financial due diligence support for successful sale of lab in November 2012
  • Colony Capital
    Assistant Controller
    Colony Capital 2010 - 2011
    Global real estate investment and advisory firmManaged a staff of eleven to deliver the following:* Created monthly financial reporting package for three affiliated companies* Ensured compliance with taxing authorities for 300 tax returns, 800 entities, and 1,200+ K-1s filed domestically and abroad* Forecast and analyzed investment management fees, real estate management fees, and asset management fees, taking into account leverage, commitment s. investment period and anticipated realization* Oversaw the operations of the accounting department, including the monthly close and accounts payable
  • Deutsche Bank
    V.P. Finance/Controller And Prior Positions In The Areas Of Tax, Compliance, Audit, And Finance
    Deutsche Bank 1994 - 2009
    Frankfurt Am Main, Hessen, De
    Leading global bankRepresentative Accomplishments* Led financial due diligence, modeling, valuation and financial post merger integration for $50 million acquisition which enhanced and broadened market positioning* Developed and implemented finance integration plan to automate accounting functions using SAP, Hyperion Essbase and shared services resulting in increased accuracy, a tighter control environment, and the ability to provide meaningful results prior to month end* Created comprehensive multi-currency financial model to evaluate performance and to justify expansion from three locations in two countries to nine locations in six countries which grew revenue from $8.8 million to $14 million per annum in less than two years* Designed global multi-currency metrics used to assess performance and allocate resources* Performed risk assessment oversight and developed monthly control process to substantiate compliance with SOX. Created Service Level Agreements to comply with transfer pricing requirements and to address Reg. 23A/B issues
    View
  • Kenneth Leventhal & Co (Now Ernst And Young)
    Senior
    Kenneth Leventhal & Co (Now Ernst And Young) Dec 1988 - May 1993
    Ernst & Young is a "Big 4" international accounting and consulting firm.
  • Coopers & Lybrand (Now Pricewaterhousecoopers)
    Staff Accountant
    Coopers & Lybrand (Now Pricewaterhousecoopers) Jul 1987 - Dec 1988
    Coopers & Lybrand is a "Big 4" international accounting and consulting firm.

Nancy Morris Skills

Financial Analysis Financial Modeling Finance Accounting Due Diligence Financial Reporting Internal Controls Auditing Forecasting Cash Management Risk Management Analysis Mergers And Acquisitions Strategic Planning Sarbanes Oxley Act Strategy

Nancy Morris Education Details

  • Golden Gate University
    Golden Gate University
    Taxation
  • Cal State Fullerton, College Of Business And Economics
    Cal State Fullerton, College Of Business And Economics
    Business Administration (Accounting)
  • University High School
    University High School

Frequently Asked Questions about Nancy Morris

What company does Nancy Morris work for?

Nancy Morris works for Ndm Investments

What is Nancy Morris's role at the current company?

Nancy Morris's current role is Founder and CFO.

What is Nancy Morris's email address?

Nancy Morris's email address is na****@****dia.com

What schools did Nancy Morris attend?

Nancy Morris attended Golden Gate University, Cal State Fullerton, College Of Business And Economics, University High School.

What skills is Nancy Morris known for?

Nancy Morris has skills like Financial Analysis, Financial Modeling, Finance, Accounting, Due Diligence, Financial Reporting, Internal Controls, Auditing, Forecasting, Cash Management, Risk Management, Analysis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.