Simon Morgan
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Simon Morgan Email & Phone Number

Director of Finance at Outcomes™
Location: Orlando, Florida, United States 10 work roles 1 school
1 work email found @tdsclinical.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Current company
Role
Director of Finance
Location
Orlando, Florida, United States

Who is Simon Morgan? Overview

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Simon Morgan is listed as Director of Finance at Outcomes™, based in Orlando, Florida, United States. AeroLeads shows a work email signal at tdsclinical.com and a matched LinkedIn profile for Simon Morgan.

Simon Morgan previously worked as Client Solutions Director at Robert Half and Interim Controller/HR at Openwater Seafood. Simon Morgan holds Bachelor Of Science (B.Sc.), Accounting & Economics from University Of Southampton.

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Email format at Outcomes™

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{first_initial}{last}@tdsclinical.com
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Profile bio

About Simon Morgan

Using my 20+ years in the Accounting & Finance arena (both UK and USA) to provide todays business leaders with the talent and resources to support their challenges in this ever changing world.Innovative Accounting, and Finance transformation leader known for automating processes which deliver strategic solutions as well as efficient reporting tools. An integrator of hypothesis-driven thinking, skilled at applying internal controls and compliance principles to scale digital solutions that streamline AP, AR, billing, vendor management, and general ledger processes. A project leader who utilizes Six Sigma methodology to deliver cost effective, successful business outcomes and stakeholder value.

Listed skills include It Operations, Financial Accounting, Business Objects, Business Process, and 46 others.

Current workplace

Simon Morgan's current company

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Outcomes™
Outcomes™
Director of Finance
Orlando, FL, US
AeroLeads page
10 roles

Simon Morgan work experience

A career timeline built from the work history available for this profile.

Director Of Finance

Current

Orlando, Florida, Us

Apr 2022 - Present

Client Solutions Director

Menlo Park, Ca, Us

Supporting business leaders in Central & North Florida meet on their ever-growing list of deliverables with ease, by bringing them together with our extensive network of contract talent in areas including audit and compliance, financial reporting, accounting, finance, business systems, taxation, administration and operations management, and project management.

Aug 2021 - Apr 2022

Interim Controller/Hr

Openwater Seafood

Contract position with a startup company that processes food. Setup of finance systems (Dynamics Navision), including Chart of Accounts, Fixed Assets, Prepayments, Payables & Banking. Reconcile pre-trading accounts with owning partners. Implement KPIs and weekly & monthly reporting.Sales Tax returns & initial property tax returnsHR/Payroll - All onboarding tasks, payroll (weekly & semi-monthly). Creation of employee handbook, and OSHA & Workers Comp reporting. Train and support team managers with disciplinaries, warnings & dismissals, OSHA.

Jan 2021 - Jun 2021

Manager, Finance Systems, Processes & Payables

Orlando, Florida, Us

Architect of Six Sigma continuous improvement projects that drive automation, mitigate risk, streamline ERP processes, and reduce cost to serve across A/P, A/R, Accounting, Finance, and Operations. Lead a team of eight within accounts payable and process improvement; manage account reconciliations, expense account processing, and corporate spend. Defined and executed corporate credit card expense management process; established spend thresholds for approvals, business use needs, and compliance processes to track and approve individual card spend. Streamlined A/P systems and implemented virtual invoice payment processing delivering cost savings on $250k. Participated in the implementation of ERP system, Microsoft Dynamics Navision (NAV); assisted in the conversion of Quickbooks to NAV, trained teams on the benefits and use of NAV ERP system. Spearheaded operational process improvement projects across multiple LOB’s, delivering $1.4M in annual savings. Pioneered the adoption of automated invoice processing to drive enterprise wide business operations; delivered cost savings of over 750-man hours per month and improved efficiencies. Act as a liaison between IT and end users to drive commercial business platforms and resources; gather requirements, define user needs, and perform testing utilizing Macros, SQL tools, and databases. Develop project dashboards to track project deliverables and budgets; conduct meetings with Sr. leaders to highlight project ROI, gain executive sponsorship, and provide status updates.  Ensure PCI Compliance; review processes and policies to support compliance Utilized Power BI to implement management reporting systems; reduced month end close processes from 10 days to 5. Created on demand reporting for accounting and finance teams utilizing ODBC connections to back end databases. Managing Chapter 11 bankruptcy; partner with legal and executive management to guide compliance across accounting and finance.

Aug 2018 - Jan 2021

Finance And Business Process Manager

Orlando, Florida, Us

During my employment the role adapted to cover much more than the original job description. Rather than working around the processes alone, when issues & concerns were found, many of these areas became part of my remit, as did many new projects issued from Corporate in Germany.• Review, Improve and Monitor processes across the US & Canadian business• Finance controls – COS accrual loading, maintenance/monitoring and reporting• Owner of bank relationship and creation of OFAC compliance policy re Cuba. o Implemented AP system to pay invoice by virtual card – income $75k year.• Reporting (sales, operational and financial), SQL, developing tools and databases.• Implementation and testing of new reservation, contracting and payment platforms.• Data Integrity - Ensure date between bespoke corporate systems and SAP interface correctly.• Local finance process and procedures and co-coordinating out-sourcing.• Responsible for on-boarding (contracting) new hotels sourced via dynamic channels, including design and requirements of new platform.C• Create macros to automate repetitive processes. • Own master data across systems to ensure accuracy and compliance with policy• Duties also extended previously to cover HR and Payroll, including migration of payroll platforms.

Jan 2017 - Jul 2018

Operations Processes Regional Manager

Palma De Mallorca, Balearic Islands, Es

• Responsible for defining and standardizing the processes and procedures within the divisions within Americas Region• Define and standardise the operative procedures following the group standards or developing the correspondent project and taking care of the characteristics of each local team and its local business, • Establish controls to assure that processes and procedures are working properly. • Focused on increasing the efficiency level of the teams of the regions• Understand the characteristics of the local business to propose the best organization of the zone. • Global Knowledge of the division to ensure efficiency models can be adapted to other regions• Responsible for the Regional Business Support Team, giving assistance when on-the-day issues occur with in-house systems or processes and providing training as needed.Previously responsible for The Americas region, before moving to Head Office to take central role.Key projects and initiatives include:• Launch of Salesforce for supplier relationship management and overbooking management.• Creation of global service centers: Standardizing local process and transfer workload to hubs.• Creation of a Premium Service team for key clients to retain high value contracts.• Define, develop and launch automated wizard to allow hotel contractors to load agreements direct to system.• New 2.0 core platform – requirement gathering, design, UAT and rollout and follow-up.

Jul 2012 - Apr 2016

Process & Finance Manager - Holiday Experience

Hannover, Lower Saxony, De

This was a dual focused role, primarily looking at business processes and improvements and secondly, design and implement a Management Information suite.• Project manager for Airline Income Projects giving net profit of £ ½ m pa.• Project manager for major IT project, utilizing sister-company systems (cost and efficiency savings of £¼m pa. • Identify and deliver additional cost savings potentials throughout the division.• Design and setup a Business Objects universe and reports to give relevant management information to the business users.• IT Business partner to ensure systems are fit for purpose.• • Review and design business process and training guides for all Overseas Administrator processes to ensure consistency and efficiencies across all offices.

Nov 2010 - May 2012

Special Assistance Team (Sat) Leader

Hannover, Lower Saxony, De

Voluntary position: Working directly with the Customer Operations Managers, dealing with incidents that affect our Customers, including Hurricanes, Operational Disruption, Transportation Accidents and Bereavements. This can either be front line, leading a team of SAT volunteers, or in our Crisis Management Centre for more serious issues, linking our front-line teams into the heart of decision making.I am passionate about ensuring that in the event of crisis and emergency that the business reputation is maintained, the customers welfare is treated as priority and that our volunteer Special Assistance Team members are looked after. Enthusiastic and passionate about looking after those affected by incidents and understanding of humanitarian needs.

Apr 2010 - May 2012

Operations Accountant

Hannover, Lower Saxony, De

This was a natural promotion from my role overseas that meant relocating back to the UK. I supported those working in my previous role, further developing my accountancy skills and created the process and audit guidelines for overseas teams to follow and gaining promotion within the team.• Production and reconciliation of Balance Sheet and Profit & Loss for Overseas division.• Design, support, development and training of In-House finance system.• Recruitment, training and indirect management of 30 overseas Finance Administrators.• Creation and maintenance of business processes & internal audit policies.• Project stream leader for major IT system changes, ensuring needs of all users were met.• Migration and training of systems, processes, procedures and data during merger.• Responsible for company registered and based in Spain and its staff.

May 2004 - Nov 2010
1 education record

Simon Morgan education

  • University Of Southampton
    University Of Southampton
    Accounting & Economics
FAQ

Frequently asked questions about Simon Morgan

Quick answers generated from the profile data available on this page.

What company does Simon Morgan work for?

Simon Morgan works for Outcomes™.

What is Simon Morgan's role at Outcomes™?

Simon Morgan is listed as Director of Finance at Outcomes™.

What is Simon Morgan's email address?

AeroLeads has found 1 work email signal at @tdsclinical.com for Simon Morgan at Outcomes™.

Where is Simon Morgan based?

Simon Morgan is based in Orlando, Florida, United States while working with Outcomes™.

What companies has Simon Morgan worked for?

Simon Morgan has worked for Outcomes™, Robert Half, Openwater Seafood, Advantage Rent A Car, and Meeting Point North America.

How can I contact Simon Morgan?

You can use AeroLeads to view verified contact signals for Simon Morgan at Outcomes™, including work email, phone, and LinkedIn data when available.

What schools did Simon Morgan attend?

Simon Morgan holds Bachelor Of Science (B.Sc.), Accounting & Economics from University Of Southampton.

What skills is Simon Morgan known for?

Simon Morgan is listed with skills including It Operations, Financial Accounting, Business Objects, Business Process, Tour Operators, Airlines, Revenue Management, and Mi.

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