Willard C. Morgan Iii

Willard C. Morgan Iii Email and Phone Number

Wiley Companies - General Manager, CPG Division @ Wiley Companies
Willard C. Morgan Iii's Location
Reynoldsburg, Ohio, United States, United States
Willard C. Morgan Iii's Contact Details

Willard C. Morgan Iii personal email

n/a

Willard C. Morgan Iii phone numbers

About Willard C. Morgan Iii

Business Leader: Primary background in Finance and Accounting. Lead and manage cross-functional teams. Provide strategic advice to CEO and executive leadership.Executive Leadership▪ Team leadership fostering effective communication▪ Strategy development▪ Planning, budgeting and forecasting▪ Process improvements for operational efficiencyAccounting▪ Accounts Receivable (Customer Invoicing, Receivables Management, Collections)▪ Accounts Payable (Vendor Billing, Cash Requirement Planning, Disbursements)▪ Payroll (Timesheets, Processing, Tax Compliance)▪ Ledger accounting (Journal entries, Depreciation, Reconciliation)Financial Reporting▪ Monthly and year-end closing▪ Monthly, quarterly, and annual financial statements▪ Budget and forecast variance analysis▪ Financial and operating metrics▪ External financial reporting▪ Internal management reportingFinancing▪ Debt and equity financing▪ Cash management▪ Banking relationshipsCompliance:▪ Audits▪ Local, state, and federal tax reporting and filings▪ Debt covenants▪ Maintain financial reporting system to satisfy auditors and government agencies

Willard C. Morgan Iii's Current Company Details
Wiley Companies

Wiley Companies

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Wiley Companies - General Manager, CPG Division
Willard C. Morgan Iii Work Experience Details
  • Wiley Companies
    Division General Manager, Wiley Cpg
    Wiley Companies Nov 2024 - Present
    Coshocton, Oh, Us
    General Manager for the Wiley CPG division. Responsible for development and execution of Wiley Companies CPG business strategy to achieve performance targets for revenue growth, market share expansion and operational efficiency.
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  • Wiley Companies
    Controller, Consumer Subsidiaries
    Wiley Companies Mar 2022 - Nov 2024
    Coshocton, Oh, Us
    Responsible for accounting and finance functions for the Wiley Companies consumer subsidiaries, primarily Wiley's Finest US and Wiley's Finest UK.
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  • Exhibitpro
    Chief Financial Officer
    Exhibitpro Jan 2015 - Mar 2022
    New Albany, Oh, Us
    Exhibitpro was a woman-owned exhibit design and production company headquartered in a state-of-the-art production facility, showroom, and warehouse in New Albany, Ohio. It had in-house graphic and exhibit design, print production, exhibit fabrication, and a full-service exhibit management infrastructure.I was responsible for all accounting functions and financial reporting: Monthly financial statements; Accounts receivable/billing; Purchasing/Vendor management; Cash flow management; Budgeting and forecasting; Compliance; Bank and account reconciliations; Management and special reporting; Collections; and Record retention management.
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  • Stirling Ultracold (Global Cooling, Inc.)
    Chief Financial Officer
    Stirling Ultracold (Global Cooling, Inc.) Aug 2009 - Nov 2014
    Athens, Oh, Us
    Responsible for finance and administration: Accounting operations; Monthly close; Financial reporting; Cash management; Forecasting; Budgeting; Payroll; Benefits; Human resources; Business insurance; and Office administration. P&L responsibility for general and administrative expenses. Strategic adviser to the CEO.►Completed historical financials, 5-year forecasts, due diligence materials, purchase agreements, convertible notes, and interacted with potential investors, venture capital firms, and legal counsel for two private placements (angel rounds) and a venture-capital led Series A Preferred round►166 Direct Loan from State of Ohio for machinery and equipment.► Exact MAX ERP implementation
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  • Career Transition Institute
    Committee Chair - Board Trustee - Vice President
    Career Transition Institute Nov 2008 - Aug 2009
    Career Transition Institute (formerly 40 Plus of Central Ohio) is a non-profit with the mission to train and support professionals to succeed in their job search and/or career transition. Joined in November 2008. Recognized as "Member of the Month" in January 2009. Became an Advisor to the Board in April 2009. Elected Vice President in July 2009. Elected to the Board in 2010 and served as Secretary during my tenure.Speaker on behalf of the organization to Rotary, Kiwanis, church groups, and the Scioto Ridge Job Networking Group. Taught several classes and workshops on topics including résumé preparation, time management, and job search skills. Produced the weekly newsletter for several months.
  • Accent Energy
    Controller
    Accent Energy 2006 - 2008
    Accent Energy is a retail energy provider with commercial and residential customers in several gas and electricity markets across the United States.Hired into newly created Controller role after successful financial reporting project as consultant. Led and managed a team of five responsible for all accounting, financial reporting, and credit and collections. Had primary responsibility to close, consolidate, and report financials for 12 companies; sales/use taxes; audit and tax compliance; and banking. Reported to CFO.►Directed implementation of new billing/payment process to support $30M/yr business acquisition►Recruited key staff (Senior Accountant and Credit Manager) in first 90 days►Supervised conversion of payroll providers and transfer of payroll tasks from HR to Accounting
  • Creative Financial Staffing
    Senior Consultant
    Creative Financial Staffing 2006 - 2006
    Boston, Massachusetts, Us
    Independent consultant - Completed several senior-level finance and accounting projects at clients such as Nortrax, Pacer Global, and Accent Energy.
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  • Atlantic Management Center, Inc.
    Chief Financial Officer
    Atlantic Management Center, Inc. 2003 - 2006
    Alexandria, Va, Us
    AMCI provides strategic management solutions to public and private sector clients such as the Army, Navy, Department of Energy, Ohio Department of Health, BAE North America, Raytheon, and Computer Sciences Corporation.Hired as CFO to support significant growth. AMCI expanded beyond its core training business to offer IT solutions for emergency responsiveness and immunization registries. Led a team of three in building a solid accounting and financial reporting system. Responsible for all finance and accounting: Financial reporting; Accounting operations; Contract billing; Payroll and benefits; Insurance; IT support; Front desk and office administration. Strategic advisor to CEO.► Implemented financial turnaround, regained profitability and positive cash flow in 120 days.► Built accounting and administrative infrastructure to support $3M/year increased revenue.
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  • Ctsi (Specialty Contractor)
    Vice President Of Finance
    Ctsi (Specialty Contractor) 2000 - 2003
    Hired as Controller by new ownership to immediately improve financial reporting. Reconstructed 2 years of financial reports and implemented procedures to improve reporting. Reorganized the team including new hires. The warehouse and purchasing functions were transferred to my supervision.Led and managed a team of eight handling billing (AIA progress billing); A/R; A/P; payroll; HR; warehouse operations; purchasing; and the front desk. Responsible for: financial reporting; WIP/job cost analysis and reports; cash management; line of credit; collections; sales & use taxes; commissions; and 3rd party professional relationships (banking; taxes; insurance and bonding; and legal counsel).► Promoted to Vice President of Finance► Saved $100K/yr implementing new accounting software► Saved $75K/yr by restructuring health insurance plan
  • Usa Today
    Manager Of Customer Accounting
    Usa Today 1999 - 2000
    Mclean, Va, Us
    Hired into the new role of Manager of Customer Accounting at USA TODAY. This position was created to reorganize team responsibilities; implement process improvements; and improve staff morale.Led team of seven accountants which handled all customer billing (ad revenue and subscriptions) and related accounting, analysis, and management reporting. Directly responsible for A/R aging analysis; bad debt allowances; revenue analyses; and rebate/incentive programs.► Selected for the Management Development Program which trained future leaders for USA TODAY and Gannett
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  • Valueoptions
    Director, Monthly Operations Review
    Valueoptions 1999 - 1999
    Norfolk, Va, Us
    Value Behavioral Health merged with Options Healthcare to become ValueOptions. The claims accounting function relocated to Norfolk, VA. I was promoted to Director, Monthly Operations Review in the newly created Financial Planning & Analysis team in Fairfax, VA.Collaborated with Senior VP's to analyze and report monthly results, trends, and variances. Provided constructive focus and analysis of financial issues by publishing the Monthly Operations Review report.
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  • Valueoptions
    Manager Of Claims Accounting
    Valueoptions 1996 - 1999
    Norfolk, Va, Us
    Hired into newly created role of Manager of Claims Accounting. Led a team of seven accountants. Supervised all accounting operations related to claims processing; month-end close; monthly and ad hoc reports; communicated with the senior management; regional VPs, and account executives. Directly handled new customer implementations.► Recognized for excellence as Finance Project Lead for new system implementation
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  • Hoffman & Dykes Cpas (Now Fitzgerald & Co.)
    Auditor
    Hoffman & Dykes Cpas (Now Fitzgerald & Co.) 1990 - 1996
    H&D was a CPA practice in Northern Virginia with a broad mix of clients across many industries. The company had a staff of 50-60 audit, tax, and consulting professionals.Performed audits, reviews, compilations and management advisory services. Promotions to Senior Auditor (1993), Supervisor (1994), and Manager (1995).Industry experience: Construction, Government contracting, Real estate development, Mortgage banking; Retail chains;Software development; Not-for-profits; Churches; Alumni association; Trade associations; Biomedical research facility; Cable TV provider.►Passed CPA exam►Single Audit expertise

Willard C. Morgan Iii Skills

Financial Reporting Forecasting Leadership Accounting Budgets Process Improvement Strategic Planning Internal Controls Auditing Management Financial Analysis Analysis Accounts Receivable Finance Program Management General Ledger Accounts Payable Payroll Cost Accounting Risk Management Cash Management Managerial Finance Tax Nonprofits Variance Analysis

Willard C. Morgan Iii Education Details

  • George Mason University
    George Mason University
    Accounting

Frequently Asked Questions about Willard C. Morgan Iii

What company does Willard C. Morgan Iii work for?

Willard C. Morgan Iii works for Wiley Companies

What is Willard C. Morgan Iii's role at the current company?

Willard C. Morgan Iii's current role is Wiley Companies - General Manager, CPG Division.

What is Willard C. Morgan Iii's email address?

Willard C. Morgan Iii's email address is wc****@****ail.com

What is Willard C. Morgan Iii's direct phone number?

Willard C. Morgan Iii's direct phone number is +161488*****

What schools did Willard C. Morgan Iii attend?

Willard C. Morgan Iii attended George Mason University.

What are some of Willard C. Morgan Iii's interests?

Willard C. Morgan Iii has interest in Poverty Alleviation, Children, Disaster And Humanitarian Relief, Education.

What skills is Willard C. Morgan Iii known for?

Willard C. Morgan Iii has skills like Financial Reporting, Forecasting, Leadership, Accounting, Budgets, Process Improvement, Strategic Planning, Internal Controls, Auditing, Management, Financial Analysis, Analysis.

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