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Q&A With Duane Morris

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Duane Morris
Senior Controller, M&A Consultants
Location: Center, OH United States
Joined: Jun 25th, 2018

About (request update)

Education (request update)

Winston-Salem State University class of 1989

Undergrad Major: Accounting

Experience

I currently work with M&A Consultants as Senior Controller
I have years of experience working in the Finance/Economics industry.

Senior Consultant | M&A Consulting
From July 2021 to Current • 5 year(s)
Provides consulting services for startup companies including financial planning, budgeting, and business plan development. Works with e-commerce startups and tech companies on financial framework setup and strategic planning.

President / Acting CFO | Greater Cleveland Junior Golf Scholarship Fund
From January 2011 to Current • 15 year(s)
Led nonprofit organization teaching youth golf, established internal controls and strategic direction. Grew membership by 200% and nearly doubled net assets since 2011.

Senior Controller | CHS Therapy, LLC
From December 2019 to July 2021 • 2 year(s)
Managed finance team for fast-growing healthcare company with 39 state facilities and $200M+ revenue. Successfully migrated Microsoft Dynamics GP365 to cloud and implemented new reporting processes.

President | Rainy Day Accounting Group, Inc.
From December 2018 to December 2019 • 1 year(s)
Led accounting firm offering tax preparation, payroll, and advisory services. Managed staff of seven and over 800-1000 clients with annual revenues under $1 million.

Director of Finance | Village of Highland Hills
From July 2016 to December 2018 • 2 year(s)
Implemented new accounting and payroll software conversion, managed departmental budgets across 20+ funds and 13 departments. Saved $24,000 annually in software maintenance fees.

Assistant Director of Finance | Village of Highland Hills
From February 2013 to June 2016 • 3 year(s)
Established written processes and procedures, analyzed payroll compliance issues. Identified $400,000 in additional obligations related to contractor classifications.

Finance Manager | Child Care Resource Center (CCRC)
From January 2016 to March 2016 • 0 year(s)
Analyzed financials and implemented corrective action plan for short-term project.

Accountant | Defense Finance Accounting Service (DFAS)
From March 2015 to January 2016 • 1 year(s)
Responsible for financial reporting for Department of Navy and Marine Corps using Oracle-based systems. Created monthly and quarterly report packages with proper accounting treatment.

Senior Consultant | M&A Consultants
From May 2012 to February 2013 • 1 year(s)
Provided accounting and finance consulting services.

Chief Auditor | City Of Cleveland
From August 2009 to October 2010 • 1 year(s)
Managed staff of auditors for excise tax administration and audits. Established compliance programs that increased monthly tax collections by over $10,000.

Senior Internal Auditor | RPM International
From March 2006 to December 2008 • 2 year(s)
Worked for $3.6 billion holding company with multi-national locations including Rust-Oleum and Tremco. Led fraud investigations and challenged audit findings.

Finance Manager | Adelphia Communications
From September 2004 to February 2006 • 2 year(s)
Managed monthly financial reporting process and coordinated operational analyses. Managed annual financial and capital budget processes.

President / CEO | Novation Products, Inc.
From November 2001 to January 2004 • 3 year(s)
Designed, developed and patented new electronic device.

Associate Consultant | Resources Connection, Inc.
From July 2000 to November 2001 • 1 year(s)
Eliminated accounting variances between books and vendor records for clients. Successfully settled over $110 million in differences for electronics distributor.

Senior Accountant | Federal Express / Caliber Technology
From June 1996 to March 2000 • 4 year(s)
Performed complex financial analysis and identified $488,000 accounting problem. Received Federal Express 'Bravo Zulu' Paid Award and Blue Ribbon Award.

Senior Accountant | Polytech, Inc.
From April 1992 to June 1996 • 4 year(s)
Responsible for invoicing, sales cycles, and monthly closings. Supervised accounts payable and organized new reporting methods.

Senior Auditor | Ernst & Young
From June 1989 to March 1992 • 3 year(s)
Determined audit approach and risk assessments during planning phase. Administered audits for various clients from non-profits to manufacturing companies.

Revenue Agent Co.-Op / Intern | Internal Revenue Service
From January 1987 to January 1989 • 2 year(s)
Performed audits of business and non-business tax returns. Researched tax code for taxpayer compliance.

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