Joseph A. Morris C.P.A

Orange County, CA

(949) 636-6712 josephamor@icloud.com

Executive Summary Results oriented executive with 25+ years of experience in controller, project management and ERP implementation roles in a variety of industries (manufacturing, professional and engineering services,

construction, real estate, transportation, agriculture and property management). Seeking a position as a Senior ERP Consultant.

Expertise

Successfully transitioned from controller to ERP consultant/project manager, with hands on experience at implementation of Acumatica ERP (Saas), Syspro ERP, Microsoft Dynamics SL and Savant WMS.

Experienced with Acumatica (Saas), Syspro, Microsoft Dynamics GP, Microsoft Dynamics SL, Savant WMS, MAS90, FRX, Crystal Reports, Excel, Access, Powerpoint and SQL.

Experienced in all aspects of accounting management including GAAP, general accounting functions, budgeting, forecasting, reporting, credit and collections. Significant expertise with inventory management in both distribution and manufacturing industries.

Professional Experience

Senior Implementation Consultant Collins Computing 2015 - Present

Implemented 2 successful ERP installations in first five month, (requirements definition, software selection, model design, data conversion, report writing, go live support)

Created first successful import of web orders from Shopify web store

Achieved billable status within two weeks of joining the organization through self training

Senior ERP Consultant Syspro Software 2013 - 2015

Project managed and performed 8 successful implementations inclusive of integration to add on modules

Joined as project manager but transitioned into ERP consultant role after 1 year

Identified and implemented improvements for existing customers; performed site audits

Chosen by sales staff to assist with on-site demo of product features

Controller - Business Units Goglanian Bakeries (now Rich Products) 2012 - 2013

Reduced closing timeframes and significantly improved reporting of Syspro ERP system for $200M food products manufacturer

Improved reporting of all financial and operational data for monthly management package

Created new ad hoc reports (Crystal) increasing visibility of issues in manufacturing process

Corporate Controller Big Train (now Kerry Products) 2010 - 2012

Streamlined processes for accounting department of $60M food products company by improving functionality of Microsoft Dynamics GP system

Implemented warehouse management software which reduced physical inventory process from 6 to 2 days

Utilize Microsoft Dynamics GP tables to create Access based budgeting system

Created first profitability reports by sales channel and major customers using data mined from GP and external sources

Joseph A. Morris…Page 2

Corporate Controller Cibola Systems 2007- 2010

Converted $5M engineering company from MAS90 to Microsoft Dynamics SL

Implemented new open book management process

Led project for build out and move to new offices

Corporate Controller Merit Property Management 2006 - 2007

Managed staff of 5 in all aspects of corporate accounting including, financials reporting, budgeting accounts payable and payroll

Organized and issued company’s first audit report in one month

Corporate Controller Anza Management 2005 - 2006

Responsible for all accounting functions including cash management, financials reporting, accounts payable and payroll for 79 separate entities. 3 Direct Reports, total staff of 15

Evaluated and selected new property management system (Yardi)

Independent Consultant 2000-2005

Minuteman Press Improved sales by 30% for small printing company

West Coast Painting Interim Controller reduced over 60 day receivables by 60%

MicroVention, Inc. Implemented ERP system (Expandable) for medical device company

ERP Consultant FutureNext Consulting 1998 - 2000

Managed implementation of Oracle financial suite and oversaw the training of entire financial team

Vice President, Administration J.G. Boswell Company 1989 - 1998

Implemented company-wide information system project utilizing Oracle and PeopleSoft products for $250M agricultural company

Completed sale of biotech firm resulting in $10M profit to the company

Controller Australian New Zealand Line 1987 - 1989

Successfully transferred all financial functions from overseas parent to newly created U.S. subsidiary

Controller (California Division) Crowley Maritime 1981 - 1987

Implemented new reporting processes for consolidation of over 75 entities.

Worked with IT to develop budget process that cut budgeting timeframes in half

Was selected as one of 5 individuals to revamp entire corporate reporting structure

Audit Supervising Senior Main Hurdman (now KPMG) 1977 - 1981

International CPA firm. Performed audits and prepared tax returns for various clients

Education and Certifications

University of San Francisco – Bachelor of Science in Accounting June 1977

Certi fied Public Accountant – State of California June 1980