Alex Morgan
Director of Finance, Group Reporting and Commercial Finance
- alex.morgan@example.com
- (555) 555-0100
- Austin, TX
- linkedin.com/in/alex-morgan-example
Summary
Finance director and qualified accountant leading a 14-person function across 5 legal entities in 3 countries, reporting to the CEO and to a board with private equity representation. Brought in to make the numbers trustworthy and then to make them useful: rebuilt the close, replaced the ERP, and built an FP&A capability that the commercial teams now come to before decisions rather than after. Comfortable in the boardroom and in the detail when the detail is what matters.
Skills
- Financial strategy and long-range planning
- Board and investor reporting
- Group consolidation and statutory reporting (IFRS / US GAAP)
- Treasury, cash flow and working capital management
- Budgeting and forecasting oversight
- External audit management
- Internal controls and risk management
- Finance team leadership and succession planning
- ERP selection and finance systems transformation
- Commercial and contract negotiation
- M&A support and financial due diligence
- Banking relationships and covenant compliance
- Tax planning coordination
- FP&A and business partnering oversight
Experience
Director of Finance
Northwind Labs, 2022 to Present
- Led a finance function of 14 across 5 legal entities and 3 countries, covering financial control, FP&A, treasury and transactional finance through 3 direct reports.
- Reported monthly to a board including private equity investors, owning the board pack, the covenant reporting and the quarterly investor update.
- Cut the group consolidation and close from 15 working days to 7 by standardising the chart of accounts across entities and moving intercompany reconciliation into the system rather than a spreadsheet.
Associate Director of Finance
Brightline Group, 2019 to 2022
- Led the selection and implementation of a new ERP across all 5 entities, delivered without a missed statutory deadline and with the legacy system decommissioned on schedule.
- Improved working capital by tightening the collections process and renegotiating payment terms with the three largest suppliers, releasing cash without drawing on the facility.
- Built the FP&A function from a single analyst to a team of 3, moving finance from retrospective reporting to a rolling forecast the commercial directors use in their own planning.
- Supported two acquisitions through financial due diligence and post-deal integration, including bringing both onto the group reporting calendar within one quarter.
- Managed the refinancing process with the lending bank, including the covenant model and the forecast pack supporting the facility.
Education
Bachelor of Science
Riverton University, 2015 to 2019