MORGAN M. HUNT
806 Pelton Avenue * Santa Cruz, CA 95060 * 619.888.6905 *
SUMMARY OF QUALIFICATIONS
Highly organized and detail-oriented Bookkeeper and Accounting Analyst with a
demonstrated track record of accurately handling accounting transactions,
reporting and analysis in deadline-oriented environments.
* Skilled in all aspects of recording transactions, posting debits and credits,
complex account reconciliations, and ensuring accuracy and completeness of data.
* Proficiency in managing accounts payable and accounts receivable, generating
invoices and monthly statements for clients.
* Proven ability to identify and implement improvements to automate reporting
processes and increase efficiency and productivity.
* Excellent computer skills; proficient with Microsoft Excel, Microsoft Word,
Microsoft Access, QuickBooks, Sun Systems Financials & Vision reporting, Softrax,
Salesforce, Intacct, Peachtree, and TaxWare. Able to learn proprietary
systems/applications quickly and easily.
Skill Proficiencies
* Forecast Models
* Royalty Calculations
* Reconciliation
* Accounts Payable/Receivable
* Revenue Recognition
* Technology Integration
* Process Improvement
* Multi-Entity and Currency Transactions
* Form 1099 and Sales Tax Return Preparation
PROFESSIONAL EXPERIENCE
V3 Design, LLC - Scotts Valley, California, 05/2009 - Present
Bookkeeper
Maintain general ledger, reconcile accounts, produce financial statements,
record all accounts payable and payroll transactions, and prepare monthly and
quarterly payroll and sales tax returns.
Artistic Granite & Marble, Inc. - San Mateo, California, 04/2009 - Present
Bookkeeper
Internally audited financial transactions in accordance with IRS audit on
2007-2008 tax returns. Located gaps and errors over three years of financial
history and reconciled all accounts. Worked closely with tax preparer and created
work papers in compliance with audit requests within strict deadlines. Generated
financial statements for officers and outside tax agencies.
G.W. Joel Construction, Inc. - Soquel, California, 08/2005 - Present
Bookkeeper
Manage all accounts payable transaction and office-related inquiries, verifying
and posting debits and credits, and reconciling all accounts. Prepare management
reports and financial summaries using QuickBooks.
Dimitrios Hoularis Construction - La Selva Beach, California, 02/2009 - 10/2009
Bookkeeper
Entered two years of financial transactions in order to supply tax preparer with
a complete set of books to compose backdated 2007 and 2008 tax returns from.
Verified and posted general ledger transactions and reconciled all accounts.
The MediaTile Company - Scotts Valley, California, 01/2009-Present
Accounting Consultant
Played key role in financial system transition and the development of sales and
financial reporting tools. Facilitated reconciliation of service billings to
portal activity and vendor invoices.
Key Contributions:
* Reconciled customer billings to vendor invoices, compiled in-depth variance
analysis.
* Developed monthly sales analysis model for all products and services.
* Assisted in data migration between financial systems (Intacct and
Peachtree).
* Customized reports and forms in Peachtree
Websense, Inc. - San Diego, California, 08/2008-01/2009
Accounting Consultant
Headed several critical system analysis and account reconciliation projects by
collaborating with global accounting, tax, HR and legal groups. Developed
solutions and maintained accurate, timely deliverables in alignment with the
business rules and practices.
Key Contributions:
* Developed a solution to help reconcile account variances in 36 corporate
entities to aid financial system consolidation. Rectified currency composition in
all balance sheet accounts, enabling use of Sun system revaluation.
* Designed model to simulate system exchange rate revaluation for 36 entities
in all accounts to validate impact, as no system check was in place.
* Audited financial system for outstanding intercompany loans and interest in
arrears. Identified 7 loans and ]$6m in interest not recorded in the general
ledger. Constructed schedule to track notes and forecast accrued interest.
* Completed global headcount reconciliation for employees coded to incorrect
business units and departments, resulting in 35% reduction of errors within 3
systems.
The MediaTile Company - Scotts Valley, California, 04/2008-09/2008
Sr. Business Information Analyst
Leadership role in the implementation of Salesforce and Intacct, the company's
CRM and financial systems, maintaining ahead-of-schedule deliverables. Developed
reporting metrics and trained sales team on leveraging Salesforce.
Key Contributions:
* Developed a SKU list of 1200 items and streamlined user band price list
functionality in Intacct and Salesforce.
* Performed data migration of customer accounts, contacts and leads into
Salesforce using information from Excel, Outlook, Adobe and QuickBooks.
* Assisted in data migration between financial systems (QuickBooks and
Intacct).
* Initiated Ewaste registration and compliance with state tax regulations and
determined outstanding liability.
Websense, Inc. - Scotts Valley, California, 10/2007-03/2008
Accounting Analyst
Performed general ledger functions, including account analysis and
reconciliations, COGS and royalty accruals, deferred revenue roll-forward and
journal entries. Teamed with auditors for sales tax submission on a monthly
basis. Monitored accuracy and integrity of global order processing teams in
compliance with company and revenue recognition policies.
Key Contributions:
* Composed an FY08 OEM billings forecast for incoming royalty payments, which
enabled accurate budgeting for the business development team.
* Played a key role in the buy-back of appliance stock in both domestic and
international channels during the acquisition of SurfControl, which relied
entirely upon Excel model created to track inventory.
SurfControl, Inc. - Scotts Valley, California, 04/2004-10/2007
Accounting Analyst
Carried out general ledger functions, including account analysis and
reconciliations, COGS and royalty accruals, deferred revenue roll-forward and
journal entries. Teamed with auditors for sales tax submission on a monthly
basis. Monitored accuracy and integrity of global order processing teams in
compliance with company and revenue recognition policies.
Key Contributions:
* Developed comprehensive Excel model to track global sales, COGS amortization,
sales commissions and depreciation of the Web Filter Appliance product.
* Composed renewals forecast model based on historical billings data and
trends, projecting potential revenue for different subscription renewal terms.
* Analyzed sales orders for revenue compliance and raised invoices.
* Headed the GAPS Project, significantly reducing duplicate and inaccurate
customer and product information in Softrax and Salesforce.
* Performed analysis to estimate the company's revenue implications upon going
public in compliance with GAAP revenue recognition policies.
* Developed several processes for revenue recognition, invoicing, order entry
and quote generation, including extensive PowerPoint manuals ]40 pages long.
Frito-Lay Inc. - Aiea, Hawaii, 2002-2004
Budget and Planning Administrator
Assistant to the Operations Manager, compiled progress summaries on the
manufacturing plant's performance for financial planning and analysis. Produced
ad hoc analysis projects as needed.
Scotts Valley Sprinkler & Pipe Supply - Scotts Valley, California, 1997-2002
Accounts Payable and Receivable Specialist
Carried out general ledger functions, including account analysis and
reconciliation, journal entries, and accounts payable and receivable. Worked with
Controller to establish payment schedules for vendors and run payroll.
EDUCATION
CABRILLO COLLEGE - Aptos, California, 2000-2009
In excess of 60 semester units completed (3.5+ GPA), including all lower level
accounting courses offered.
TRAINING
Software Revenue Recognition Bootcamp - San Jose, California, 2007
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