Alex Morgan (sample)
CFO
Summary
Chief Financial Officer with 15+ years leading finance at growth-stage and mid-market companies. Owns FP&A, treasury, controllership, tax and investor relations. Led a Series C raise, an ERP migration and two acquisitions, partnering with the CEO and board on strategy, capital allocation and long-range planning.
Experience
Chief Financial Officer, Northwind Software
2020 - Present- Led a $60M Series C raise, running diligence, the data room and investor negotiations to close in 5 months
- Rebuilt budgeting and forecasting, cutting the monthly close from 12 to 6 working days and holding forecasts within 3% of actuals
- Raised gross margin from 68% to 74% in three years through pricing, hosting and vendor renegotiation
- Integrated two acquisitions and delivered $4M of annual cost synergies against a $3M plan
VP Finance, Harbor Industrial Group
2014 - 2020- Managed a 22-person team across FP&A, accounting, tax and treasury
- Cut days sales outstanding from 58 to 41, releasing $7M of working capital
- Delivered an ERP migration on schedule and 8% under budget; three consecutive clean external audits
Skills
Financial planning & analysis (FP&A) | Capital raising | M&A and due diligence | Treasury and cash management | Investor relations | GAAP / IFRS reporting | Internal controls and SOX | Tax strategy | ERP and finance systems | Scenario modelling | Board communication | CEO partnership | Team leadership | Negotiation | Change management | Decision-making under uncertainty
Education
- MBA, Finance (or equivalent)
- BSc, Accounting or Finance
Certifications
- CPA or equivalent chartered accountant qualification
- CFA (optional)