David P. Morris has 17 years of experience in financial auditing and sales. He founded Talos Analytical Systems, a consulting firm providing financial auditing services and sales tax advisory. As Regional Audit Manager for CRC, Inc., he directed auditing personnel and improved clients' operations by identifying fraudulent activities and implementing new software. Morris has a history of exceeding sales quotas and developing strategic partnerships to expand market reach. He has a Bachelor of Science in Business Administration from LeTourneau University.
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Senior Finance and Business ProfessionalMonica Treacy
• Dynamic, collaborative leader with passion for development and execution of programs to help businesses achieve full growth and profit potential.
• Track record in finance, administration, operations, process development, planning, reporting, and delivering data-driven insights to drive business performance.
• Accomplishments across all levels of organization including Corporate Finance, Sales, Manufacturing, Retail and Operations.
• Outstanding analytical, technical, presentation, communication and interpersonal skills to effectively lead and mobilize diverse groups and organizations.
• Finance, Planning, Reporting & Analysis
• Key Metrics & Dashboards
• Project Management
• Budgeting, Forecasting & Trend Analysis
• Pricing, Costing, ROI Optimization
• Strategic Planning
• Capital Budgeting & Tracking
• NPV / Cost Benefit Analysis
• Process Improvement
Need a current resume template? Wortha Look has been our go to format for candidates that we submit. Want advice on what to include and what to leave out? Check out our resume content advice at http://www.blackriverventures.com/resume-tips.html
Senior Finance and Business ProfessionalMonica Treacy
• Dynamic, collaborative leader with passion for development and execution of programs to help businesses achieve full growth and profit potential.
• Track record in finance, administration, operations, process development, planning, reporting, and delivering data-driven insights to drive business performance.
• Accomplishments across all levels of organization including Corporate Finance, Sales, Manufacturing, Retail and Operations.
• Outstanding analytical, technical, presentation, communication and interpersonal skills to effectively lead and mobilize diverse groups and organizations.
• Finance, Planning, Reporting & Analysis
• Key Metrics & Dashboards
• Project Management
• Budgeting, Forecasting & Trend Analysis
• Pricing, Costing, ROI Optimization
• Strategic Planning
• Capital Budgeting & Tracking
• NPV / Cost Benefit Analysis
• Process Improvement
Dynamic career with success designing and implementing effective procedures to improve the efficiency of daily operations, developing and deploying strategic sales/marketing plans and achieving record breaking increases in profits and productivity.
Technically sophisticated and business-savvy sales management professional with unique experience leading technology professionals, managing state of the art business operations, collaborating with cross functional teams, strategizing in allocation IP assets, and being an innovator with organizational expansion projects that drive top line growth utilizing quantitative analysis techniques. Also adept at spearheading technological innovations including SaaS, IaaS, and delivering simultaneous mission critical projects on time and under budget.
Dynamic career with success designing and implementing effective procedures to improve the efficiency of daily operations, developing and deploying strategic sales/marketing plans and achieving record breaking increases in profits and productivity.
Technically sophisticated and business-savvy sales management professional with unique experience leading technology professionals, managing state of the art business operations, collaborating with cross functional teams, strategizing in allocation IP assets, and being an innovator with organizational expansion projects that drive top line growth utilizing quantitative analysis techniques. Also adept at spearheading technological innovations including SaaS, IaaS, and delivering simultaneous mission critical projects on time and under budget.
► Engaging Operations and Strategy Executive possessing a winning blend of business expertise, skill in operations management, and practical experience. Experienced in driving revenue growth and brand visibility in challenging markets.
► Leverages a unique mix of strategic and analytical expertise, consistently exceeding performance and revenue goals by aligning the effort of strong teams with organizational objectives.
EXECUTIVE LEADER: SALES AND BUSINESS DEVELOPMENT
Drives revenue and increases sales as enthusiastic company advocate.
Identifies and mentors talent, leading by example and inspiring sales teams.
Captures vertical and horizontal revenue opportunities based on market trends and competitive landscape.
Consults with customers to understand needs and create successful solutions that generate revenue.
Strategically identifies and champions customer-converting tools, contact strategies, and brand messaging.
Collaborates effectively across functions and advises executive leadership.
1. continued…
DAVID P. MORRIS Spring, TX 77338 832.493.3624 outhere45@aol.com
FINANCIAL AUDITING & SALES EXECUTIVE
17 years’ success leading financial auditing and technology sales operations
Repeated success guiding sizeable, cross-functional engineering and product development teams in the
design, redesign, and launch of leading-edge business solutions. Talent for launching sales programs that
generate record-setting sales revenues. Expert presenter, negotiator, and businessperson; able to forge
solid relationships with partners and build consensus across multiple organizational levels.
HIGHLIGHTS OF EXPERTISE
Strategic Business Planning
Cost Reduction and Avoidance
Cash Flow Optimization
Contract Development / Negotiations
Budget Administration / Management
P & L Accountability
Process Redesign / Change Management
Team Building and Leadership
CAREER EXPERIENCE
TALOS ANALYTICAL SYSTEMS, HOUSTON, TX
FOUNDER & CEO (2015 to Present)
Formed a consulting firm that provides a range financial auditing services in the areas of A/P, Contract
Compliance, Expense Reduction, as well as Sales Tax Advisory.
Recovered more than $1M for a client through the identification of contractor billing errors
caused by unapproved cost increases for service rendered.
Significantly reduced operating expenses for a Fortune 500 company by rapidly executing data
migration to a new Accounting System. Improved the client’s internal control efficiency and
reduced risk because of our audit findings.
CRC, INC, HOUSTON, TX
REGIONAL AUDIT MANAGER (January 2004 to Present)
Direct all auditing personnel responsible for the delivery of audit, recovery, and consulting services to a
diverse set of clientele.
Improve decision-making capacity of CFO and Controller through effective consultation on special
projects.
Provide impeccable service to our clients’ management teams by compiling report packages of all
audit findings.
Identified numerous inefficiencies in clients’ operations by uncovering fraudulent activities.
Increased CRC’s operating efficiency through risk management, identifying accounting errors,
and implementing new software applications that automated manual tasks.
Assist Marketing and IT departments on an ad hoc basis.
PANASAS INC, HOUSTON, TX
ACCOUNT EXECUTIVE (April 2002 to January 2004)
Created sales strategies for targeting and acquiring new business sales in specified geographic regions,
verticals, and key accounts.
2. DAVID P. MORRIS Page 2
Exceeded annual sales quota by $750k.
Developed strategic partnerships with manufacturers and resellers to widen the exposure and
marketability of our products.
Increased client retention by managing existing accounts and leveraged rapport with key
contacts to soften the impact of delayed product launches and falling short of expectations.
UNIQUE DIGITAL, INC, HOUSTON, TX
SENIOR ACCOUNT EXECUTIVE (November 1999 to April 2002)
Self-generated leads through cold calling, seeking referrals from existing clients, and marketing activities
through web and print publications.
Exceeded annual sales quota by $7M.
Successfully opened a new office in the UK by establishing sales and engineering partners in the
region. The office generated $3M in revenue, and led to additional expansions across Europe.
Created a training and continuing education program to accelerate the onboarding of new
Account Executives and Engineers, as well as bolster the product expertise of existing
employees.
Additional experience as a Senior System Engineer for BP Corporation.
EDUCATION
BACHELOR OF SCIENCE IN BUSINESS ADMINISTRATION
LeTourneau University, Longview, TX
3.95 GPA (Cum Laude), Distinguished Student Award