|
|
| |
South Bay - Consulting & Service |
Specialties: CFO services: part-time, project or interim |
|
Stan MorrisCFO/MBA - Stan Morris Associates
Providing hands-on CFO, financial management and consultation services on an interim, part-time or project basis to a wide range of clients. Financial modeling expert for budgeting, planning, projections, M&A support for private companies and non-profit organizations.
|
| |
 |
(310)977-2257
|
|
 |
PO Box 3272
Torrance, CA 90510-3272 -
MAP
|
|
|
|
|
| Profession |
Consulting & Service |
 |
| Specialty |
CFO services: part-time, project or interim |
|
| Group |
SBAY2 |
|
| Business Name |
Stan Morris Associates |
|
| Title |
CFO/MBA |
|
| Address |
PO Box 3272
Torrance, CA 90510-3272
|
|
| Work Phone |
(310)977-2257 |
|
| Fax |
|
|
| Web Site |
www.stanmorrisassociates.com |
|
| Linked In |
View Profile |
|
| Member Since |
4/2011
|
| |
Information Not Available
|
| |
CFO AND CONTROLLERSHIP
- Interim, part-time
- Project-based or "on-call"
- Mentoring and training
- Policy and procedures
- Transitions and transactions
- Treasury management
CONSULTING:
- Evaluation and assessments
- Process improvement, work flow analysis
- Debt and financing issues
- Strategic Planning
- Board / Executive advisory services
- Best Practices
FINANCIAL REPORTING
- Internal and external financial reports
- Compliance reporting
- Dashboards and KPI tracking
- Ad hoc report design
- Quality-Control in reporting processes
- Cash planning and projections
FINANCIAL PLANNING &: ANALYSIS
- Ad hoc analysis, special projects
- Spreadsheet audit, rescue & repair
- Excel training
- "What if" financial modeling
- Budgeting - annual, quarterly
- Long-range financial projections
INFORMATION SYSTEMS
- General Ledger architecture /design
- Implementation project management
- System integration
- Optimization for controls, efficiency
- Data capture
- Data conversion
|
| |
We work with private (non-public) companies and non-profit organizations.
|
| |
MANUFACTURING / DISTRIBUTION:
Clothing manufacturer, Consumer products, Importer of specialty foods, Men's fashion shoes, Wholesale produce, Sports equipment
RETAIL:
Furniture / electronics rentals, Medical information management, Office equipment sales and service, Specialty & retail pharmacies, Stem cell storage, Yoga centers.
BUSINESS-TO-BUSINESS:
Business software, Cargo handling, E-commerce management, Equipment for film/TV production, Office equipment sales and service, Professional networking, Public Relations, Restaurant equipment, Medical and retail property management.
EDUCATION:
Medical School / University, Clinical research institute, Music conservatory, Job training.
HEALTHCARE BUSINESS-TO-BUSINESS:
Disease Management, Joint-ventures and clinical research, IPA Management, Management of Imaging Services, Medical HMO, Specialty pharmacies, Utilization Review, Vision HMO, Hospital management.
HEALTHCARE RETAIL SERVICES:
Acute care hospitals, Primary and specialty care clinics, Imaging services, Home health, Hospice.
|
| |
Information Not Available
|
| Charities |
The Jazz Bakery
The House of Hope (San Pedro)
|
| |
|
|
| Graduate Degrees |
Master of Business Administration - Cal State Dominguez Hills
|
| |
|
|
|
|
|
|
|
