Kathleen Moren

Current

• Chief Financial Officer at Roskamp Sun Health Management and Development

Past

• Chief Financial Officer at Canyonview Resorts
• Controller at Landiscor Aerial Information
• Chief Financial Officer at Life-Flo Healthcare Products

• Assistant Controller at Polymicro Technologies

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Education

• University of Phoenix
• Temple University

Connections

23 connections

Industry

Real Estate

Kathleen Moren’s Experience

• Chief Financial Officer

  Roskamp Sun Health Management and Development

  (Real Estate industry)

  September 2008 — Present (11 months)

• Chief Financial Officer

  Canyonview Resorts

  (Real Estate industry)

  April 2006 — July 2008 (2 years 4 months)

• Controller

  Landiscor Aerial Information

  (Privately Held; 11-50 employees; Information Technology and Services industry)

  April 2004 — April 2006 (2 years 1 month)

  •Key management position responsible for the strategic planning, development and leadership for the corporate finance and administrative organization.
  •Responsible for financial reporting, including cash flow forecasting, budgeting, key indicator analysis, trend analysis, and financial statements for eight companies and consolidated parent company.
  •Managed Accounting and IT department, servicing seven locations.
  •Member of Senior Management, responsible for developing business strategies and company policies.
  •Developed new banking relationships, resulting in an increased line of credit, stronger cash flow management, and reduction in costs.
  •Remodeled cost of sales analysis, increasing financial accuracies.
  •Researched, negotiated, and successfully implemented VOIP phone system, integrating voice and data for seven locations.

• Chief Financial Officer

  Life-Flo Healthcare Products

  (Consumer Goods industry)

  April 2003 — April 2004 (1 year 1 month)

  •Responsible for cash flow forecasting, budgeting, and financial reporting for five companies, and consolidated parent corporation
  •Reviewed sales data, performed trend analysis, analyzed broker performance, and advised CEO.
  •Managed accounting, human resources, payroll, IT, shipping and stockroom departments.
  •Developed job costing and inventory valuation methods for two locations.
  •Transitioned company from manual inventory and job costing system to MYSIS manufacturing system.
  •Implemented cost saving measures for insurance, employee benefits, taxes, IT, and graphic arts.
  •Developed departmental procedures that resulted in positive cash flow, decreasing debt, increasing cycle count accuracies to 98%, and expedited financial reporting.
  •Prepared company for external financial audits.

• Assistant Controller

  Polymicro Technologies

  (Consumer Goods industry)

  April 2000 — April 2003 (3 years 1 month)

  •Direct, support, lead and supervise accounting staff.
  •Responsible for all account reconciliations, financial reporting, budgeting, and audit preparation.
  •Prepared cash flow analysis, sales forecasts, and job margin analysis.
  •Prepared internal financial and procedural audits to assure financial and external audit compliance.
  •Developed job costing, scrap analysis, and margin reports to analyze manufacturing trends and operation costs to identify weaknesses.
  •Implementation team lead and project manager, transitioning company to Mapics Pointman MRP system.
  •Developed job and inventory costing strategies, structuring Mapics to accurately reflect strategy.
  •Designed processes and procedures to maximize the benefits of the MRP system.
  •Coordinated and lead company wide system training program.

Kathleen Moren’s Education

• University of Phoenix

  2004 — 2006

• Temple University

  BA , Economics , 1991 — 1993

  Graduated Magna Cum Laude

  Activities and Societies:

  Economic Department Honor Recipient

Additional Information

Kathleen Moren’s Interests:

MRP System Implementations Quickbooks Pro Certified

Kathleen Moren’s Groups:

Institute of Management Accountants - Valley of the Sun
The College Mom Community - TCMC
Arizona Humane Society Volunteer and Foster Care Program

•    Temple University Alumni Group
•    Phoenix CEO-CFO Group
•    IMA Valley of the Sun
•    Phoenix Accounting & Finance Networking
•    Arizona: Accounting and Finance Networking Group

Kathleen Moren’s Honors:

Economic Department Honors Recipient Temple University

Kathleen Moren’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch