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Dave Morgan

Fractional CFO (Atlanta)

Dave Morgan is an accomplished CFO and finance executive with more than 37 years of financial leadership experience, including over 15 years in C-suite roles across healthcare IT, SaaS, hospitality and travel, digital marketing, CRM services, and tech-enabled services.

He has served as CFO for both public and private equity-backed companies ranging from $25 million to approximately $1.2 billion in revenue. His expertise includes financial strategy, cash flow optimization, ERP modernization, KPI development, board reporting, and finance team transformation.

Throughout his career, Dave has led financial and operational turnarounds, supported strategic exits, and executed M&A transactions on both the buy and sell sides, including diligence, negotiations, integration planning, and synergy execution. He is known for connecting corporate strategy to long-term financial models, annual budgets, and actionable performance dashboards. He brings a practical, data-driven approach to helping businesses strengthen liquidity, improve profitability, scale operations, and make better executive and board-level decisions.

Dave Morgan – Fractional CFO – Atlanta

Track record highlights

  • Creating rolling five year and 13 month financial models to support multi-year operational planning and reduction in time spent on annual planning cycles.
  • Designing and building data collection and KPI tracking tools to create reporting and dashboards used to monitor and manage the business.
  • Directed multiple acquisitions including purchase negotiations, due diligence planning/execution and synergy plan development/execution.
  • Creation of automated, intra-month revenue forecasts by customer that allow for greater visibility into revenue trends allowing time for action plans to be developed to address areas of concern.
  • Built strong and efficient finance teams by focusing on organizational design, talent assessment and development and empowering team members to make decisions to support the operations teams.
  • Modeled and executed on multiple off-shoring initiatives (captive and non-captive) to reduce operating costs.

Sector Experience

  • Technology, Media, and Telecoms
  • Healthcare
  • Human Resources & Recruitment

Dave's specialist skills

Analytics Wizard

Designed and built non-IT intensive data collection and KPI tracking platforms to focus companies on its key operational and financial metrics.

Cash flow Improvement

Designed and built complex, multi-scenario cash flow projection models to minimize working capital requirements and alert management on potential working capital short falls.

Outsourcing

Experience designing, managing and executing on the creation of captive and non-captive offshoring centers in India.

Budgeting & Forecasting

Designed and built flexible planning tools to insure tight alignment between financial budgets and key operational priorities.

M&A Specialist

Experience in leading and supporting M&A activities including purchase negotiations, due diligence planning and integration plan execution to protect the value created by the acquisition.

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