Sam Morgan
Engagement Director - Custom Accounting Solutions Team (CAST) at CliftonLarsonAllen | Mebane, North Carolina, United States
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Sam Morgan serves as the Engagement Director for the Custom Accounting Solutions Team (CLA CAST) at CliftonLarsonAllen, where he leverages his extensive background in financial leadership to provide tailored accounting solutions for a diverse clientele. With a rich history of serving both privately-held and publicly-traded companies across North Carolina, Sam brings a wealth of expertise in financial planning, reporting, and strategic initiative management. His role at CLA CAST involves overseeing a team of experienced CPAs and consultants who specialize in delivering customized accounting services that cater to the unique needs of startups, Fortune 100 companies, and non-profit organizations alike.
Under Sam's leadership, CLA CAST has successfully executed key projects that enhance operational efficiency and drive process improvement for clients. His proficiency in revenue recognition and statutory accounting ensures that clients not only comply with industry regulations but also optimize their financial performance. Sam's adeptness with tools such as Microsoft Excel and MS Excel Pivot Tables allows him to analyze complex data sets, providing actionable insights that inform strategic decision-making.
As a trusted advisor and business partner, Sam is committed to fostering strong relationships with clients, guiding them through financial challenges while identifying opportunities for growth. His leadership skills, combined with his deep understanding of the revenue cycle and property & casualty insurance, position him as a pivotal figure in the accounting landscape. Through his work at CLA CAST, Sam continues to exemplify excellence in the field, driving innovation and delivering exceptional value to clients across various sectors.
Engagement Director - Custom Accounting Solutions Team (CAST) at CliftonLarsonAllen in September 2016 to Present
Independent Consultant at Redgate Financial, Inc in March 2014 to September 2016
Chief Financial Officer at The Children's Home, Inc. in September 2012 to August 2013
Corporate Controller at Solstas Lab Partners in June 2009 to June 2012
VP Finance, Division Controller at LabCorp in November 1997 to October 2007
Additional Work History at Additional Work History in January 1974 to January 1997
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Financial Reporting
Process Improvement
Leadership
Financial Analysis
Forecasting
Strategic Planning
Internal Controls
Budgets
Accounts Payable
Finance
Healthcare
Mergers & Acquisitions
Accounting
Executive Management
Inventory Management
Laboratory
Accounts Receivable
Managerial Finance
General Ledger
Life Insurance
Microsoft Excel
PeopleSoft
Problem Solving
Team Building
Great Plains Software
Property & Casualty Insurance
Revenue Recognition
Business Analytics
Clinical
Cost Reduction
Drug Testing
Essbase
Financial Planning and Analysis
Key Performance Indicators
Laboratory Experience
Laboratory reimbursement
Management Consulting
MS Excel Pivot Tables
Microsoft Office
Microsoft Word
Profit Improvement
Revenue Cycle
Statutory Accounting
Toxicology
Microsoft Dynamics GP
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Discover more about CliftonLarsonAllenWhat is Sam Morgan email address?
Email Sam Morgan at [email protected] and [email protected]. This email is the most updated Sam Morgan email found in 2026.
How to contact Sam Morgan?
To contact Sam Morgan send an email to [email protected] or [email protected]. (updated on October 30, 2024)
What company does Sam Morgan work for?
Sam Morgan works for CliftonLarsonAllen
What is Sam Morgan's role at CliftonLarsonAllen?
Sam Morgan is Engagement Director - Custom Accounting Solutions Team (CAST)
What is Sam Morgan's Phone Number?
Sam Morgan's phone (704) ***-*108
What industry does Sam Morgan work in?
Sam Morgan works in the Accounting industry.
Sam Morgan Email Addresses
Sam Morgan Phone Numbers
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