FELIX MORGAN

CFO & COO @ PCF INSURANCE SERVICES

SENIOR FINANCE AND OPERATIONS EXECUTIVE driving profitable growth for multibillion-dollar private equity owned, Fortune 500 and Fortune 50 public companies.

WHAT I’M KNOWN FOR:
I form high performance teams to drive growth and create processes to drive margin expansion and profitability. My achievements include acquisitions, triple digit post-acquisition growth, global expansion, driving improvements in operations, and turning around multibillion-dollar businesses.

PERFORMANCE:
My teams consistently deliver results–
* Led two acquisitions in first year including a multi-billion dollar public to private transaction.
* Tripled profitability post-acquisition after acquiring two industry leading competitors.
* Led segment from creation to $100M+ through growth, M&A, and international expansion.
* Operational finance lead in a successful ownership restructuring event perparing for IPO.

FINANCE, OPERATIONS, AND LEADERSHIP:
I build business through building scalable processes–
* Simultaneously integrated two competitors that created leading products and considerable income for all parties.
* Reduced software release time by 50% through the implementation of product management and agile development methodologies.
* Implemented global call center, CRM, ERP, financial reporting, and business intelligence systems and processes to enable margin expansion.

VALUE:
What makes me most valuable is my initiative and ability to drive profitable results through forming great teams and continually improving operational processes to exceed customer expectations. Finance is my core strength, operational improvement is my passion, and my enjoyment from building great teams drives my leadership results.