Deb Morgan

Senior Finance, Operations & M&A Executive

25 years of solving hard problems for complex organizations.
I step in, do the work, and stay until it's done.

Transformation  ·  Accountability  ·  Results

Available for Contract  ·  Interim  ·  Special Projects  ·  Select Full Time Opportunities

Let's Talk Book a Free Discovery Call

Expertise

What I Bring

Finance & Operations Transformation

End-to-end operational and financial improvement - from assessment through execution.

M&A Integration & Due Diligence

Buy-side due diligence, valuation validation, purchase price accounting (ASC 805), and post-close integration through steady-state handoff.

Independent VP Operations & Finance Leadership

Senior operations leadership on a flexible basis - without the full time cost.

Special Projects & Interim Leadership

High priority initiatives that need focused senior attention and accountability.

ERP Strategy & Implementation

Vendor-neutral ERP advisory - NetSuite, Oracle, SAP, QuickBooks - from selection through go-live.

Change Management & Adoption

People-first transformation - ensuring teams embrace and sustain change after go-live.

Post Go-Live Recovery

Stepping in when implementations have stalled, gone over budget, or lost momentum.

Delivery Operations & Team Performance

Improving delivery team effectiveness and turning struggling implementations into successful outcomes.

Process Improvement & Internal Controls

Documenting, streamlining, and strengthening the operational backbone of your business.

Client Rescue & Customer Success

Stepping into distressed client relationships, rebuilding trust, and turning at-risk accounts into long term successes.

Cost Accounting & Manufacturing Finance

Deep manufacturing roots - standard costing, variance analysis, inventory management.

Approach

How I Work

I step in quickly, own the work independently, and drive results. Whether it is a short term contract, interim engagement, or special project - I bring 25+ years of senior operations and finance leadership to every engagement. I work with companies that need experienced hands during a critical period without the long term commitment of a full time hire. I am also selectively open to the right full time leadership opportunity where I can make a meaningful long term impact.

I am not a strategy-only consultant. I roll up my sleeves, work alongside your team, and stay until the job is done.

I also bring practical AI fluency to every engagement - using modern tools to accelerate analysis, improve efficiency, and deliver better outcomes faster.

Available For

Background

Career Snapshot

Google (Independent Contractor)
International Billing Platform Migration (2+ Years)
Fortune 500 Technology Company (Independent Consultant)
Financial Reconstruction & Spin-Off Preparation
Advanced Micro Devices (AMD)
Worldwide Cost Accounting Controller
Quantum Corporation
Cost Accounting & Inventory Control Manager
Sunrun, Inc.
Director, Accounting Operations
Symphony Talent
Sr. Director, NetSuite Operations
Celigo
Director, Solutions Consulting
Zone & Co
Vice President, Operations
Dura Software
Director, NetSuite Operations & Acquisitions
GovSense / InnoVergent LLC
Vice President, Delivery & Strategy

ERP & Finance: NetSuite (OneWorld, SuiteBilling, ARM)  ·  OpenAir  ·  Oracle  ·  SAP  ·  QuickBooks  ·  Workday Adaptive Planning  ·  AvaTax
CRM & Customer Experience: Salesforce  ·  HubSpot  ·  Zendesk
Integration: Celigo
BI & Analytics: Domo
eCommerce & Payments: Shopify  ·  Magento  ·  WooCommerce  ·  Stripe
Implementation & PM: GuideX  ·  Jira  ·  Smartsheet  ·  NetSuite Projects
AI: Anthropic Claude 101  ·  AI Fluency & Prompt Engineering - Anthropic

About

25 Years.
One Mission.

Deb Morgan

25 years at the intersection of finance, operations, and technology. Across every role, every challenge, and every organization, one thing has never changed — I'm the person who steps in, rolls up their sleeves, and stays until the job is done. My career spans manufacturing, SaaS, CleanTech, GovTech, and professional services - always focused on the same thing: turning complexity into clarity and driving real, measurable outcomes.

I founded Westwood Advisory Group to do this work on my own terms - bringing senior executive expertise to organizations that need it most, at a scale and price point that works for them.

Westwood Advisory Group is led by Deb Morgan, a senior operations and finance executive with 25+ years of experience. Engagements are supported by a trusted network of specialists brought in as needed to deliver the right expertise for every project.

Based in Coeur d'Alene, Idaho. Available nationwide.

25+ Years Experience
10+ Companies Served
8+ Industries
100% Hands-On

Get In Touch

Ready to Start a Conversation?

Whether you have a specific challenge in mind or just want to explore whether there is a fit - I would love to hear from you.

Available for Contract  ·  Interim  ·  Special Projects  ·  Select Full Time Opportunities

info@westwoodadvisorygroup.com Schedule a Free 15-Minute Discovery Call