Houston, TX (September 8, 2022) – Jake Morris, WP Edge Senior Manager, has joined the Leukemia & Lymphoma Society Big Climb Houston Executive Committee.
The Big Climb is a fundraising challenge where participants climb the stairs of an iconic building in their local community in order to raise critical funds for The Leukemia & Lymphoma Society (LLS). The mission of LLS is to cure leukemia, lymphoma, Hodgkin’s disease and myeloma, and to improve the quality of life of patients and their families.
“Giving back to the Houston community is something we are passionate about at Whitley Penn,” stated Audit Partner and Partner-in-Charge of the Houston office, Nathen McEown. “Jake’s dedication and involvement with the mission of the Leukemia & Lymphoma Society demonstrates his devotion to the cause. We are proud of him and support him as he steps into this role and are looking forward to watching him succeed.”
Morris has more than 12 years of experience in the accounting industry, including six in public accounting and four as a controller. He has fine-tuned his accounting knowledge throughout his career by focusing on personnel/department management and leadership, banking relationships, month-end procedures and reconciliations, financial statement presentation and analysis, budgeting/forecasting, evaluation of financial ratios, debt compliance, and development/analysis of financial reports. Morris excels at improving client relationships and is a highly skilled communicator who strives for maximum transparency between his team and the people they serve.
Before joining Whitley Penn, Morris served as an audit manager and then as a controller. In his role as an audit manager, he led audit teams in performing risk-based financial statement audits for public and private corporations, as well as employee benefit plan audits. Working as a controller, Morris leads an accounting department of 12 people while also managing executive expectations to allow for a smooth and efficient operation of the accounting and finance functions at the firm.
Morris is a member of the American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TXCPA).
Morris received his B.B.A. in Accounting from Baylor University and his M.S. in Accountancy from the University of Houston.Career News