CV Template 0017

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+1 (970) 333-3833

Patrick Morgan [email protected]


linkedIn.com/patric.morgan

Summary
Skilled Financial Manager adept at increasing work
process efficiency and profitability through functional and
technical analysis. Successful at advising large
corporations, small businesses, and individual clients.
Areas of expertise include asset allocation, investment
strategy, and risk management.

Highlights Expierence
 Strategic and financial planning FINANCE MANAGER - 09/2015 to 05/2019
expert M&K FINANCIAL GROUP, NEW YORK
 Accurate forecasting  Manage the modelling, planning, and execution of
 Process implementation all financial processes.
 Staff leadership and  Carry short and long-term custom comprehensive
development financial strategies to reach company goals.
 Business performance  Recommended innovative alternatives to generate
improvement revenue and reduce unnecessary costs.
 Proficient in SAP, Excel VBA  Employed advanced deal analysis, including
hands-on negotiations with potential investors.

Education  Research market trends and surveys and use


information to stimulate business.

BACHELOR OF SCIENCE: FINANCE - 2014


FINANCE MANAGER - 09/2013 to 05/2015
COLUMBIA UNIVERSITY, NEW YORK
AGO FINANCIAL GROUP, NEW YORK
 Drafted executive analysis reports highlighting
BACHELOR OF SCIENCE: FINANCE - 2011
business issues, potential risks, and profit
COLUMBIA UNIVERSITY, CHICAGO
opportunities.
 Recommended innovative alternatives to generate
revenue and reduce unnecessary costs.
Certifications  Employed advanced deal analysis, including
hands-on negotiations with potential investors.
Certified Management Accountant  Analysed market trends and surveys and used
information to revenue growth.

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