Nathan Morgan

Background

About Nathan Morgan

8+ years of financial experience working directly with executive leadership to analyze opex and capital portfolios, identify opportunities and risks, and present/discuss actionable solutions that prioritize and achieve strategic objectives within budget. 6+ years supporting technology organization completing strategic cost analysis and business case development for various product life cycles, monitoring capital project delivery, and evaluating on-going costs. 2 years in Food & Beverage completing FP & A and operations finance support to drive EBITDA growth. Identify and report outliers of bottom performance, report on status and results of $15M kitchen efficiency technology program, and lead frequent training roadshows to General Managers to explain financial metrics, variable cost drivers, and new labor tool. In Total, Responsibilities include AOP/ACP creation, consolidation, month-end close, forecast, variance analysis, journal entries, regression analysis, KPI model creation, senior leadership presentations, financial literacy training, and ad-hoc reporting. Utilize various systems including SAP, Clarity, Business Intelligence, Microsoft Office/Excel, and basic SQL for report building. MBA (‘16) with 3.9/4.0 GPA, concentrations in Finance and Mgmt, and a B.S. in Finance (‘10). Prior experience in financial services, portfolio management, and project management with interests in private equity and investment banking (held Series licenses and financial modeling certifications).