Chad Morgan
Porter Ranch,CA
Summary
Dedicated Associate Account Manager with 3 years of experience streamlining financial processes, ensuring compliance, and providing top-notch client service. Proactively address client needs, develop comprehensive reports, and maintain accurate financial records. Adept at managing inventory, coordinating events, and driving sales growth. Skilled in interpersonal communication, leadership, and strategic decision-making.
Overview
4
4
years of professional experience
Work History
Associate Account Manager
Gursey Schneider
Century City, CA
10.2024 - Current
- Proactively address client needs, I developed comprehensive reports that consistently monitored and confirmed all client requirements were being fulfilled
- Maintained accurate internal records, I prepared comprehensive Month-end reports, meticulously reviewing all transactions to verify proper recording
- Created and maintained detailed general ledger accounts and maintained accurate records of financial transactions
Bookkeeper
Gelfand, Rennert, & Feldman LLP
Encino, CA
11.2022 - 06.2024
- Maintained cash flow records and generated cash flow projections to inform strategic decision-making
- Performed monthly bank reconciliations to ensure accuracy of financial reports
- I efficiently addressed all customer needs, prioritizing prompt resolution to ensure a timely experience
Manager
LA Donut
Los Angeles, CA
09.2020 - 11.2022
- Confirmed that all events are properly scheduled and all necessary staff members are assigned to work for each event
- I simultaneously managed the sales of our existing product line while actively developing new product offering
- Resolved customer complaints and issues promptly, maintaining a positive brand image.
Education
Bachelor of Science - Business Administration - Accounting
Cal State University - Los Angeles
Los Angeles, CA05-2022
Skills
- Brand awareness
- Performance tracking
- Data-driven decision making
- Business development
- Recordkeeping
- Organization and time management
- Microsoft office
Affiliations
- Men's Soccer National Team Player
- National Championships - Achieved titles in college and club competitions
References
References available upon request.
Timeline
Associate Account Manager
Gursey Schneider
10.2024 - Current
Bookkeeper
Gelfand, Rennert, & Feldman LLP
11.2022 - 06.2024
Manager
LA Donut
09.2020 - 11.2022
Bachelor of Science - Business Administration - Accounting
Cal State University - Los Angeles
Similar Profiles
Timmy MahaneyTimmy Mahaney
Senior Tax Associate at Gursey SchneiderSenior Tax Associate at Gursey Schneider
Amina ElzalabaniAmina Elzalabani
Tax Associate at Gursey SchneiderTax Associate at Gursey Schneider
Abhishek SinhaAbhishek Sinha
R&D Manager at AVEVA Group PLC, A Schneider Electric, Schneider Electric SoftwareR&D Manager at AVEVA Group PLC, A Schneider Electric, Schneider Electric Software
Regan WynneRegan Wynne
Director of Marketing at AidocDirector of Marketing at Aidoc
Mia KalfaMia Kalfa
Assistant at Floor ConceptsAssistant at Floor Concepts