Summary
Overview
Work History
Education
Skills
Timeline
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Charles Morrison

Philadelphia,PA

Summary

Financial professional with comprehensive experience in financial data analysis and strategic forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs.

Overview

6
6
years of professional experience

Work History

Financial Analyst

Chubb Insurance
05.2021 - Current
  • Provide in-depth financial analysis for Chubb’s Accident & Health division, supporting senior management with P&L analysis, financial modeling, and variance analysis, as well as ad hoc reporting.
  • Lead analyst for multiple divisions totaling $99M in NWP in 2024, poised for 10.8% YoY growth.
  • Improved forecasting accuracy by 11% by implementing new financial models, metrics, and data processes.
  • Spearheaded transition to new invoicing platform, becoming an expert in guiding team adoption. (BuyNow)
  • Led multiple cross-departmental projects that helped improve specific monthly KPI's by 8% and improved data accuracy in monthly fee reporting for the division’s largest partner from 85% to 99%.
  • Streamlined monthly commissions process cutting submission time by 66%.

Credit Analyst

Citibank (Citi)
01.2021 - 05.2021
  • -Conducted daily analysis of financial statements and credit requests to evaluate the creditworthiness of applicants.
  • -Collaborated with management to ensure the accuracy of data exchanged between borrowers and lenders.
  • -Facilitated collection and approval of payment arrangements for delinquent customers.
  • -Maintained impeccable documentation and records in strict adherence to company policies.

Risk Analyst Intern

Chubb Insurance
02.2020 - 09.2020
  • -Tested and supported implementation of multiple SOX controls pertaining to Agriculture, Claims, A&H and Treasury.
  • -Generated working papers for each control, substantiating the precision of our testing and audit procedures.
  • -Collaborated with Finance department outside of Internal Audit to analyze data and ensure complete and accurate information utilization.

Education

Bachelor of Science - Finance, Accounting

Widener University
05-2019

Skills

  • Financial Analysis
  • Advanced Excel
  • Forecasting
  • Project Management
  • Data and Variance Analysis
  • Budgeting
  • Qliksense
  • SQL
  • TM1
  • Python
  • Coupa/BuyNow
  • COGNOS

Timeline

Financial Analyst

Chubb Insurance
05.2021 - Current

Credit Analyst

Citibank (Citi)
01.2021 - 05.2021

Risk Analyst Intern

Chubb Insurance
02.2020 - 09.2020

Bachelor of Science - Finance, Accounting

Widener University

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