Cole Morganstern
Johnson City,TN
Summary
Driven accounting and finance student with proven experience at Ballad Health, enhancing financial processes and delivering key insights. Excelled in utilizing Axiom and Tableau, demonstrating adaptability and strong organizational skills. Achieved significant improvements in healthcare finance by refining intranet sites and optimizing workflow, showcasing a proactive approach and professionalism.
Overview
2
2
years of professional experience
Work History
Finance/Accounting Intern
Ballad Health
Kingsport, TN
01.2024 - Current
- Gained real world experience in healthcare finance, improving my proficiency with industry-specific software
- Participated in the fiscal year budgeting process
- Enhanced user experience by refining company intranet sites
- Acted as an “Interim Financial Analyst” for Specialty Pharmacy, Surgery, and Rehab departments
- Managed the completion and distribution of month-end reports
- Collaborated with executives and service line leaders to analyze financial data and communicate key insights
Intern
Eclipse Bank
Johnson City, TN
05.2023 - 07.2023
- Supported daily banking operations, including correspondence, document filing, and cash reconciliation
- Processed transactions while ensuring accuracy and compliance
- Gained hands-on experience with banking products, management procedures, and financial operations
- Developed professional communication and customer service skills in a client-facing environment
- Enhanced understanding of the banking industry and broader financial landscape
Education
Bachelor of Business Administration - Accounting, Finance
East Tennessee State University (ETSU)
Johnson City, TN05.2025
Honors Diploma -
Elizabethton High School
Elizabethton, TN05-2021
Skills
- Financial analysis
- Data analysis
- Financial data reporting
- Proficient in Microsoft Office Suite
- Proficient in Axiom
- Proficient in Cloudsuite
- Proficient in Smartsheet
- Proficient in R
- Proficient in Tableau
- Proficient in Brightree Analytics
- Strong organizational skills
- Ability to manage tasks efficiently
- Ability to optimize workflow
- Excellent interpersonal skills
- Professionalism
- Adaptive
- Quick learner
Leadership Experience
Member, ETSU Football Team, 2021-2023
- 2021 Southern Conference Champion
- 2021-2023 Southern Conference Commissioner's Academic Medal recipient
Treasurer and Founding Father, Epsilon Zeta chapter of the Pi Kappa Alpha International Fraternity at ETSU, 2023-Present
- 2023-2024 Chapter Academic Award recipient
- Representative, 2024 Chapter Executives Conference, Memphis, TN
- Representative, 2024 International Convention, Oklahoma City, OK
- 2024 Saber & Key Honor Society Inductee
Member, Students of Finance Association, 08/01/23, Present
Timeline
Finance/Accounting Intern
Ballad Health
01.2024 - Current
Intern
Eclipse Bank
05.2023 - 07.2023
Bachelor of Business Administration - Accounting, Finance
East Tennessee State University (ETSU)
Honors Diploma -
Elizabethton High School
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