Morgan Aitchison
Waterloo,IA
Summary
Organized graduate driven to create value for businesses using critical thinking and problem-solving skills. Knowledgeable in multiple business topics with a hard-working ethic in an academic and professional setting. A team player with an outgoing, friendly and dependable personality. Motivated to learn more and open to any role or task with previous experience in operations accounting.
Overview
4
4
years of professional experience
Work History
Operations Accountant
John Deere
04.2022 - 05.2024
- Update and summarize monthly managerial reports
- Create and update monthly forecasts
- Maintain approval hierarchy for purchase orders to comply with internal controls
- Collaborate with team members and management to provide updates on financials and performance
- Provided support to the team by implementing process improvements
Member Service Representative
Cedar Falls Community Credit Union
06.2021 - 05.2022
- Assisted members with banking transactions
- Provided customer service by assisting with handling cash and checks
- Ensured cash machines and vaults are balanced
- Analyzed customer concerns by answering phone calls and emails through the company email
Intern
Carney, Alexander, Marold & Co. LLC
01.2022 - 04.2022
- Prepared tax returns for individuals, partnerships, and corporations in the community
- Worked directly with clients for tax and auditing by collecting, analyzing, and recording documents applicable to their audit or tax return
- Prepared and proofed financial statements by filling, scanning, and creating spreadsheets for professional staff
Resident Assistant
University of Northern Iowa
08.2020 - 05.2021
- Acted as a resource for students in campus residence halls through providing monthly activities to increase engagement
- Worked with other Resident Assistants to ensure safety of students and residence facilities
Education
BBA - Accounting
University of Northern Iowa
Cedar Falls, IA05.2024
BBA - Financial Management
University of Northern Iowa
Cedar Falls, IA05.2024
Certified Public Accountant -
University of Northern Iowa
Cedar Falls, IA05.2024
Skills
- Customer Account Management
- Quality Metrics
- Microsoft Office
- Office Operations
- Business Operations and Forecasting
- Computer Skills
- Client Relationships
- Internal and External Communications
Timeline
Operations Accountant
John Deere
04.2022 - 05.2024
Intern
Carney, Alexander, Marold & Co. LLC
01.2022 - 04.2022
Member Service Representative
Cedar Falls Community Credit Union
06.2021 - 05.2022
Resident Assistant
University of Northern Iowa
08.2020 - 05.2021
BBA - Accounting
University of Northern Iowa
BBA - Financial Management
University of Northern Iowa
Certified Public Accountant -
University of Northern Iowa