Morgan Bacon
New Braunfels
Summary
Dynamic Senior Auditor with extensive experience at AT&T, skilled in data analysis and risk assessment. Proven track record of enhancing internal controls and delivering comprehensive audit reports. Adept at client communication and fostering collaboration within teams, driving impactful audit outcomes while ensuring compliance and operational efficiency.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Senior Auditor
AT&T
San Antonio
05.2024 - Current
- Promotion from Senior Specialist to Senior Auditor.
- Lead project meetings with clients in planning and fieldwork, such as walkthroughs of key business processes, to develop the audit program.
- Ownership and documentation of the Risk and Control Matrix, process flows, and narrative.
- Collaborate closely and effectively with the audit team members, and maintain communication with the associate director.
- Prepare comprehensive workpapers with sufficient evidence to support conclusions in challenging test areas.
- Assist external auditors with annual SOX testing.
- Conduct weekly status calls, and promptly communicate audit observations with clients.
- Perform preliminary peer workpaper reviews when required.
- Assist the associate director in drafting audit reports for submission up the chain of command.
- Follow up on corrective action items.
Senior Specialist Auditor
AT&T
San Antonio
03.2023 - 05.2024
- Reviewed, analyzed, and tested procedures and systems of internal controls within the organization.
- Learned complex processes quickly, established credibility with auditees and management, and gathered the required information.
- Analyzed data using Power BI and IDEA.
- Created unique Risk and Control Matrices, identifying risks, controls, and audit test steps.
- Assisted in the completion of narratives based on background research, planning discoveries, and testing.
- Conducted fieldwork and furnished multiple work papers showing tests of controls, passing evidence, exception evidence, populations, and selected samples.
- Vetted issues with control owners, and submitted written drafts for inclusion in the audit report.
- Communicated audit findings to clients in a respectful, effective manner.
Auditor I, II, & III
Teachers’ Retirement System of Louisiana
Baton Rouge
04.2019 - 07.2022
- Conducted continuous, operational, and compliance audits.
- Assisted in developing audit project programs and/or testing procedures.
- Prepared audit reports and ensured corrective action was taken when required.
- Performed continuous audits by creating scripts in ACL for fraud prevention and risk management, using databases available.
- Pulled ad hoc data requests and presented them to management and the board of directors.
- Performed operational audits to test the effectiveness and efficiency of internal controls set by business unit strategic objectives, and evaluated the adequacy and effectiveness of process controls.
- Performed compliance audits by testing to identify non-compliance with applicable laws, regulations, contractual obligations, or agency policies and procedures.
- Performed special audit projects and investigations, as requested, or required.
- Used effective sampling techniques during audits, as warranted.
- Used data processing information systems, software, and other automated tools to assist in performing audits.
Audit Intern
Teachers’ Retirement System of Louisiana
Baton Rouge
03.2018 - 05.2019
- Assisted the Audit Department in completing its annual audit plan, which included audits of TRSL employers (school boards, universities, etc.).
- Analyzed data using audit software (ACL).
- Conducted legal and other due diligence research.
- Drafted audit reports.
Claims Adjuster
United Healthcare Group
Baton Rouge
05.2016 - 10.2017
- Reviewed medical claims submitted for errors, and adjusted to pay if needed.
- Followed standard operating procedures to ensure accurate payment.
- Contacted providers via phone, email, and letters to advise why claims were denied and to correct errors.
Member Service Representative
Vantage Health Plan
Baton Rouge
08.2015 - 05.2016
- Researched bills that members received and responded back within 48 hours of notification.
- Retained knowledge of all benefits for each plan, and advised providers and members of coverage.
- Reviewed weekly audits provided by the Member Service Auditor.
- Assisted the Marketing Department for both Commercial Business and Medicare Marketing, assisted walk-ins daily, and appealed claims for members.
Teller
Ouachita Valley Federal Credit Union
West Monroe
08.2012 - 04.2015
- Maintained and balanced a cash drawer.
- Balanced vault transactions and vault book.
- Performed member transactions such as deposits, withdrawals, cashier's checks, wire transfers, etc., in a timely manner.
- Sold products to enhance member experience.
- Scanned checks to the Federal Reserve and conducted research for court subpoenas.
- Researched outages for tellers.
- Trained new employees.
Team Member to Team Leader
Chick-Fil-A
West Monroe
08.2009 - 08.2012
- Trained new employees and assisted managers in managing team members.
- Answered phones, received orders, prepared food, cleaned, and maintained a cash register.
- Provided conflict resolution for team members and customers.
Education
Bachelor of Science - Accounting
Louisiana State University (LSU)
Baton Rouge, LA12.2019
Bachelor of Science - Psychology
University of Louisiana at Monroe (ULM)
Monroe, LA05.2015
Skills
- Data analysis
- ACL (Audit Command Language)
- IDEA
- Excel macros
- Power BI
- Audit reporting
- Internal controls
- Risk assessment
- Client communication
- Conflict resolution
- Self motivation
Certification
Certified Internal Auditor (CIA), Institute of Internal Auditors (IIA), 04/01/21, present
Moving To
Austin, TX, 06/01/25
Previous Names
Morgan Kinzer
Timeline
Senior Auditor
AT&T
05.2024 - Current
Senior Specialist Auditor
AT&T
03.2023 - 05.2024
Auditor I, II, & III
Teachers’ Retirement System of Louisiana
04.2019 - 07.2022
Audit Intern
Teachers’ Retirement System of Louisiana
03.2018 - 05.2019
Claims Adjuster
United Healthcare Group
05.2016 - 10.2017
Member Service Representative
Vantage Health Plan
08.2015 - 05.2016
Teller
Ouachita Valley Federal Credit Union
08.2012 - 04.2015
Team Member to Team Leader
Chick-Fil-A
08.2009 - 08.2012
Bachelor of Science - Accounting
Louisiana State University (LSU)
Bachelor of Science - Psychology
University of Louisiana at Monroe (ULM)
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