Morgan McCormick
Hot Springs,AR
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Finance Director
SunTek Exteriors
Hot Springs, AR
12.2025 - Current
- Directed financial planning and analysis, enhancing budget accuracy and forecasting processes.
- Implemented cost control measures, reducing operational expenses while maintaining service quality.
- Led strategic initiatives to optimize cash flow management and investment strategies.
- Developed financial models to support decision-making and long-term business growth.
- Collaborated with executive team to align financial goals with organizational objectives.
- Conducted risk assessments to identify financial vulnerabilities and implement mitigation strategies.
- Managed company cash flow by monitoring daily transactions and optimizing working capital.
- Established strong relationships with banking partners to facilitate access to essential funding channels.
- Verified compliance of financial policies and accounting procedures against federal regulations.
- Reduced financial risk with comprehensive credit management strategies, strengthening the company''s financial position.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Mentored finance team members, fostering professional development and improving departmental performance.
Finance Manager
WinTek USA
5930 Albert Pike Rd, Royal, AR 71968
02.2024 - 12.2025
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Protected company assets with strategic risk management approaches.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Created documents to display financial reports and data using Microsoft Excel.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
Insurance Agent
Farmers Insurance Sheldon Agency
22461 I-30 S, Bryant, AR 72022
07.2023 - 02.2024
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Sold auto, home, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Approached potential clients by using direct marketing mailings and phone contacts.
Finance Manager
WinTek USA, LLC
5930 Albert Pike Rd, Royal, AR 71968
10.2018 - 06.2023
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Executed vendor setup and payment, administration of bank accounts and account reconciliations.
- Protected company assets with strategic risk management approaches.
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Created documents to display financial reports and data using Microsoft Excel.
- Evaluated applications against outline specifications to approve, reject or recommend adjustments files.
Medical Assistant
The Dermatology Clinic Of Arkansas
3633 Central Ave Ste N, Hot Springs, AR 71913
04.2017 - 09.2018
- Sanitized, restocked and organized exam rooms and medical equipment.
- Obtained client medical history, medication information, symptoms and allergies.
- Directed patients to exam rooms, fielded questions and prepared for physician examinations.
- Collected and documented patient medical information such as blood pressure and weight.
- Documented vital signs and health history for patients in clinic and hospital environments.
- Called and faxed pharmacies to submit prescriptions and refills.
- Verified appropriate lab couriers picked up collected lab specimens.
- Completed clinical procedures and gathered patient data for interpretation by physician.
CNA
HealthSouth Rehab
1636 Higdon Ferry Rd, Hot Springs, AR 71913
02.2017 - 04.2017
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
- Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
- Checked patient vitals such as temperature, blood pressure and blood sugar levels.
- Delivered individualized patient care by recording vital signs, documenting observations, administering treatments and evaluating patient needs.
- Supported ambulation and physical therapy needs by conducting planned exercise routines.
- Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
- Transported patients between rooms and appointments or testing locations.
Wine Steward
Spa City Tropical Winery & Gifts
258 Central Ave, Hot Springs, AR 71901
02.2016 - 03.2017
- Represented establishment professionally with guests and earned consistent repeat and referral business.
- Set up wine tastings to bring in business and promote special offerings.
- Trained service staff on wines, spirits and cocktails to maximize revenue and maintain stellar reputation for service.
- Handled questions and concerns skillfully and redirected customers toward higher profit items to increase per-ticket revenue.
- Inventoried bar supplies regularly to quickly identify supply shortages and detect problems such as theft.
- Monitored conditions of wine cellar, keeping all bottles stored at appropriate temperature.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
- Shared knowledge of menu items and flavors, enabling customers to make personal decisions based on taste and interest.
Retail Manager
Vanity
4501 Central Ave, Hot Springs, AR 71913
07.2014 - 11.2015
- Exhibited excellent people skills during interaction with employees and customers.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Controlled store inventory and reviewed cash handling and operations reports.
- Trained and developed new employees for ease of transition into team.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
Retail Manager
Body Central
4501 Central Ave, Hot Springs, AR 71913
02.2013 - 07.2014
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Cultivated customer loyalty to enhance retention by delivering outstanding service.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Trained team members in successful strategies to meet operational and sales targets.
Education
Arkansas Insurance Agent
Exams Plus
05-2023
Certified Nursing Assistant
Arkansas College of Health Careers
9714 W Markham St, Little Rock, AR 722052016
High School Diploma -
Lake Hamilton High School
Pearcy, AR05-2011
Skills
- Quote Information
- Client Needs Analysis
- Quotes and Sales
- Claims Reporting Systems
- Operational Efficiency
- Policy Adjustment Knowledge
- Verbal and Written Communication
- Customer Relationship Development
- Customer Follow-Up
- Staff Training
- Workflow Coordination
- Loan Processing
Certification
- Licensed Insurance Agent of Arkansas - 2023
- CNA - Certified Nurse Assistant
Timeline
Finance Director
SunTek Exteriors
12.2025 - Current
Finance Manager
WinTek USA
02.2024 - 12.2025
Insurance Agent
Farmers Insurance Sheldon Agency
07.2023 - 02.2024
Finance Manager
WinTek USA, LLC
10.2018 - 06.2023
Medical Assistant
The Dermatology Clinic Of Arkansas
04.2017 - 09.2018
CNA
HealthSouth Rehab
02.2017 - 04.2017
Wine Steward
Spa City Tropical Winery & Gifts
02.2016 - 03.2017
Retail Manager
Vanity
07.2014 - 11.2015
Retail Manager
Body Central
02.2013 - 07.2014
Arkansas Insurance Agent
Exams Plus
Certified Nursing Assistant
Arkansas College of Health Careers
High School Diploma -
Lake Hamilton High School