Hi, I’m
Morgan Quesinberry
Tampa,FL
Summary
Proactive and meticulous manager with over 7 years of experience in finance and accounting operations. Proficiencies in finance transformation, finance process improvements, financial statement analysis, staff training and development. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client success.
Overview
9
years of professional experience
1
Certification
Work History
Protiviti
Manager
01.2022 - 06.2023
Job overview
- Led and motivated at least two project team members to increase productivity and effectiveness.
- Engaged simultaneously in three projects, successfully accomplishing all tasks within predetermined project plan timelines and budget.
- Monitored and analyzed business performance to identify areas of improvement and make necessary recommendations to client management leading to cost savings and reductions to full-time equivalents (FTE).
- Managed financial process improvement projects by performing finance/ accounting processes flows, Standard Operating Procedures (SOP), Gap Analysis and Recommendations.
- Accurately planned project budgets to provide efficient project completion resulting in heightened client satisfaction and additional client work won.
- Developed and maintained positive client relations by keeping clients informed in all project stages including; provided weekly detailed project status updates, facilitated daily communication, and solved for project roadblocks.
- Proficient in financial close tool implementations (BlackLine and Trintech) from data analysis to post go-live support, including training.
- Collaborated with team members to submit request for proposal (RFP) as well as successfully capturing new clients through proposal development.
- Managed and oversaw contractor/ subject matter expert (SME) performance by coordinating project deadlines, reviewing contractor workpapers, and maintaining communicating with clients.
Protiviti
Senior Consultant
09.2020 - 01.2022
Job overview
- Spearheaded team efforts on a large insurance company involving Trintech software migration and chart of accounts optimization.
- Demonstrated strong leadership ability by coordinating Trintech Cadency Transaction Matching implementation. Analyzed and developed auto-matching rules to determine most effective tool utilization, all in a fast-paced environment
- Reviewed company policies, procedures, and practices to accurately develop and standardization bank reconciliation template and accounting policy and procedures.
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
RSM US LLP
Audit Supervisor
08.2019 - 09.2020
Job overview
- Clients include Manufacturing and Distribution, Consumer Products and Services, Technology, and Publishing.
- Experience with SEC Large Accelerated Filer clients and internal controls testing.
- Key team member in all phases of the audit cycle, engaged in planning, execution and final completion of engagements and preparing financial statements.
- Reviewed financial statements and collaborate with clients to assist in financial statement preparation. Successfully identified journal entries adjustments to ensure accurate and complete financial statements.
- Developed audit timeliness and budgets, working with managers and partners to determine audit approach, procedures to be performed and how to resolve issues that may arise.
- Hand selected by leadership as in-charge Supervisor on engagements, responsible for supervising and reviewing performance of associates and senior associates through coaching and providing formal and informal feedback.
- Performed detailed walkthroughs and test of control for significant finance and accounting processes.
- Perform testing on all aspects of financial statements i.e.; assets, liabilities, revenue recognition, equity, operating expenses.
RSM US LLP
Audit Senior Associate
10.2017 - 08.2019
RSM US LLP
Audit Associate
10.2015 - 10.2017
Bank Of New York Mellon Corp
Fund Accountant (Alternative Investment Services)
11.2014 - 08.2015
Education
Liberty UniversityLynchburg, VA
Master of Science from Accounting
2015
University Overview
- High Distinction Honors
University of Central FloridaOrlando, FL
Bachelor of Science from Accounting And Finance
2013
Skills
- Motivational Leadership
- Project Management
- Budgeting and Cost Control
- Overseeing Personnel
- Financial Close Tool Implementation
- Facilitating Trainings
Certification
- Trintech Cadency Certifications (Match, Certification, Close Configuration)
- BlackLine Certifications (Transaction Matching, Account Reconciliation, Tasks, Variance, Journals)
- Candidate for the Certified Public Accountant exam, New York
- Completed education requirement of 150 credit hours
- Completed experience requirement of two years
Timeline
Manager
Protiviti
01.2022 - 06.2023
Senior Consultant
Protiviti
09.2020 - 01.2022
Audit Supervisor
RSM US LLP
08.2019 - 09.2020
Audit Senior Associate
RSM US LLP
10.2017 - 08.2019
Audit Associate
RSM US LLP
10.2015 - 10.2017
Fund Accountant (Alternative Investment Services)
Bank Of New York Mellon Corp
11.2014 - 08.2015
Liberty University
Master of Science from Accounting
University of Central Florida
Bachelor of Science from Accounting And Finance