Summary
Overview
Work History
Education
Skills
Websites
Certification
Affiliations
Timeline
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Morgen Schupp

Culver City,CA

Summary

Experienced finance coordinator with proven track record in time management, organization, and interpersonal skills. Proficient in data analysis, account monitoring, and strong verbal and written communication abilities. Adept at multitasking and accurate calculations, known for process improvement and error reduction in the financial industry. Logical finance coordinator with background in accounting principles, procedures, and practices. Prepares and maintains accurate and error-free records, managing diverse workloads aligned with dynamic priorities while excelling in self-directed environments.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Finance Coordinator

Charlesbank Capital Partners
08.2023 - Current
  • Managed financial reporting and analysis, including budgeting, forecasting, and expense reconciliation
  • Supported capital call coordination, wire tracking, and investor correspondence
  • Monitored daily cash balances and initiated interbank transfers
  • Prepared treasury reports and maintained records for audits and compliance
  • Processed invoices and reimbursements with internal/external stakeholders
  • Managed investor portal: posted documents and provided investor support
  • Utilized Excel and internal systems for financial data management

Executive Staff Assistant

Ragon Institute
05.2022 - 07.2023
  • Managed executive calendars, meetings, and travel logistics
  • Supported onboarding procedures and HR documentation
  • Processed travel expenses and reimbursements for the executive team and senior management group.
  • Answered a high volume of phone calls and email inquiries.
  • Organized and coordinated conferences and monthly meetings.

Senior Site Specialist

Unity Lab Services – Thermo Fisher Scientific
10.2021 - 05.2022
  • Assisted bioreactor team with testing and equipment assembly
  • Coordinated interdepartmental operations
  • Maintained records and logs of work performed and materials and equipment used.
  • Guided employees and contractors in task completion, offering assistance to meet tight deadlines.

Executive Assistant

Intuition LLC
04.2021 - 05.2022
  • Scheduled meetings and conducted outreach to college students
  • Designed surveys and engagement materials
  • Recruited and maintained a student user base

Education

Graduate Certificate - Principles of Finance

Harvard Extension School
Cambridge, MA
05.2026

Bachelor of Arts - Public Health

Hartwick College
Oneonta, NY
05.2021

Skills

  • Microsoft Office Suite
  • Efront
  • Investment Cafe
  • Hazel Tree
  • Kyriba
  • Accounts payable management
  • Expense tracking
  • Accounts receivable management
  • Operations monitoring
  • Finance and accounting support
  • Technical assistance
  • Invoice creation

Certification

  • Google Project Management Certificate (2023)
  • Data Management for Clinical Research – Vanderbilt University (2021)
  • Microsoft Office Certification (2022)

Affiliations

  • Gamma Phi Delta – Member 2016–2021, Vice President 2017–2019
  • Hartwick College Women’s Lacrosse – Team Captain (2018–2019)
  • Most Improved Player (2017)
  • Most Persistent Player (2019)

Timeline

Finance Coordinator

Charlesbank Capital Partners
08.2023 - Current

Executive Staff Assistant

Ragon Institute
05.2022 - 07.2023

Senior Site Specialist

Unity Lab Services – Thermo Fisher Scientific
10.2021 - 05.2022

Executive Assistant

Intuition LLC
04.2021 - 05.2022

Bachelor of Arts - Public Health

Hartwick College

Graduate Certificate - Principles of Finance

Harvard Extension School

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