Shavon Morgan
Elmont
Summary
Detail-oriented Financial Analyst skilled in research and data analysis. Focused on improving financial reporting and budgeting accuracy through effective problem-solving techniques. Committed to leveraging analytical expertise to drive strategic business improvements and deliver quantifiable results.
Overview
3
3
years of professional experience
Work History
Finance Analyst I
Spark451
Westbury
01.2024 - Current
- Serve as the finance account lead for 60% of the company’s client volume.
- Lead financial planning, budgeting, and forecasting for multiple initiatives, including print media, traditional media, digital media campaigns, and CRM services, ensuring accuracy and optimal resource allocation.
- Prepare and manage project cost estimates, purchase orders, invoices, and financial transactions via NetSuite, ensuring accurate and timely payments.
- Assist and prepare monthly financial presentations, reports, and analyses to provide actionable insights to the leadership team.
- Lead digital media budgeting for clients equaling $7M in contract value using ad hoc reporting.
- Coordinate with the Legal and Revenue Recognition team on the processing of contracts, ensuring all terms are met and properly documented, while supporting sales agreements.
- Interview, train, and mentor finance interns and associates on financial analysis techniques and best practices.
Finance Associate
Spark451
Westbury
04.2022 - 12.2023
- Served as the finance account lead for 35% of client volume, overseeing deliverables and budgets.
- Prepared and managed project cost estimates, purchase orders, invoices, and financial transactions via QuickBooks, ensuring accurate and timely payments.
- Built and implemented Excel spreadsheets for tracking financial indicators and modeling.
- Prepared and tracked client contracts using GetAccept.
- Analyzed employee creative hours in ProWorkFlow to ensure accurate project pricing and tracking.
- Monitored company expenses, generating detailed reports for management review.
Education
Master of Science - Business Analytics
Adelphi University
Garden City, NY12-2022
Bachelor of Science - Finance
Adelphi University
Garden City, NY12-2020
Skills
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Programming languages (Python, R, SQL)
- Data visualization (Tableau)
- Accounting software (QuickBooks, NetSuite, FloQast)
- Contract Managers (GetAccept, DocuSign)
- Financial analysis
- Budgeting and forecasting
- Project management
- Client contract management
- Problem solving
- Multitasking
- Attention to detail
Timeline
Finance Analyst I
Spark451
01.2024 - Current
Finance Associate
Spark451
04.2022 - 12.2023
Master of Science - Business Analytics
Adelphi University
Bachelor of Science - Finance
Adelphi University