Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Treyvon R. Morris

Streetsboro,OH

Summary

Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Finance professional with extensive experience in financial planning and analysis, accounting operations, auditing and consulting. Skilled in analyzing and optimizing business processes, developing reports and applications while providing consulting support to clients.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Associate Financial Consultant/Team Lead

Capco
10.2021 - Current
  • Analyze, and develop applications to optimize system effectiveness by using company internal controls and salesforce.
  • Manage programs and processes to ensure efficient and compliant execution of financial management resources.
  • Hold regular effective project meetings with focus groups to keep them informed of important matters related to timelines and tasks.
  • Prepare and deliver briefings, hold training sessions, and strategy sessions with other team members to make decisions on contact and objectives.
  • Create, maintain, and adhere to the annual department budget.
  • Accomplish multiple tasks within established timeframes.
  • Cross-train existing employees to maximize team agility and performance.
  • Evaluate operations, policies, procedures, and internal controls of financial operations to prevent and detect deficiencies in the operation of financial management areas.
  • Introduce new methods, practices, and systems to reduce turnaround time.

Financial Analyst

Nestle
05.2021 - 10.2021
  • Performed day-to-day financial transactions, including verifying, classifying, and recording accounts payable data.
  • Set and enforced policies focused on increasing productivity, a positive work environment, and operation efficiency reports detailing accounts payable status to compare the performance.
  • Assessed data and information to verify entry, calculation and billing code accuracy.
  • Oversaw associate technical training and educated associates regarding policies and procedures.

Junior Financial Analyst/Team Lead

Avantor Sciences
09.2019 - 05.2021
  • Performed financial planning and analysis, and reporting by assessing different financial statements to increase financial performance.
  • Assessed a variety of reports received from internal and external sources to develop formalized recommendations for management's consideration.
  • Used SAP to create reports and recommended courses of action to upper management.
  • Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
  • Leveraged finance knowledge to strengthen controls and improve transparency.

Operations Analyst

PNC Bank
03.2018 - 08.2019
  • Designed plans to improve operations and suggested changes to systems for overall organization.
  • Performed research to ensure the completeness, accuracy, and conformance for customer accounts and provided reconciliation.
  • Analyzed and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution.

Education

Bachelor of Arts - Finance

Cleveland State University
05.2021

Associate of Science - Accounting

Cuyahoga Community College
12.2019

Skills

  • Proficient in MS Office (Excel, PowerPoint, Access, Word, Outlook, Publisher, SharePoint, Teams, and Office Communicator
  • Experienced in financial systems, including SAP, Quickbooks, and Salesforce
  • Data Analysis and Database Management
  • Project Management Skills
  • Create Spreadsheets
  • Excellent Attention to Detail
  • Able to work in a team environment
  • Excellent communicator and committed to delivering quality

Certification

  • FINRA SIE Certification
  • Accounting/CPA Preparation Certification

Timeline

Associate Financial Consultant/Team Lead

Capco
10.2021 - Current

Financial Analyst

Nestle
05.2021 - 10.2021

Junior Financial Analyst/Team Lead

Avantor Sciences
09.2019 - 05.2021

Operations Analyst

PNC Bank
03.2018 - 08.2019

Bachelor of Arts - Finance

Cleveland State University

Associate of Science - Accounting

Cuyahoga Community College

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Treyvon R. Morris