- Led month-end close after being promoted, consolidating 4 business units with $420M annual revenue.
- Drove forecast accuracy from 76% to 93% through driver-based models and monthly variance reviews.
- Reduced quarter-end close time by 40%, moving final reporting from day 10 to day 6.
- Scaled control testing from 45 to 128 controls while maintaining 100% remediation follow-through.
Alex Morgan
Professional Summary
Chartered Accountant with 6 years of experience in statutory audit and financial reporting for listed companies. Specialises in IFRS, internal controls, financial modelling, and SAP FICO. Cut quarter-end close time by 40% across 4 business units while strengthening audit readiness.
Core Competencies
Accounting Standards: IFRS, GAAP, Revenue Recognition, Consolidation
Audit & Assurance: Statutory Audit, Internal Controls, Risk Assessment
ERP & Accounting Software: SAP FICO, Oracle, NetSuite, Excel
Regulatory & Compliance: SOX, Tax Compliance, Audit Documentation
Financial Analysis: Forecasting, Variance Analysis, Financial Modelling
Professional Experience
- Built audit plans for 12 listed and private clients with combined assets exceeding $2.1B.
- Automated 18 reconciliation procedures, saving 320 engagement hours per audit cycle.
- Increased first-pass review acceptance from 72% to 94% by standardising workpaper evidence.
- Streamlined inventory testing across 26 sites, reducing fieldwork travel cost by $85,000.
Key Initiatives
Cross-business redesign of reconciliation ownership and reporting controls.
- Launched a 90-day finance transformation covering 36 reconciliations and 4 operating units.
- Delivered training to 52 finance partners, sustaining 98% on-time control completion.
Education
Certifications
- Chartered Accountant (CA)
- Certified Financial Analyst (CFA) Level II