TOM MORGAN
Ravenswood,VIC
Summary
Experienced CPA with a strong background in financial analysis, stakeholder management, and financial modelling. Highly motivated professional known for consistently delivering accurate reports, providing solutions to complex problems, and effectively communicating with key stakeholders. Demonstrated expertise in analyzing financial data, identifying areas for improvement, and implementing strategic initiatives to drive business growth. Proven track record of successful collaboration with cross-functional teams to achieve organizational objectives.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Finance Business Partner
Hazeldenes Chicken Farm
09.2023 - Current
- Analyzed financial position, investigated and reported budgetary variances and identified adjustments to facilitate month and year-end processes.
- Liaised with budget holders to evaluate financial performance and offer financial management data, analysis, and advice.
- Weekly creation and presentation of sales performance, providing commentary and insights to senior leadership team and board of directors.
- Financial modelling of opportunities provided by sales team, collaborating with operations and distribution to create profit and loss, payback, and promotional viability analysis.
- Create, manage and maintain various excel files including financial models, budget/forecast analytical tools, and KPI scorecards.
- Develop and implement training programs to enhance stakeholders financial literacy.
Management Accountant
Vossloh Cogifer Australia
09.2021 - 09.2023
- End of month processes, including the reporting of stock, WIP, Sales backlogs and Capex, as well as the monthly roll over of the manufacturing software used (COGIF)
- Cost accounting tasks that include the review of costs being booked to ensure accuracy of reporting, purchasing performance analysis, and providing assistance to project managers on major projects
- The maintenance of COGIF, which involves the review and management of WIP, transitioning ongoing jobs to closure, stock takes and cycle counts, and managing the end of month interfacing between COGIF and SAP (accounting software)
- Budgeting and forecasts, rates calculated for following periods, quotation models updated for new tenders, actual vs budgeted analysis
- Ad-hoc functions as required, including manual COGIF reports for analysis, tasks directed by senior management, respond to audit queries, attendance of management meetings, assist financial controller in day to day running of finance department
Tax Accountant
BTP Business Advisors
08.2019 - 09.2021
- General management of clients in their day-to-day business operations, including face to face meetings in and out of the office
- Preparation and completion of lodgements, including BAS, PAYG Instalments, Tax Returns (Individual, Trust and Company), Taxable Payments Return and Single Touch Payroll
- Maintain and reconcile business bank ledgers/accounts, including bank transaction coding and processing of asset sales and purchases
Industry Consulting Project Intern
FPT University
06.2019 - 07.2019
- Worked to ensure successful project execution according to established objectives, timelines, and costs
- Worked in collaboration with the senior project manager to define project goals and establish a timeline and plan to achieve them
Education
Bachelor of Accounting -
Swinburne University of Technology
12.2019
Skills
- Financial analysis
- Profitability analysis
- Variance analysis
- Mentoring and training
- Business forecasting
- Cost accounting
- Financial modeling
- Pricing strategy
- Continuous improvement
- Proficient in Microsoft Office Suite
Phone
0433 201 662
Hobbies and Interests
- Baseball
- Skiing
- Gardening
Certification
- CPA - Certified Public Accountant
Timeline
Finance Business Partner
Hazeldenes Chicken Farm
09.2023 - Current
Management Accountant
Vossloh Cogifer Australia
09.2021 - 09.2023
Tax Accountant
BTP Business Advisors
08.2019 - 09.2021
Industry Consulting Project Intern
FPT University
06.2019 - 07.2019
Bachelor of Accounting -
Swinburne University of Technology