Eric Morgan Email & Phone Number

Redmond, Washington, Us

Chicago, Illinois, Us

Worldwide, Oo

London, Gb

- Managed and worked on-site with teams of offshore and onshore resources supporting the multi-million dollar development efforts of the International Tax Services ("ITS") sub-service line.- Worked closely with ITS leadership to prioritize and roadmap development efforts needed to facilitate the firm's go-to-market efforts responding to tax reform and enable teams to be competitive in a challenging environment.- Led the development of a US tax reform cost estimator web portal to process client eFile (i.e., XML) data to produce output reports within minutes in support of client tax reform discussions. To date, over 300 client teams have run this solution for their clients.- Lead developer and solution architect of a web-based Earnings and Profits portal utilized across numerous engagements, including a $130B transaction undertaken by a Fortune 100 global telecommunications company. Product automated the determination of entity status (i.e. CFC or 10/50) based off legal ownership and entity classification inputs, determined and managed the flow of pass-through income and distributions between entities, automatically collected needed FX rates from third party APIs, tracked E&P and tax pools across baskets, and automated interest expense apportionment under the modified gross income method.

London, Gb

- Served as technology leader for a national practice with $18M of group revenue, supporting firm-wide revenue of $70M- Architect of a practice wide platform supporting the development of web-enabled service software enlisting advanced data capture (e.g., XML and OCR processing microservices), a standard team chart of accounts enabling mapping within a SQL database backend, and advanced analytics output supporting unique, market leading services.- Drove significant increase in processing capacity to greatly increase engagement margin across the practice (e.g., the E&P database, tax reform calculator and automated form generation return complete results for hundreds of entities and/or forms in less than 5 minutes).- Led technology licensing and procurement efforts of the group to obtain necessary software required by the development team, and third-party APIs and licenses required to further product development.- Primary engagement experience and support led to more than $20M of direct and/or indirect service revenue- Developed client-funded minimally viable products (including those addressing 1248, Subpart F, FTC, process audit tools, etc.) to enable teams to more efficiently construct expected deliverables.- Proven ability to work under rapid development cycles to develop full stack solutions and ETL/BI processes utilizing .NET, C#, Angular 2, SQL, MongoDB, SSRS, SSIS, Python, and Tableau.

Worldwide, Oo

- Designed and implemented various automation technologies to significantly improve engagement efficiency. In multiple cases, time savings exceeded 70% when compared to the previous process, while simultaneously reducing risk and increasing quality.- Efficiently coordinated with other members of the IT.QCS team in the development of custom models used to address numerous complex international tax problems.- Developed strong modeling skills leveraging VBA, SQL, Excel, Access and C#.- Proven ability to identify client pain points and assist with developing approaches and solutions in addressing these issues.

Worldwide, Oo

- Developed strong business and accounting experience by participating on audit engagements while identifying future client service needs. Clients included those in the financial services, manufacturing and retail industries.- Participated in all aspects of auditing and financial reporting, including planning, financial statement preparation and footnote disclosure, evaluation of compliance with technical requirements and research of accounting topics relevant to testing, reporting and regulatory issues.- Assisted with the preparation of carve-out financial statements in preparation for a client segment disposal- Conducted analytical reviews using various techniques (i.e. prior year comparisons, developing expectations based on client specific data, etc.).- Supervised detail testing of all asset, liability, equity and operating account groups.- Assisted in training new staff accountants.- Supervised and reviewed work performed by staff accountants supporting client engagements.

- Charged with the creation and development of the Saluki CEO Corps, a student run consulting firm providing services to innovators and entrepreneurs in the greater Southern Illinois region.- Successfully managed relations between Southern Illinois Entrepreneurship Center and Center for Innovation.

St. Louis, Mo, Us

Played the lead financial role in a cross-functional team charged with the execution of a $4 million hardware acquisition.Prepared a total cost of ownership analysis for the firm's next generation printer, approximately a $9 million acquisition.Analyzed project data and completed industry, financial and market research for various initiatives across multiple divisions.Ensured contract compliance and acceptable vendor performance levels through completion of financial analysis.Assessed vendor stability and risk exposure to the firm by completing the necessary due diligence through vendor financial analyses.

Developed and implemented a client management strategy to prioritize on-going client interaction in an effort to maximize Financial Advisor productivity.Researched various investment products using proprietary products, internal analysis, and internet resources.Summarized trends and high-level portfolio and tax implications of investment options to educate the Financial Advisor and improve client service.Promoted investment products to clients in an effort to generate additional fee-based business.

Bachelor Of Science, Computer Science

Bachelor Of Science, Double Major; Accounting And Finance