Kellan Morgan Email & Phone Number

Rochester, New York, United States

Rochester, New York Metropolitan Area

• Performed field audits at multiple branches to test internal control processes.
• Partnered with external auditor PwC to execute monthly revenue testing on Paychex’s PBS Professional Employer Organization (PEO) to ensure accurate reporting of revenue, and follow-up on irregularities that arise.
• Documented the annual sample selection process for 120 internal controls and developed the first process training manual for new employees to streamline the sample selection process in future years.

Rochester, New York, United States

• Improved functionality and ease of use for the financial workbook for the clean energy startup to include future business outlook scenarios based on COVID-19 lasting effect on the economy.
• Created a user manual for financial workbook for documentation and training purposes to ensure that current and future employees can update, maintain, and improve the financial workbook.
• Researched, complied, and prioritized a list of over 80 potential investors fitting the business’s profile based on funding status, industry, and geography, which has already been used to contact and pitch to potential.

Waterville, New York

• Provided clients with customized quotes and sales support for an industrial gauging and cutting tools distributor.
• Redesigned and streamlined sales order entry process to reduce processing times by 20%.
• Led system conversion project by updating new computers, identified ERP system issues, and trained staff.
• Oversaw accounts receivable by tracking shipments, invoicing, updating customer accounts, and contacting overdue customers.

Waterville, NY

• Negotiated pricing for 12 business accounts by analyzing market and volume pricing within desired profit margins.
• Implemented bulk purchasing of select products, boosting sales by an average of 225% over previous year.
• Analyzed annual sales data and forecasted demand weekly to determine products to reorder, phase out, or replace.
• Reviewed sales promotional data to determine cost effectiveness of quarterly sales promotional flyers.

Nicaragua

• Managed a cross-functional and cross-cultural team of 12 employees in education, small business consulting, and micro-finance, growing program impact from 150 beneficiaries in 2010 to over 2,500 by 2018.
• Created the Academic Travel Program with US universities, increasing revenue by over 1000% from 2011 to 2015.
• Managed operational budget and cash reserves, allowing organization to expand programing to 3 communities.
• Designed, executed, and supervised the Small Business and Cooperative Development Program, advising and training 4 cooperatives and 20 small businesses to increase family income by an average of 25%.
• Developed an investment proposal and feasibility study for two municipal governments to develop rural tourism initiatives, resulting in over $50,000 in government infrastructure investments.
• Consulted for 9 US-based businesses to standardize products and services by implementing quality control measures.

Rochester, New York Area

We are a small coffee import business that wholesales Nicaraguan Arabica green coffee to speciality coffee shops in Upstate NY.

El Sauce, Nicaragua

Master Of Business Administration - Mba, Corporate Finance, Pricing

Bachelor’S Degree, Economics, Magna Cum Laude

Activities and Societies: Phi Beta Kappa Honor Society, Beta Gamma Sigma Honor Society, AOP/EOP economics tutor