Morgan Mcneish Email & Phone Number

Hopkinton, Massachusetts, United States

• Review supplier accounts to lower monthly expenses
• Processing AIA (American Institute of Architects) contracts and requisitions
• Bookkeeping including handling retainage
• Processing payroll, bank reconciliations, bill paying and collections
• Lien waiver processing and collecting
• Onboarding new hires

Hoboken, NJ

• Delivered A/R billing and contract administration for an expansive client portfolio. Invoiced private equity investors for software licenses and data services used to manage billions in AUM. Received documentation.
• Relied upon to find and correct errors in contracts, adjusting terms to unique client needs; partnered with client executives/account management to finalize agreements and secure CFO authorization.
• Initiated the creation of a master spreadsheet using approved contract terms for tracking AUM, renewals, and contract and invoice dates; prevented unauthorized CRM changes from altering invoicing accuracy.
• Analyzed client fluctuations in AUM affecting billing tiers, properly capturing and recording A/R and revenue.

Hoboken, NJ

• Processed invoicing, A/R, A/P, cash disbursement, payroll, and sales tax return filings. Addressed client invoice inquiries, AUM updates, and contract renewals. Filed 8802 and 8821 forms related to foreign income.
• Gained client trust, increasing the ease of collecting proprietary information needed to ensure accurate billing.
• Validated contract terms for new agreements and renewals, catching and correcting missing terms related to fee collections; clarified net 30 terminology and frequency of billings with recommended contract phrasing.
• Assembled immigration documentation for attorneys seeking a Visa for a key software developer.

Hoboken, NJ

• Planned large-scale domestic and international events, organizing block bookings, special group meals and activities, equipment delivery, and registration. Researched private equity investments, validating the accuracy.
• Investigated and verified underlying investments, helping clients diversify risk; obtained quarterly reports from general partners.
• Planned four client-training labs annually held in national and international sites and monthly training labs in our offices.

Hoboken, NJ

As a freelancer, I ran my own business designing bedding and window treatments for mass production, creating and staging showrooms for markets, producing soft furnishings for private clients and local businesses.

New York, NY

As Stylist, I was responsible for conceptualizing and designing to specifications, a line of shower curtains and bath accessories. I was also instrumental in designing juvenile bedding and window treatments.Traveled to Taiwan to work directly with overseas agents, to broaden knowledge of their processes, limitations, capabilities and to source/develop new.