Morgan Stuart Email & Phone Number

Washington, District Of Columbia, United States

Serves as the main point of contact in SAT for warehousing and distribution assessments and remediation. Provides overall strategic technical direction in designing and implementing W&D assessments and proposes solutions to strengthen processes and documentation. Oversee the process to design and execute a strategy for methodical review of documentation and data accuracy for project in-country deliveries. Works with project staff responsible for invoice review to provide strategic oversight in identifying key controls and related documentation, directing team in methodology for prioritization of review and addressing any observations. In partnership with selected project offices internal audit team, provides leadership for the overall strategy and implementation of remediation efforts, technical direction for documenting compensating controls; oversees design of reviews and metrics for tracking compliance improvements; advises concerning internal controls to improve review processes; and coordinates of audit responses. Supports audit preparation and live-audit activities on-site in country, as needed.

Washington D.C. Metro Area

- Identifies issues or potential risks and builds relationships with field-offices and support divisions in the home-office to help make informed decisions on how to address the issues. - Conducts reviews of physical and electronic financial transaction files for accuracy and completeness by creating a methodology for testing, selecting a sample, building an assessment matrix in MS Excel, coordinating a team to conduct the assessment, writing recommendations, analyzing and reporting on findings regarding deficiencies against USAID regulations and corporate policies, and scheduling and facilitating meetings with stakeholders to implement recommendations. - Reviews backup documentation for financial transactions to identify potential gaps in the effective implementation of internal controls, according to Chemonics’ and project policies and procedures. - Evaluates current records management practices and presents recommendations on process improvements to ensure that key records and other documentation are easily accessible in the same location to improve auditability. - From assessment findings, designs system and process improvements to increase the project’s audit readiness in coordination with other stakeholders. - Researches and recommends IT-based solutions for records collection and organization, including potential solutions involving machine learning. - Identifies audit-related training needs of staff and organizes training and the documentation of guidance in conjunction with supervisor. - Supervises one to two staff, providing regular constructive performance feedback, prompt resolution of problems, and the time and opportunity to grow professionally. - completed a one-month assignment to Liberia for a financial and compliance review of high risk transactions, documented compliance with USAID regulations and internal processes, and provided recommendations for completeness and substantiation.

Washington D.C. Metro Area

• As a part-time role, served as point person for one portfolio of five countries for all budgeting and budget monitor questions. • Troubleshot budget monitor and other financial tool (tools are MS Excel based) errors and handled requests for tool template changes or updates. • Managed and uploaded five budget monitors monthly using TM1 Perspectives. • Analyzed the monthly financial performance of five countries against the corporate budget, client targets, and reforecasts. Reported out to senior leadership on portfolio monthly budget performance and attended one-on-one portfolio budget check-ins. • Performed ad hoc requests for financial information and reporting using financial forecasting and reporting tool TM1 Perspectives. • Built the finance and budgeting capacity of program management staff in forecasting, corporate budgeting, and using the budget monitor and other financial tools.

Washington D.C. Metro Area

• Supports a $8 million annual budget field office on the USAID Global Health Supply Chain Program – Procurement and Supply Management (GHSC-PSM) project. • Provides day-to-day support to country team, including communicating and assisting with field-office requests and overseeing field team’s adherence to USAID contract requirements and government regulations (such as FAR and AIDAR), including allowances, monthly and quarterly reports, and inventory reports. • Oversees financial aspects of the assigned country by reviewing monthly invoices and financial statements to ensure accuracy and compliance with contract provisions. • Monitors monthly costs using contract budget monitor to track contract expenditures against budget and total obligated funds. Reviews and determines causes for variances to the budget and ensures that the director and the managing director are aware of the status of budget performance and driving factors. • Manages subcontract administration issues, including country-specific sub-task orders, budgets, and invoice reviews, and reviews deliverables to ensure they meet technical and quality standards. • Recruits long- and short-term country personnel in accordance with Chemonics’ practice and pertinent U.S. government regulations. • Conducts periodic field visits to monitor project administration, including conducting training, conducting quality control reviews, responding to audits, conducting technical research, and performing other operational tasks. • Supervises, develops, and evaluates one direct report and helps coordinate a team of four to ensure timely implementation of activities and response to inquiries from the client or other internal parties. • Identifies issues or potential risks and makes informed decisions on how to address the issues, communicating, when appropriate, with the director, the managing director, and/or senior vice president. • Participates on proposal teams and mentors others.

Crystal City, Va

• Provided day to day support on operational and administrative matters to the headquarters global health supply chain director, global health supply chain team, and operations team on $9.5 million USAID Global Health Supply Chain Program – Procurement Supply Management project. • Tracked the hiring and onboarding status of new staff and conducted staffing budget analysis. • Coordinated the global supply chain unit’s collaboration with country programs and program operations units to improve communication on key initiatives and streamline efforts. • Developed processes and standard operating procedures including, internal travel approvals, step-by-step instructions for using Outlook, onboarding tracker, orientation packet for subcontractor staff, and subcontractor onboarding process improvement. Communicated new processes and resources to staff. • Handled logistics and coordinated meetings with USAID and vendors, including reoccurring meetings of 5-10 attendees and larger events involving multiple stakeholders and travel.

Washington D.C. Metro Area

• As a part-time role, tracked the selling, issuing, and quarterly payment of company notes. • Supported the board of directors by documenting conversations and action items during quarterly meetings and conference calls, and responded to action items as needed. • Advised project management units on requests from local banks and governments for corporate documents, drafted legal language for Certificate of the Secretary documents, and liaised with corporate counsel as necessary. • Maintained a list of project registrations and collected approvals and documents in shared folders in accordance with internal record keeping procedures. • Addressed external auditors’ request by collecting and providing information on local and foreign bank accounts, company notes, and noteholders.

Washington D.C. Metro Area

• Reviewed Certificate of the Secretary resolutions and revocations for accuracy and maintains signatory tracker. • Liaised with other departments to gather information for corporate and project insurance renewals, enrollments, and claims. • Worked with multiple departments to conduct year-end bank signatory and insurance reconciliations and reviews. • Investigated and troubleshot record inconsistencies, invoices, and various problems by working closely with project management units, accounts payable team, field accounting support team, and outside vendors. • Served as the point-of-contact for department recruits, including creating requisitions, drafting advertisements, administering accounting tests, scheduling interviews, and collecting documentation. • Coordinated a department task force to create training materials and presentations about the finance department and serves to inform other departments about the various teams and their responsibilities. • Assisted in managing the corporate credit card program by issuing cards, liaising with the credit card company, troubleshooting problems, and managing claims. • Supported the financial analysis team by preparing monthly corporate financials and other reports as needed. • Provided support for corporate, DCAA, and SIGAR audits by finding, preparing, and organizing relevant documents.

Washington, D.C.

o Researched companies and foundations using the Internet and Foundation Center database to create top level and in-depth research documents on funders used by the development and executive directorso Wrote 3 grants with budgets of $5,000 USD that will fund future eventso Used Salesforce to enter new contacts and update existing contactso Provided support to staff in different departments by updating website content, making price inquiries and bookings, making calls to plan events, and doing other administrative tasks

Shamkir, Azerbaijan

o Work with a local organization to design, plan, and implement the first affordable kindergarten classes in Shamkir city that teaches children reading and writing in the local language, math, and Englisho Lead participatory community analysis methods to evaluate an internal displaced community’s school and then with the help of 2 teachers designed and implemented a computer roomo Wrote grants and managed funding from USAID, the US Embassy, and other organizations for 4 projects with budgets between $2,000 and $30,000 USDo Gathered and analyzed data about youth activities in Shamkir city and then made recommendations to the director and new volunteer on planning summer activities for youtho Improved the supervision of a girls summer leadership camp by analyzing feedback from funders and management personnel in order to start and head a committee that wrote a 5 year sustainability plan

Camden, Nj

o Organized and implemented community activities like a trash clean-up and community barbecue with a group of community organizers to increase the neighborhood’s social capacityo Used participatory community analysis methods such as stakeholder analysis, asset mapping, and needs assessment to evaluate the community’s needso Assisted organizations and community groups with their projects by creating documents, calling individuals, handing out flyers, and being a participant

Master'S Degree, International Public Service And Development

Bachelors, Business, German, Political Science