Morgan Whitla Email & Phone Number

Navasota, Texas, United States

Spring, Texas, United States

Lead improvement projects including dashboarding and automation using Power BI & Alteryx. Support Alteryx software implementation. Lead migration to Alteryx server. Developed Alteryx workflow template for users. Completed projects achieving 500 hours per year in time savings.Lead Finance Employee Development Team. Support finance department communications. Coordinate CPE classes for Finance Employees. Create networking opportunities for individual contributors to meet leadership and learn ways to develop their career path. Develop training for Finance employees with Adult Learning Theory.

The Woodlands, Texas, United States

Developed project management documents for Finance Process Improvement Team.Review improvement opportunities and helped create prioritization process to best allocate team resources.Lead process improvement projects including process simplification, dashboarding, and automation.Participated in Finance Strategy & Planning Project Team.Support HR Talent Management initiative by assisting with training for finance employees.Work with CFO and Assistant Controller to improve finance leadership communications.Help coordinate quarterly offsites for Finance Leadership Team and biannual Finance Townhall presentations.

The Woodlands, Tx

Project manager for BlackLine software use expansion (June 2020 – June 2021) Received Project Management coaching from Grant Thornton. Worked with core project team to keep project on timeline. Presented monthly project updates to steering committee and Finance Leadership Team. Collaborated with IT and core project team to expand use of BlackLine software.Project lead for BlackLine software implementation (June 2019 – May 2020) Established project KPI’s. Collaborated with IT, core project team and 3rd party consultant to implement new accounting software. Presented monthly project updates to steering committee. Attended weeklong In the Black conference and used knowledge gained to improve software implementation.Managed asset portfolio for multiple locations throughout the US.Completed sub-ledger transactions to capitalize, retire, and adjust assets in SAP.Provided asset reports to internal management and external auditors.

Manage GL accounts in SAP for shared costs across North American segmentsReview income statement monthly and make any necessary amortizations, provisions and rechargesPrepare monthly balance sheet statement and provide analysis of open items on accountsReview compensation report monthly and ensure accuracy

Houston, Texas

Manage asset portfolio of $600 million for multiple segmentsComplete sub-ledger transactions to capitalize, retire, and adjust assetsReconcile sub-ledger to general ledger differencesProvide monthly and quarterly asset reports to internal management and external auditorsStreamline month end processes between segmentsWork on project to reconcile out of balance on CIP account

Houston, Texas

Manage payment of invoices for accounts.Create monthly reports analyzing account trends and setting cash collection goals.Interact daily with both internal and external customers.Analyze invoicing errors and address appropriately.

Houston, Texas

Managed customer master list in Oracle and Siebel.Assisted in creation of new customer setup and credit limit approval process.Assisted treasury department with cash applications in Oracle.Perform other tasks as necessary.