Morgan Whitney Email and Phone Number
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Financial Analyst specializing in project management, detailed analysis, and process improvement through Excel and VBA.
Ss&C Advent
View- Website:
- advent.com
- Employees:
- 1437
-
Senior Financial AnalystSs&C Advent Sep 2021 - PresentSan Francisco, California, United States
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Financial AnalystSs&C Advent Jul 2019 - Apr 2022San Francisco Bay Area
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Financial Data AnalystCity Of Boston May 2018 - Jul 2019Greater Boston Area• Self-managed projects improving and expanding retirement’s access to data and reporting• Sourced, integrated legacy and new system data, performing detailed analysis in Excel utilizing VBA• Presented analysis weekly to management and vendor, levied knowledge of the department’s business, legal, and software’s SQL framework to appropriately apply solutions and investigate new business challenges• Personally executed projects from executive team to meet reporting needs of changing legal requirements• Designed tools to improve department's workflow by writing VBA macros and automating workbooks• Performed 3 department training sessions in Excel and VBA as an acting expert technical resource -
Financial Analyst AssistantBoston Consulting Group (Bcg) Jul 2017 - Jan 2018Greater Boston Area• Provided decision support for the executive team on business status and forecast through revenue analysis• Generated weekly and ad hoc requested reporting and research supporting new client growth• Personally coordinated with each North American team weekly on budgeting goals and new client setup• Improved team workflow through automation and simplification of workbooks, macros, and queries -
Actuarial AssistantSunlife Jul 2016 - Dec 2016Wellesley, Massachusetts• Generated input data and formatted monthly reports on asset liability risk for presentation by management• Designed Excel models automating creation and calculation of actuarial modeling software input data• Ran monthly production work through multiple analysis software (MG-ALFA, AXIS, Excel) for distribution to Asset Liability and Investment department managers• Calculated and updated Excel/VBA hedging models on interest rate risk for daily report to Investment Team -
Research AssistantNortheastern University Jan 2016 - Jul 2016Greater Boston Area• Adapted probabilistic topic modeling methods to analyze language usage trends in report databases• Performed qualitative and quantitative analysis on text and report metadata supporting research team -
Business Analyst InternLiberty Mutual Insurance Jul 2015 - Dec 2015Greater Boston Area• Utilized database software and analysis programs supporting team on projects and ad hoc requests• Performed quantitative analysis evaluating newly appointed agencies’ performance• Developed models allocating agency appointments goals by market saturation and regional appetite -
Mathematics TutorNortheastern University Jan 2015 - May 2015Greater Boston Area• Assisted students in coursework/homework - Calc I, II, III, Probability and Statistics, Linear Algebra, Differential Equations, Mathematical Thinking, etc.
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Data Entry Staff MemberNortheastern University Jan 2015 - May 2015Greater Boston Area• Organized and compiled contact/donation database through Excel and VBA• QA'd data for cohesive integrity and overall formatting consistency
Morgan Whitney Skills
Morgan Whitney Education Details
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Mathematics And Business Administration (Concentration In Finance)
Frequently Asked Questions about Morgan Whitney
What company does Morgan Whitney work for?
Morgan Whitney works for Ss&c Advent
What is Morgan Whitney's role at the current company?
Morgan Whitney's current role is Senior Financial Analyst at SS&C Advent.
What is Morgan Whitney's email address?
Morgan Whitney's email address is mw****@****ent.com
What schools did Morgan Whitney attend?
Morgan Whitney attended Northeastern University.
What skills is Morgan Whitney known for?
Morgan Whitney has skills like Microsoft Excel, Piano Performance, Financial Reporting, Reporting And Analysis, Visual Basic For Applications, Statistical Data Analysis, Data Analysis, Mathematics, Data Entry, Microsoft Office, Microsoft Word, Data Management.
Who are Morgan Whitney's colleagues?
Morgan Whitney's colleagues are Joshua Coy, Jacky Cheong, Haris Munandar, John Lucania, Marnith Rojas, Armstrong Shi, Youran Fang.
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Raleigh-Durham-Chapel Hill Area2steelcase.com, steelcase.com -
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Morgan Whitney
Greater Hartford2maximumbev.com, maximumbev.com
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