Morgan Potts

Morgan Potts Email and Phone Number

Senior Associate - Private Accounting Solutions at Andersen @ Andersen
san francisco, california, united states
Morgan Potts's Location
Irvine, California, United States, United States
About Morgan Potts

An Accountant enthusiast with a passion for helping others, learning, and, of course, spreadsheets.Looking forward to beginning my journey sitting for the CPA exam.

Morgan Potts's Current Company Details
Andersen

Andersen

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Senior Associate - Private Accounting Solutions at Andersen
san francisco, california, united states
Website:
andersen.com
Employees:
1561
Morgan Potts Work Experience Details
  • Andersen
    Senior Associate - Private Accounting Solutions
    Andersen Jan 2023 - Present
    Orange County, California, United States
  • Vertical Advisors Llp
    Accounting Associate
    Vertical Advisors Llp Aug 2021 - Dec 2022
    Newport Beach, California, United States
  • Harbor Health Care
    Accountant
    Harbor Health Care Jul 2020 - Aug 2021
    Bellflower, California, United States
    · Reconcile and categorize all credit card accounts· Assist CPA with information for cost reports and taxes· Help maintain and balance all client Trust Accounts· Make deposits and record all receivables in Quickbooks· Prepare weekly detailed bill reports for CEO
  • Mst Concrete Products Inc
    Assistant To The Chief Financial Officer
    Mst Concrete Products Inc May 2019 - May 2020
    Central, Sc
    · Manage payroll and payroll taxes weekly· Create and collaborate on weekly, quarterly and yearly financial reports· Maintain and balance three accounts on Quickbooks· Monitor and update payroll, cost per yard, past dues and more spreadsheets on Excel to enhance the company’s understanding of financial positions
  • United Ways Of Pickens County
    Vita Site Coodinator Intern
    United Ways Of Pickens County Jan 2019 - Apr 2020
    Clemson, South Carolina
    • Prepare tax returns for client's with adjusted gross income under $60,000• Review tax returns to ensure quality and accuracy before e-filing through TaxSlayer Pro• Coordinate with Americorps members and volunteers to supervise site operations• Accredited with Foreign Student and Scholar, Basic, and Advanced level certifications
  • Gamma Sigma Sigma National Service Sorority, Inc.
    Treasurer
    Gamma Sigma Sigma National Service Sorority, Inc. Jan 2019 - Dec 2019
    Clemson, Sc
    • Create and present budgets for service leaders to utilize throughout the semester• Oversee effective use of Gamma Sigma Sigma's bank account• Align with members to provide funds for various charity organizations
  • Gamma Sigma Sigma National Service Sorority, Inc.
    Relay For Life Chair
    Gamma Sigma Sigma National Service Sorority, Inc. Aug 2018 - Aug 2019
    Clemson, Sc
    • Encourage women to volunteer and raise $8,000 for the American Cancer Society• Forecast finances for the year in order to create a budget• Examine accounts to change and create excel budget spreadsheets• Facilitate fundraisers and events with local vendors and organizations
  • Starbucks
    Barista
    Starbucks Aug 2017 - Dec 2018
    United States
    • Fulfilling customer’s requests and maintaining positive relationships with customers• Maintaining and operating machinery• Conducting successful cash audits at the end of each shift• Training new baristas with positive reinforcement and respectful, encouraging coaching
  • Clemson University
    Conference Aide
    Clemson University May 2017 - Aug 2017
    Clemson, Sc
    • Communicate effectively and often with the Associate Director, Program Coordinator, Community Directors, and other staff• Assist groups with activities and scheduling• Oversee a group of 10 peers ensuring they were on task and working efficiently

Morgan Potts Education Details

Frequently Asked Questions about Morgan Potts

What company does Morgan Potts work for?

Morgan Potts works for Andersen

What is Morgan Potts's role at the current company?

Morgan Potts's current role is Senior Associate - Private Accounting Solutions at Andersen.

What schools did Morgan Potts attend?

Morgan Potts attended California State Polytechnic University-Pomona, Clemson University.

Who are Morgan Potts's colleagues?

Morgan Potts's colleagues are Christopher Spiegelman, Jai Acharya, Timothy Mathews, Katie Mccue, Carole Cederstrom, Leslie Medina, Mykayla Wedderburn.

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