Accounting Manager
Current
Apr 2021 - Present
Who is Phoebe Morales? Overview
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Quick answer
Phoebe Morales is listed as Accounting Manager at Upstart, based in United States. AeroLeads shows a work email signal at upstart.com and a matched LinkedIn profile for Phoebe Morales.
Phoebe Morales previously worked as Accounting Manager at Prodigy Software Inc. (Acquired By Upstart Holdings, Inc.) and Financial Close Specialist Lead at Scalefactor. Phoebe Morales holds Bachelor Of Science (B.S.), Finance, General from University Of Illinois Urbana-Champaign.
Company email context
Email format at Upstart
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{first}.{last}@upstart.com
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Profile bio
About Phoebe Morales
Phoebe Morales is a Accounting Manager at Upstart. She possess expertise in leadership, fitness training, powerpoint, insurance, event planning and 15 more skills.
Listed skills include Leadership, Fitness Training, Powerpoint, Insurance, and 16 others.
Current workplace
Phoebe Morales's current company
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8 roles
Phoebe Morales work experience
A career timeline built from the work history available for this profile.
Accounting Manager
Current
Aug 2020 - Present
Financial Close Specialist Lead
ScaleFactor is the smart finance software that is changing the way modern business operate. By automating complex bookkeeping tasks and translating financial information into usable business insights, ScaleFactor is enabling business owners, managers, and entrepreneurs to focus on what they love: running and growing their business.Responsibilities:• Manage monthly close process and financial reporting for small to mid size businesses across diverse industries• Act as the custodian of customer relationship, educating customer on their financials and KPIs to drive their business performance • Manage offshore accounting teams in performing financial close activities, including training in technical accounting matter and best practices• Review accuracy of financials, journal entry preparation, balance sheet reconciliations, etc.• Responsible for roll out of internal and customer facing software tools.
Jan 2020 - Aug 2020
Senior Accountant
May 2019 - Dec 2019
Accounts Payable Specialist/Expense Analyst
Continental LTC provide administrative services to approximately 125,000 Long-Term Care, Life, Annuity and Supplemental Health customers. Continental LTC are dedicated to provide excellent service to all our customers and serve the needs of our claimants and their families during difficult times.Responsibilities:• Performed month-end closing tasks, including posting entries and account reconciliations• Managed fixed asset, prepaid and accrual liability progression, ensuring proper calculation and support• Assisted in developing quarterly and annual budgets as well as analyzed actual vs budget variance analysis • Managed yearly preparation of 1099 reporting• Collaborated with external and internal auditors to address related requests.• Assisted in M&A planning and transition, financial reporting, and statutory filing
Oct 2016 - May 2019
Agent Commission Accounting Representative
Oct 2015 - Oct 2016
Operational Specialist / Surplus Lines Coordinator
Marsh USA is the world's largest insurance brokerage. Marsh strives to offer its clients innovative solutions to manage risk more effectively.Responsibilities:Reviewed compliance and prepared documentations required to file by multiple statesHandled Premium Tax Filing and Payment to the state based on required timelines.
Jun 2014 - Oct 2015
Financial Data Research Analyst
Jul 2012 - Dec 2012
Team & coworkers
Colleagues at Upstart
Other employees you can reach at upstart.com. View company contacts →
DF
Dustin Flynn
Colleague at UpstartPortland, Oregon, United States
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SS
Shane Spiegel
Colleague at UpstartColumbus, Ohio, United States
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AS
Austin Schiebel
Colleague at UpstartAustin, Texas Metropolitan Area, United States
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HC
Holden C.
Colleague at UpstartWashington, District Of Columbia, United States
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KT
Kevin T.
Colleague at UpstartDallas-Fort Worth Metroplex, United States
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TG
Tamika Giles
Colleague at UpstartColumbus, Ohio, United States
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RH
Ryan Hipps
Colleague at UpstartColumbus, Ohio, United States
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YW
Yang Wenxin
Colleague at UpstartUnited Kingdom
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AB
Amareesh Basanapalli
Colleague at UpstartOrange County, California, United States
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TK
Tauheed Khan Burki
Colleague at UpstartGreater St. Louis, United States
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Dustin Flynn
Colleague at UpstartPortland, Oregon, United States
View →
SS
Shane Spiegel
Colleague at UpstartColumbus, Ohio, United States
View →
AS
Austin Schiebel
Colleague at UpstartAustin, Texas Metropolitan Area, United States
View →
HC
Holden C.
Colleague at UpstartWashington, District Of Columbia, United States
View →
KT
Kevin T.
Colleague at UpstartDallas-Fort Worth Metroplex, United States
View →
TG
Tamika Giles
Colleague at UpstartColumbus, Ohio, United States
View →
RH
Ryan Hipps
Colleague at UpstartColumbus, Ohio, United States
View →
YW
Yang Wenxin
Colleague at UpstartUnited Kingdom
View →
AB
Amareesh Basanapalli
Colleague at UpstartOrange County, California, United States
View →
TK
Tauheed Khan Burki
Colleague at UpstartGreater St. Louis, United States
View →
3 education records
Phoebe Morales education
Bachelor Of Science (B.S.), Finance, General
University Of Illinois Urbana-Champaign
Associate'S Degree, Business Administration And Management, General
Parkland College
High School Diploma
Tran Dai Nghia High School For The Gifted
FAQ
Frequently asked questions about Phoebe Morales
Quick answers generated from the profile data available on this page.
What company does Phoebe Morales work for?
Phoebe Morales works for Upstart.
What is Phoebe Morales's role at Upstart?
Phoebe Morales is listed as Accounting Manager at Upstart.
What is Phoebe Morales's email address?
AeroLeads has found 1 work email signal at @upstart.com for Phoebe Morales at Upstart.
Where is Phoebe Morales based?
Phoebe Morales is based in United States while working with Upstart.
What companies has Phoebe Morales worked for?
Phoebe Morales has worked for Upstart, Prodigy Software Inc. (Acquired By Upstart Holdings, Inc.), Scalefactor, Continental Ltc, Inc., and Marsh & Mclennan Companies, Inc..
Who are Phoebe Morales's colleagues at Upstart?
Phoebe Morales's colleagues at Upstart include Dustin Flynn, Shane Spiegel, Austin Schiebel, Holden C., and Kevin T..
How can I contact Phoebe Morales?
You can use AeroLeads to view verified contact signals for Phoebe Morales at Upstart, including work email, phone, and LinkedIn data when available.
What schools did Phoebe Morales attend?
Phoebe Morales holds Bachelor Of Science (B.S.), Finance, General from University Of Illinois Urbana-Champaign.
What skills is Phoebe Morales known for?
Phoebe Morales is listed with skills including Leadership, Fitness Training, Powerpoint, Insurance, Event Planning, Market Research, Finance, and Facebook.
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