Phoebe Morales

Phoebe Morales Email and Phone Number

Accounting Manager @ Upstart
Phoebe Morales's Location
United States, United States
Phoebe Morales's Contact Details

Phoebe Morales work email

Phoebe Morales personal email

n/a
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.

Phoebe Morales's Current Company Details
Upstart

Upstart

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Accounting Manager
Website:
upstart.com
Phoebe Morales Work Experience Details
  • Upstart
    Accounting Manager
    Upstart Apr 2021 - Present
    San Mateo, Ca, Us
    View
  • Prodigy Software Inc. (Acquired By Upstart Holdings, Inc.)
    Accounting Manager
    Prodigy Software Inc. (Acquired By Upstart Holdings, Inc.) Aug 2020 - Present
    San Francisco, California, Us
    View
  • Scalefactor
    Financial Close Specialist Lead
    Scalefactor Jan 2020 - Aug 2020
    Austin, Texas, Us
    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.
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  • Scalefactor
    Senior Accountant
    Scalefactor May 2019 - Dec 2019
    Austin, Texas, Us
    View
  • Continental Ltc, Inc.
    Accounts Payable Specialist/Expense Analyst
    Continental Ltc, Inc. Oct 2016 - May 2019
    Austin, Texas, Us
    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
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  • Continental Ltc, Inc.
    Agent Commission Accounting Representative
    Continental Ltc, Inc. Oct 2015 - Oct 2016
    Austin, Texas, Us
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  • Marsh & Mclennan Companies, Inc.
    Operational Specialist / Surplus Lines Coordinator
    Marsh & Mclennan Companies, Inc. Jun 2014 - Oct 2015
    New York, Ny, Us
    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.
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  • Cmc Markets
    Financial Data Research Analyst
    Cmc Markets Jul 2012 - Dec 2012
    London, Gb
    View

Phoebe Morales Skills

Leadership Fitness Training Powerpoint Insurance Event Planning Market Research Finance Facebook Microsoft Office Surplus Lines Microsoft Word Microsoft Excel Social Networking Leadership Development Customer Service Financial Analysis Management Marketing Communications Research Marketing Strategy

Phoebe Morales Education Details

  • University Of Illinois Urbana-Champaign
    University Of Illinois Urbana-Champaign
    General
  • Parkland College
    Parkland College
    General
  • Tran Dai Nghia High School For The Gifted
    Tran Dai Nghia High School For The Gifted
    High School Diploma

Frequently Asked Questions about Phoebe Morales

What company does Phoebe Morales work for?

Phoebe Morales works for Upstart

What is Phoebe Morales's role at the current company?

Phoebe Morales's current role is Accounting Manager.

What is Phoebe Morales's email address?

Phoebe Morales's email address is ph****@****igy.com

What schools did Phoebe Morales attend?

Phoebe Morales attended University Of Illinois Urbana-Champaign, Parkland College, Tran Dai Nghia High School For The Gifted.

What skills is Phoebe Morales known for?

Phoebe Morales has skills like Leadership, Fitness Training, Powerpoint, Insurance, Event Planning, Market Research, Finance, Facebook, Microsoft Office, Surplus Lines, Microsoft Word, Microsoft Excel.

Who are Phoebe Morales's colleagues?

Phoebe Morales's colleagues are Ryan Kearns, Amanda Dinelli, Malcolm Fowlkes, Jared Badia, John Chambers, Raphael Monroe Marcondes, Axel Moyal.

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