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Kelsey Mckown is a seasoned finance professional with a Master of Business Administration (MBA) from the University of Maryland and extensive experience in financial planning, analysis, and leadership. She has held various roles at Morgan Stanley, including Director of ISG Global Financial Planning and Analysis, Financial Analyst II, and Equity Derivatives Associate. Her expertise spans financial modeling, budgeting, forecasting, and team management.

Experience

    • Director, Isg Global Financial Planning And Analysis
    • Director, ISG Global Financial Planning and Analysis
      • Jul 2022 - Present
  • McCormick & Company
    • Hunt Valley, Maryland, United States
    • Financial Analyst II, Business Planning and Insights
      • Apr 2020 - Jun 2022
      • Hunt Valley, Maryland, United States

      -Leveraged SAP and Business Warehouse (BW) to create and distribute timely reporting of SG&A performance against forecast for US entities -Partnered with 45 cross functional business leaders on forecast expectations and developed strategies to maximize profitability to ensure P&L targets ...

    • United States
    • Financial Services
    • 700 & Above Employee
    • Equity Derivatives Associate
      • Nov 2016 - Apr 2020

      • Partner with Sales & Trading, Risk, Technology, Operations and other Controllers to ensure accurate P&L reporting• Complete monthly Net Revenue reconciliations to identify variances between the General Ledger and P&L systems. Providing required substantiation documentation if needed.• Examine and interpret Greek-based risks and revenues for Equity Derivative portfolios• Led remote testing of Business Continuity Plans for Baltimore Derivatives team to mitigate potential risk• Active participant for panels and mentor events related to campus recruiting, women’s insight programs and intern summer program

    • ISG Management Reporting Analyst
      • Jan 2015 - Nov 2016

      • Compiled earnings reports for external reporting and internal management reporting (Daily revenue reports, etc.)• Explained variances between external and internal month end books with required substantiation from business unit heads• Provided metrics to upper management for other risk and regulatory groups as a means of pinpointing process inefficiencies• Compiled consolidated weekly p&l reports for upper management and trading desks to facilitate informed budgeting decisions

    • ISG Management Reporting Intern
      • Jun 2014 - Aug 2014

      • Completed Ad-Hoc revenue analysis assisting management in strategic decisions regarding business planning• Provided head of trading desks with weekly breakouts of variances to revenue forecasts

    • Sports Marketing Intern
      • Jun 2013 - Aug 2013
      • Laurel, MD

      • Developed a marketing plan to target Carolinas area for expansion of youth summer football camps• Evaluated organizational performance and compared figures with local competition• Recruited > 50 new campers for additional $45,000 in revenue for DC area camps

  • Morgan Stanley
    • Baltimore, Maryland Area
    • Operations Summer Intern
      • Jun 2012 - Aug 2012
      • Baltimore, Maryland Area

      • Group responsible for settlement and documentation of third party North American residential loans• Performed daily checks on settlement and reconciliation of transactions• Tracked, reviewed and shipped supporting documents for over 500 residential loans

    • Account Representative
      • Jun 2011 - Aug 2011
      • Columbia,Md

      • Marketed and sold electrical and gas contracts representing Direct Energy• Converted > 120 accounts for $288,000 in revenue during internship• Interviewed and trained entry level candidates• Promoted from Entry Level to Sales Leader position

Education

  • 2017 - 2019
    University of Maryland
  • 2010 - 2014
    Salisbury University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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