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Bio

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Morgan Parker, CMA, is a seasoned financial analyst with 8+ years of experience in managing center operating budgets, conducting financial analysis, and helping organizations run efficient programs. She holds a BS in Accounting and Business Administration from Texas Lutheran University and is certified as a Certified Management Accountant (CMA).

Credentials

  • IMA Data Analytics & Visualization Fundamentals Certificate®
    IMA | Institute of Management Accountants
    Sep, 2023
    - Apr, 2026
  • Certified Management Accountant
    Certified Management Accountant: CMA®
    Aug, 2022
    - Apr, 2026
  • Certified Healthcare Financial Professional (CHFP)
    Healthcare Financial Management Association (HFMA)
    Nov, 2020
    - Apr, 2026
  • Certified Specialist Accounting and Finance (CSAF)
    Healthcare Financial Management Association (HFMA)
    Dec, 2020
    - Apr, 2026

Experience

    • United States
    • Mental Health Care
    • 300 - 400 Employee
    • Director Of Financial Planning & Analysis
      • Sep 2018 - Present

    • Financial Analyst
      • Dec 2015 - Present

      -Managing center operating budgets across 8 counties.-Conducting financial analysis on business situations and scenarios.-Helping the center run efficient programs so that they may serve the maximum amount of individuals in the community while maintaining fiscal responsibility.

    • Regional Financial Analyst - Americas
      • Mar 2015 - Mar 2016
      • Houston, Texas Area

      Support the Finance Director with financial reporting and performance analysis and with developing the staff functions of Finance and Business control into top class performers in their respective areas.Review and comment on monthly results for GM Territories and Business StreamsSupport and provide analysis support to Regional Stream DirectorIdentify and bring forward improvement suggestions related to performance systems, financial processes and policies Take active part in the budgeting process and forecasting routines in the region Improve quality in finance processesContribute to improving internal control systems.

  • Applus RTD
    • Sugar Land, Texas
    • Financial Analyst
      • Apr 2014 - Feb 2015
      • Sugar Land, Texas

  • Healix
    • Sugar Land
    • Financial Analyst
      • Jun 2012 - Mar 2014
      • Sugar Land

      Operating Expense Management, responsible for monitoring corporate operating expenses and maintain that they in line with pre-established year end budgets.Expense optimization, finding ways to lower expenses while maintaining or increasing effeciency and productivity. (Example: Switched to a new travel management provider which would drive company travel costs down, while still maintaining the proper travel qualities needed for company travelers).Auditing, investigate areas of revenue and expenses to assess the accuracy and effectiveness of the business systems. (Example: Audited pharmaceutical drugs that were purchased in 2012 to discover an mistake that led to a prevention of over spending on drugs going forward in 2013)Ad Hoc Requests, ranging from Income Statement Analysis, net income analysis, sales and use analysis, etc.

  • San Antonio Water System
    • San Antonio, Texas Area
    • Financial Analyst Intern
      • Jun 2011 - Jun 2012
      • San Antonio, Texas Area

      Created Cost Benefit Analysis on numerous projects to help increase revenue while maintaining or increasing efficiency. Co-Managed the HR departments operating expenses.Helped establish yearly company wide budget.

  • Lacoste
    • San Marcos, TX
    • Sales Representative
      • Jun 2010 - Aug 2011
      • San Marcos, TX

      Assisted in meeting monthly store sales goals.Handled customer complaints and issues.Reorganized backroom inventory to become more efficient and less time consuming finding products for customers.

    • Accounting Intern
      • Jan 2011 - May 2011
      • Seguin, TX

      Main jobs would include daily bank reconciliations and daily transactions.

  • Alamo Workforce Solutions
    • New Braunfels, Texas
    • Site Coordinator
      • Jan 2011 - Apr 2011
      • New Braunfels, Texas

      Lead a team of students that did taxes for low-income people/families.In charge of handling complaints/issues/questions regarding taxes or procedures.Ensured that the completed taxes were properly filed and submitted to the IRS in a timely and professional manner.

Education

  • 2007 - 2012
    Texas Lutheran
    BS, Accounting, Business Administration
  • 2003 - 2007
    Humble High School
    N/A, N/A

Suggested Services

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

Industry Focus. “Accounting and Auditing”

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