
Jack Morris
Short-term Work Placement

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About me
Senior Finance Consultant at Acuity 24 | Sage Intacct Specialist
Education

Chartered Management Institute
2018 - 2019Level 5 Management and LeadershipActivities and Societies: Information based decision making, Conducting management projects, Organisational financial management, Conducting marketing plans, Organisational corporate social responsibility These qualifications are designed for practising middle managers and leaders at operations, division, departmental or specialist level, who are typically accountable to a senior manager or business owner. The primary role of a practising or aspiring manager and leader is to lead and manage individuals and teams to deliver the aims and objectives in line with the organisational strategy.

The Manchester Metropolitan University
2016 - 2019First Class BA(Hons) Business With Industrial Experience Business Administration and Management, General
Experience

Alcon
Aug 2016 - Aug 2016Short-term Work PlacementKey Responsibilities: - Researched and developed a comprehensive slide deck for the Head of Market Access on a new business compliance process- Attended meetings with National and Regional management teams- Received general orientation on internal business processes and corporate culture

M1 Consultancy
Sept 2016 - May 2019ConsultantKey Responsibilities: - Primary and secondary research analysis across a broad base of industries - Formulation of analysis-based recommendations e.g. the set up cloud based communications platform for an NHS client- Drove successful outcomes from client meetings and negotiated with external companies over the development of potential solutions - Worked both within a team and individually on consultancy projects taking a leadership role in a number of key projects - Required to establish and maintain professional long-term relationships with clients Show less

The Carteret Group - London, New York, Geneva
Oct 2019 - Jul 2021Corporate AnalystKey Responsibilities: - Quantitative Analytics – Developing bespoke analytics models utilised in professional Football (men and women’s), Rugby Union and Formula One. Key models include: Player Assessment Analysis, Team Performance Analysis, Manager Assessment Analysis - Sell-side M&A - including a Premier League Football Club and Super League Rugby League Club- Debt Finance - Deferred Transfer Fee acceleration and acceleration of Central Distributions for some of the top clubs in European Football (mainly FAPL) - communication and negotiation with clients and fund managers- Real Estate Funding - assisted with the exploration of funding options for multiple professional football clubs and rugby clubs- Maintaining and developing CRM systems across all parts of the Carteret Group - Asana - Pipedrive Show less

Itas Solutions - Multi-Award Winning Sage Partner
Feb 2022 - Jun 2022Solutions Consultant• Supported Intacct sales cycle, leading discovery sessions.• Produced SOWs, proposal reviews, and negotiations with prospective clients.

Phase 3
Jun 2022 - Mar 2024• Lead Clients through Implementation cycle.• Conduct all necessary meetings and configuration of modules.• Provide training and demonstrations of Intacct functionality to implementation clients.• Deliver work for Managed Services clients that are part of our long-term support network.• Conduct knowledge transfers and lead scoping sessions for prospective Intacct customers.• Support the enablement of junior Sage Intacct consultants.
Lead Finance Consultant
Nov 2023 - Mar 2024Finance Consultant
Jun 2022 - Nov 2023

Acuity24
Mar 2024 - nowSenior Finance Consultant
Licenses & Certifications

Sage Intacct Implementation Specialist
SageMar 2022- View certificate

Sage Certified Construction Industry Specialist
SageDec 2024 
Level 5
Chartered Management Institute
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