Morgan Brookman

Experience

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  Wells Fargo

  May 2014 - Aug 2014

  Summer Analyst - Leadership Pipeline Program

  - Worked as an accounting analyst in Wholesale Finance with members of Asset Backed Finance Group Controllers - Assisted in the tie-out of multiple reporting schedules for the SEC Reporting process - Performed monthly analytics for different divisions using a variety of Wells Fargo's reporting information software including IRIS and EssBase - Developed business acumen in interdisciplinary meetings and conference calls with executives

• 

  McGladrey

  Jun 2015 - Aug 2015

  Assurance Intern

  - Responsible for understanding the client’s needs and expectations as well as their business and industry which was accomplished by speaking to key client personnel.- Assessed risks and evaluated the client’s internal control structure.- Responsible for performing substantive tests for areas including but not limited to cash, accounts payable, accounts receivable, and fixed assets.- Documented work completed by preparing work papers.- Performed compliance testing on various clients employee benefits plans. Testing included but not limited to contributions, distributions, and eligibility. Show less

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  RSM US LLP

  Dec 2015 - Sept 2018

  - Experience conducting financial statement audits in industries such as manufacturing, distributing, not for profits, employee benefit plans, service industries, as well as mergers and acquisitions - Designed testing approaches for various account balances based off identified risks and recommended ways to mitigate risks - Prepared client financial statements and related disclosures in accordance with firm guidance and US GAAP- Consistently provided high quality service as the primary audit contact, while managing multiple engagements simultaneously - Took responsibility for the completion of engagements in accordance with strict budgets and deadlines- Reviewed work prepared by staff members, provided comments and feedback, and reported the productivity of the engagement to senior management- Developed communication and teamwork skills by providing on-site training to staff and through leading a training session for incoming audit interns Show less

  • Senior Assurance Associate

    Oct 2017 - Sept 2018

  • Assurance Associate

    Dec 2015 - Oct 2017
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  Barings

  Sept 2018 - now

  Global Controllers Group - Financial Information Systems - General Ledger Close Lead & Workday Report Writer Analyst- Financial Information Systems, GL Close & Report WritingGlobal Controllers group Analyst - Accounting Process and ControlsGlobal Controllers Group

  • Associate Director, Financial Information Systems

    Mar 2022 - now

  • GL Coordination & Workday Report Writing Analyst

    May 2021 - Mar 2022

  • Accounting and Controls Analyst

    Sept 2018 - May 2021