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James Morgan

James Morgan

Finance Assistant

Followers of James Morgan236 followers
location of James MorganIslington, England, United Kingdom

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  • Timeline

  • About me

    Qualified Accountant with broad experience

  • Education

    • Magdalen College School

      2003 - 2011
      Mathematics, Further Mathematics, English, Philosophy

      Activities and Societies: Economics Society, Rugby, Drama Club

    • The University of Manchester

      2011 - 2014
      Bachelor’s Degree Economics 2:1 - 68%

      Activities and Societies: Squash Club, Drama Club Selected a wide scope of subjects in my first and second years, including philosophy, history, politics, and economics. During my final year I focused on economics and econometrics in particular becoming competent in several modelling programmes such as Eviews, Stata, and SPSS.

  • Experience

    • Compass Group UK & Ireland

      Sept 2014 - Mar 2017
      Finance Assistant

      Joined the Management accounting graduate scheme and for the first 6 months followed the usual progression. I was then moved to manage a UK wide project focused on resolving a principle risk area that historically had caused issues. Received an award for my work on the project. Worked in 4 sectors during my time with Compass gaining a wide range of management accounting skills.

    • Nurture Brands

      Apr 2017 - Mar 2020

      Monthly management accounts preparationReporting - creation and regular provisionFinance business partnering - particularly with Sales and OperationsCategory analyst - analysing PoS and other data to support salesProject teams - acting as finance business partner and providing modelling and analysisInnovation and Analysis

      • Commercial Finance Manager

        Mar 2019 - Mar 2020

      • Finance Rebel

        Apr 2017 - Mar 2019

    • JHMorgan Ltd

      Mar 2020 - Mar 2023
      Director

      Private company for contract work

    • Adrianople Group

      Aug 2020 - Jan 2022
      Senior Research Analyst

      Consultancy and Analyst work relating to Special Economic Zones, Private Capital Markets, and Economic Development.

    • Cities of Seven

      Jul 2021 - Jun 2022
      Founder

      Establishment of a Venture Philanthropy fund in Brazil targeting economic development by combining targeted capital, government services, and expert advice

    • London & Partners

      Jan 2023 - now
      Commercial Business Partner

      Working to increase commercial revenues.

    • Wellcome Trust

      Mar 2023 - Jan 2024
      Finance Business Partner

  • Licenses & Certifications

    • CIMA Adv Dip MA

      CIMA
      Sept 2014

    • Certified Management Accountant (CMA)

      CIMA
      May 2019

  • Honors & Awards

    • Awarded to James Morgan
      Be a Star Award UK Financial Controller - Compass Group UK & IR May 2015 I was presented the award for my contribution towards the tackling of UK risk in association with the project I lead.

  • Volunteer Experience

    • Event organisation and budgeting

      Issued by Oaktree on May 2010
      OaktreeAssociated with James Morgan