Carley Morgan
Financial Analyst @Deseret Trust Company
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WORK HISTORY
Financial Analyst @Deseret Trust Company
Reconcile 1,300+ GL accounts monthly with 100% on-time completion and full audit compliance- Monitor and record daily activity for DAF accounts, including donations, dividends, and transfers, using Stellar- Price 80+ securities monthly and value 160+ nonstandard assets annually to support accurate financial reporting- Streamlined reconciliation and pricing workflows, reducing monthly close time by 7%- Support securities lending operations to ensure accurate accounting and 4 pm day-end close.
EDUCATION
Brigham Young University
Bachelor of Arts - BA
Southern Utah University
Master of Business Administration - MBA
ABOUT CARLEY MORGAN
MBA | SHRM-CP | Business Professional with HR & Finance Expertise
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