Carley Morgan

Financial Analyst @Deseret Trust Company

Syracuse, UT, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2024 — Present

Financial Analyst @Deseret Trust Company

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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

N/A

Brigham Young University

Bachelor of Arts - BA

N/A

Southern Utah University

Master of Business Administration - MBA

ABOUT CARLEY MORGAN

MBA | SHRM-CP | Business Professional with HR & Finance Expertise

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Carley Morgan — Financial Analyst at Deseret Trust Company in Syracuse, UT, US | Unifers