Morgan Kugel
Finance Program Analyst at Wells Fargo
- Role
- Finance Program Analyst at Wells Fargo
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Finance Program Analyst
Jul 2023 — Present · Charlotte, NC, US
Corporate Treasury - Balance Sheet OptimizationConsumer, Small & Business Banking - Financial Planning & Analysis• Inherited weekly metrics report, remaining adaptable through content updates and automation efforts, as well as managing the collection of 100+ business metrics related to strategic initiatives, requiring communication and collaboration across multiple groups• Utilized Essbase and FAST to create financial trend views included in various presentations, improving knowledge of budget and forecasting cycles• Drove financial research and analysis of enterprise spend initiatives delivering key findings to business leadership partners as project main point of contact. Further participated in weekly committee meetings• Involved in quarterly earnings process – investor overviews, regulatory reports, peer reviews, etc.
Education
University of Central Florida
Bachelor's Degree, Finance and Accounting
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