Nathan Morgan
Manager, Portfolio Planning and Management @The Walt Disney Company
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WORK HISTORY
Manager, Portfolio Planning and Management @The Walt Disney Company
Led strategic planning, financial management and site integration of the technology and digital portfolio for Core Platforms, which includes essential Cast facing applications, Cloud, Mobile and Web back-end, GQE, and performance engineering.
EDUCATION
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA)
Florida State University
Bachelor of Science
ABOUT NATHAN MORGAN
10+ years of financial experience working directly with executive leadership to analyze opex and capital portfolios, identify opportunities and risks, and present/discuss actionable solutions that prioritize and achieve strategic objectives within budget. 6+ years supporting technology organization completing strategic cost analysis and business case development for various product life cycles, monitoring capital project delivery, and evaluating on-going costs. 2 years in Food & Beverage completing FP & A and operations finance support to drive EBITDA growth. Identify and report outliers of bottom performance, report on status and results of $15M kitchen efficiency technology program, and lead frequent training roadshows to General Managers to explain financial metrics, variable cost drivers, and new labor tool. In Total, Responsibilities include AOP/ACP creation, consolidation, month-end close, forecast, variance analysis, journal entries, regression analysis, KPI model creation, senior leadership presentations, financial literacy training, and ad-hoc reporting. Utilize various systems including SAP, Clarity, Business Intelligence, Microsoft Office/Excel, and basic SQL for report building. MBA (‘16) with 3.9/4.0 GPA, concentrations in Finance and Mgmt, and a B.S. in Finance (‘10). Prior experience in financial services, portfolio management, and project management with interests in private equity and investment banking (held Series licenses and financial modeling certifications).
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