Morgan Holt
@morganholt
Detail-oriented project administrator with expertise in data analytics.
What I'm looking for
As a Project Administrator/Coordinator at the Connective Tissue Oncology Society, I excel in compiling and verifying financial data, ensuring accuracy in QuickBooks, and streamlining the invoicing process. My role involves coordinating annual meetings and facilitating travel arrangements for international participants, showcasing my strong organizational skills and attention to detail.
Previously, as an ERP Risk and Automation Consulting Associate at RSM US LLP, I led transformational projects that optimized business operations through advanced automation strategies. I successfully restructured the Data Technology & Innovation Team, enhancing performance and visibility through a brand redesign. My expertise in financial processes and data analytics allowed me to develop fraud detection solutions and deliver actionable insights through Alteryx and PowerBI dashboards.
During my internship at Centene Corporation, I conducted financial trend analysis that significantly improved forecasting accuracy. Collaborating with senior leadership, I provided strategic recommendations that influenced key initiatives. My educational background in Business Management Consulting & Analytics from Virginia Tech, combined with my certifications in PowerBI and Alteryx, equips me with the skills to drive data-driven decision-making.
Experience
Work history, roles, and key accomplishments
Project Administrator/Coordinator
Connective Tissue Oncology Society (CTOS)
Nov 2024 - Present (7 months)
Compiled and verified quarterly financial data into QuickBooks, ensuring accuracy and timely processing of invoices for streamlined financial reporting. Coordinated the registration process for annual meetings while reviewing/approving work-visa letter applications, and facilitating travel arrangements for international participants. Created and maintained historical company data in Excel, benchma
ERP Risk and Automation Consulting Associate
RSM US LLP
Jul 2023 - Sep 2024 (1 year 2 months)
Led transformational projects for business operations across internal audit, compliance, and management controls by implementing advanced automation and process continuity strategies. Engineered fraud detection solutions in Credit Card and Procurement/Purchasing testing by developing data-wrangling Alteryx workflows and PowerBI dashboards, facilitating fraud flagging and quarterly data visualized
Data Analyst Intern
Centene Corporation
May 2022 - Aug 2022 (3 months)
Conducted financial trend analysis that improved forecasting accuracy, building PowerBI dashboards to track KPIs and present recommendations to C-level executives. Collaborated with senior leadership to fine-tune financial models, displaying financial data insights and providing actionable recommendations that influenced key strategic initiatives.
Education
Degrees, certifications, and relevant coursework
Virginia Tech
Bachelor of Science, Business - Management Consulting & Analytics
Activities and societies: Member of Collegiate Women in Business and Pi Beta Phi. Led a 6-month pro bono consulting engagement with a local community center, providing strategic planning advice and optimizing resource allocation.
Studied Management Consulting & Analytics, focusing on business strategies and data analysis. Also pursued a minor in Water Sustainability, gaining interdisciplinary knowledge.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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