Open to opportunities

Morgan Wagers

@morganwagers

I manage bookkeeping, payroll, financial operations, and data reporting for clients and business teams.

At Elevated Tax & Accounting, I manage bookkeeping and financial reporting for approximately 15 clients and process weekly or bi-weekly payroll for 8–10 clients using ADP and SurePayroll. I also support the firm’s marketing through a quality assurance specialist leadership role in BNI.

Previously, I maintained 1,500+ intellectual property records and analyzed 100+ accounts at the University of Akron. At Fallsway Equipment Company, I managed 800+ B2B leases, 1,000+ vendor accounts, and implemented a credit card management system that reduced processing time by about eight hours and lost work-order costs by about $300 per month.

Experience

Work history, roles, and key accomplishments

Current

AP Specialist and Bookkeeper

Current

Elevated Tax & Accounting

Jul 2024 - Present (2 years 2 months)

Manage bookkeeping operations for financial reporting, including balance sheet, income statement, and workpapers for approximately 15 clients. Process end-to-end payroll for 8-10 clients in ADP and SurePayroll.

Bookkeeping Financial Reporting Payroll ADP

Current

Associate Tennis Professional

Current

LaTuchie Tennis Center

Sep 2019 - Present (7 years)

Create lesson plans to direct private lessons and group clinics for players of diverse levels. Lead USTA teams and serve approximately 400 members by scheduling court time and resolving billing questions.

Tennis Instruction Lesson Planning Team Leadership Customer Service Scheduling

Coordinator, Technology Transfer

University of Akron

Jan 2024 - Jun 2024 (5 months)

Maintained accurate data and documentation of over 1,500 intellectual property records. Analyzed financial data of over 100 accounts in Workday to provide monthly reports to faculty.

Data Management Financial Analysis Workday Peoplesoft

Financial Operations Manager

University of Akron

Mar 2023 - Jan 2024 (10 months)

Maintained accurate data and documentation of over 1,500 intellectual property records. Analyzed financial data of over 100 accounts in Workday to provide monthly reports to faculty.

Data Management Financial Analysis Workday Peoplesoft

Purchasing Coordinator

Fallsway Equipment Company

Jul 2022 - Mar 2023 (8 months)

Managed over 800 current B2B equipment leases with accurate data tracking in SQL Server Reporting Services and HubSpot. Served as liaison between sales team and banks, processing and closing an average of 15 funding packages per month.

SQL Reporting HubSpot CRM Data Tracking Accounts Payable Vendor Management

Leasing Coordinator

Fallsway Equipment Company

Aug 2019 - Jul 2022 (2 years 11 months)

SQL Reporting HubSpot CRM Data Tracking Accounts Payable Vendor Management

Customer Service Representative II

The Commercial and Savings Bank

Jul 2018 - Aug 2019 (1 year 1 month)

Processed high-volume daily banking transactions including deposits, withdrawals, and account inquiries, identifying opportunities to upsell financial services. Attained vault teller status and onboarded new customer accounts.

Banking Operations Customer Service Upselling Onboarding

Education

Degrees, certifications, and relevant coursework

College of Wooster

Bachelor of Arts, Independent Thesis – The Lord’s Place in Government: The Role of Religious Institutions in Government

Activities and societies: Student Athlete, Varsity Tennis Team (2014-2018); Team Captain for the 2017-2018 Season; Member, Student-Athlete Advisory Committee (SAAC) and Women’s Athletic and Recreation Association (WARA).

Graduated with a Bachelor of Arts degree, completing an independent thesis on the role of religious institutions in government.