Browse categories
Explore
Fiverr Pro
English
$
USD
Morgan Jones
@jones_fin_cpa
CPA, Financial Analyst, Excel Models, Data Analysis and Economic Research
Kenya
English
About me
CPA-qualified financial analyst with a degree in Economics and Finance. I specialize in Excel financial modeling, interactive dashboards, data analysis, SQL database queries, Stata econometric analysis, professional bookkeeping, and Word business reports. I serve startups, small businesses, NGOs, academic researchers, and growing companies with accurate, confidential, and timely results. Every number I deliver is CPA-accurate. Deadlines are sacred. I respond within one hour. Click Contact Me now and let us turn your data into decisions.
Skills
Morgan Jones
Offline •
See my services
Financial Modeling
I will create a professional excel financial model and dashboard
Portfolio
Work experience
Financial Analyst & Economic Consultant
Boston Consulting Group • Full-time
Dec 2024 - Present • 1 yr 6 mos
At BCG (Boston Consulting Group), one of the world's top three global management consulting firms operating in 50+ countries, I deliver high-impact financial and economic solutions to corporate clients across multiple industries. Key responsibilities and achievements: ✦ Built advanced Excel financial models for strategic business planning, investment appraisal, and scenario analysis for multinational clients ✦ Conducted rigorous economic research and policy analysis to support evidence-based decision making ✦ Performed NPV, IRR, and DCF valuations for capital budgeting and investment decisions ✦ Delivered Stata econometric and statistical analysis for macroeconomic and microeconomic research ✦ Designed interactive Excel dashboards and KPI reports for C-suite and senior management ✦ Executed SQL database queries and data cleaning for large scale business intelligence projects ✦ Produced professional Word executive reports and strategic business documents for global clients ✦ Advised clients on financial planning, forecasting, cost optimization, and revenue growth strategies Every engagement delivered with worldclass accuracy, strict confidentiality, and on time professionalism.
CPA Accountant & Financial Analyst
KPMG • Full-time
May 2020 - Dec 2023 • 3 yrs 7 mos
At KPMG, one of the world's Big Four accounting and advisory firms operating in 150+ countries, I delivered high-quality financial and analytical solutions to corporate clients, NGOs, startups, and institutions. Key responsibilities and achievements: ✦ Prepared audit-ready financial statements, balance sheets, P&L accounts, and cash flow reports to international accounting standards ✦ Built Excel financial models for budgeting, forecasting, variance analysis, and scenario planning ✦ Conducted data analysis and SQL database queries to support business decision-making ✦ Delivered Stata econometric and statistical analysis for research and policy projects ✦ Produced professional Word business reports and executive summaries for senior management ✦ Managed full-cycle bookkeeping and reconciliations for multiple client accounts simultaneously ✦ Performed NPV, IRR, and DCF investment appraisals for capital budgeting decisions ✦ Advised clients on financial planning, cost reduction, and revenue optimization strategies Every engagement delivered with Big Four accuracy, strict confidentiality, and on-time professionalism.
