Financial Systems Architecture & Automation

Rob Morgan

Bridging technical IT infrastructure with treasury operations. I convert manual, high-friction financial processes into secure, automated data pipelines.

Get in Touch Download Resume

Summary of Qualifications

Financial Systems Architecture

Proven track record bridging technical IT infrastructure with treasury operations, converting manual, high-friction financial processes into secure, automated data pipelines.

Cloud Accounting & AI Automation

Advanced practitioner in deploying modern accounting ecosystems (QuickBooks Online, Xero) and AI-driven workflows to eliminate administrative drag and accelerate operational scale.

Compliance & Treasury Controls

Hands-on experience governing complex regulatory workflows, zero-margin-for-error records management, and enterprise database integrations.

Professional Experience

Remote Operational Risk & Systems Specialist

U-Haul International

Sept 2026 - Present
  • Database Triage: Execute rapid-response resolution for complex, high-stakes logistical escalations, navigating proprietary databases to recover assets and prevent corporate revenue loss.
  • Risk Mitigation: Manage ~20 complex, tier-2 system escalations daily, leveraging technical problem-solving and multi-monitor software workflows under high-pressure, time-sensitive conditions.
  • Data Integrity: Maintain absolute zero-margin-for-error documentation while processing sensitive verification data, ensuring strict compliance with internal corporate audit standards.

Seasonal Tax Operations Manager

Liberty Tax

Aug 2025 - May 2026
  • Workflow Automation: Spearheaded the overhaul of legacy, paper-driven file systems into streamlined, cloud-based data workflows, slashing client turnaround times and minimizing manual data-entry errors.
  • Operational Leadership & Compliance: Managed daily branch operations, personnel, and compliance workflows for a high-volume financial services hub, guaranteeing strict alignment with IRS reporting standards.
  • Tech Stack Administration: Acted as the on-site IT Systems Administrator, configuring local area networks, maintaining hardware, and ensuring 100% operational database uptime during peak tax season volume.

Seasonal Remote B2B Tax Technology Specialist

TaxSlayer Pro

Dec 2024 - Apr 2025
  • Enterprise Software Support: Directed advanced technical configuration support for enterprise-tier tax professional accounting suites, server database networks, and cloud environments.
  • Systems Architecture Logic: Audited complex data pipelines, E-file processing sequences, and system logic errors to ensure seamless 100% IRS compliance for professional B2B tax firms.

Contract Implementation Advisor

Bank of America (via Apex Systems)

Mar 2022 - Nov 2022
  • Platform Configuration: Managed the end-to-end launch and technical deployment of enterprise-level treasury management and commercial banking platforms for B2B corporate clients.
  • Compliance Auditing: Performed exhaustive operational risk reviews, executing regulatory due diligence on organizational legal documents to validate secure financial system access.

Education & Certifications

Academic Background

Bachelor of Science in Accounting

College of Coastal Georgia

Brunswick, GA

Expected Graduation: December 2027

Professional Certifications

Financial

Intuit Bookkeeper Certified Xero Advisor Certified QuickBooks Online Payroll

Technical & Management

Google Project Management Google AI Professional CompTIA A+ Google IT Support

Let's Connect

Whether you're looking to optimize financial workflows, integrate new systems, or just want to talk tech and accounting—feel free to reach out.

rob@rbdgswg.me (912) 464-4081