Morgan Caussin Hanna

Recently retired business owner and detail-oriented accounting and operations professional with 20+ years of experience managing financial records, accounts payable and receivable activities, bookkeeping functions, payroll processing, bank reconciliations, tax preparation support, and business operations. Experienced using QuickBooks, Microsoft Dynamics, and advanced Excel functions to maintain accurate financial records, track transactions, and support reporting requirements. Skilled at managing sensitive financial information, coordinating with vendors and clients, and ensuring accuracy, compliance, and timely completion of accounting processes.

Co-Owner / Operations & Administrative Lead - Red Stag Financial

(2023-01 - 2026-01)

• Coordinate financial transactions and documentation between borrowers, attorneys, lenders, and real estate professionals.
• Review financial documents for accuracy, completeness, and compliance requirements.
• Maintain detailed records of transactions, payments, contracts, and supporting documentation.
• Track financial deadlines and ensure timely completion of required documentation.
• Support bookkeeping and transaction reporting activities.
• Reconcile transaction records and documentation to ensure accuracy and completeness.

Co-Owner / Business Operations Manager - Hanna Consulting

(2016-01 - 2023-01)

• Managed day-to-day financial operations including bookkeeping, invoicing, payment tracking, and record keeping.
• Processed payroll and maintained payroll records.
• Performed bank reconciliations and verified transaction accuracy.
• Utilized QuickBooks and Microsoft Dynamics to manage financial records and business operations.
• Prepared financial documentation for tax preparation and reporting purposes.
• Maintained accounts receivable records and monitored customer payments.
• Coordinated vendor payments and maintained accurate financial documentation.
• Generated reports and spreadsheets using Excel to support business decision-making.

Co-Owner / Mortgage Note Investor - Hanna Consulting

(2008-01 - 2015-01)

• Managed financial records and transaction documentation for mortgage note investments.
• Conducted detailed reviews of financial statements, loan records, and supporting documentation.
• Maintained accurate accounting records and transaction histories.
• Tracked payments, balances, and financial performance of investment assets.
• Organized financial records for reporting, compliance, and tax preparation purposes.
• Utilized Excel to analyze investment data and monitor portfolio performance.

Customer Service Representative - Travelers Insurance

(2008-01 - 2010-01)

• Maintained accurate customer account records and transaction information.
• Processed account updates and policy transactions while ensuring data accuracy.
• Assisted customers with documentation and account inquiries.
• Handled confidential financial information with professionalism and discretion.

Bachelor of Arts - Psychology - University of Arkansas