Professional Summary

Professional Overview

Alex Morgan is a seasoned business executive with extensive expertise in finance, operations, and strategic leadership. As the Chief Operating Officer at Kita and the Finance Director at EVie, he plays a pivotal role in driving organizational efficiency, optimizing financial performance, and spearheading strategic initiatives.

Experience Summary

Current Roles

Chief Operating Officer, Kita (2024-10-01 to Present)

• Oversees all day-to-day operations, ensuring streamlined processes and effective resource allocation

• Collaborates with the executive team to develop and implement strategic plans that drive business growth and profitability

• Implements cost-saving measures and process improvements to enhance operational effectiveness

Finance Director, EVie (2022-09-01 to Present)

• Responsible for managing the company's financial operations, including budgeting, forecasting, and financial reporting

• Provides strategic financial guidance to the leadership team to support informed decision-making

• Leads the implementation of financial controls and risk management strategies

Director, Collinio Capital (2017-07-01 to Present)

• Serves on the board of directors, contributing to the company's strategic direction and investment decisions

• Leverages financial expertise to analyze investment opportunities and monitor portfolio performance

Co-Founder, Home James Jersey (2016-02-01 to Present)

• Co-founded the successful e-commerce business, overseeing operational and financial aspects

Past Roles

Finance Director, Kita (2022-12-01 to 2024-10-01)

• Played a key role in the company's financial planning and analysis, contributing to its growth and profitability

Chief Operating Officer, Perdurance Asset Management (2018-12-01 to 2023-12-01)

• Implemented operational improvements that enhanced efficiency and productivity, leading to a 20% increase in client satisfaction

Academic Background

Alex holds a Bachelor of Commerce degree from the University of Auckland, with a major in Accounting and Finance.

Areas of Expertise

• Financial management and strategic planning

• Operational optimization and process improvement

• Strategic leadership and change management

• Venture capital and investment analysis

• E-commerce and digital transformation

Professional Impact

• Spearheaded the implementation of a new enterprise resource planning (ERP) system at Kita, resulting in a 15% reduction in administrative costs

• Played a pivotal role in the successful acquisition of a competitor by Collinio Capital, contributing to the firm's growth and market presence

• Co-founded Home James Jersey, an e-commerce platform that now serves over 10,000 customers across New Zealand and Australia

Conclusion

With his exceptional track record in finance, operations, and strategic leadership, Alex Morgan is poised to continue driving value and impact in his current and future roles. His diverse experience, coupled with his strong problem-solving skills and innovative mindset, make him a valuable asset to any organization seeking to achieve operational excellence and sustainable growth.