Morgan Boer
About Morgan Boer
Morgan Boer is a Retirement Plan Financial Reporting Intern at Transamerica, where they have worked since 2019. They hold a Bachelor's degree in Business Administration from the University of Dubuque and have previous experience as a Product Marketing Intern at McGraw-Hill Education.
Work at Transamerica
Morgan Boer has been employed at Transamerica as a Retirement Plan Financial Reporting Intern since 2019. In this role, Morgan is responsible for extracting financial data using SQL queries to perform analysis. The internship involves analyzing research results and resolving errors in billing. Additionally, Morgan completes monthly and quarterly variance analysis and conducts individual contract profitability research. This position has provided Morgan with practical experience in financial reporting within the retirement planning sector.
Education and Expertise
Morgan Boer studied at the University of Dubuque from 2016 to 2020, earning a Bachelor's degree in Business Administration with a focus on Marketing and Accounting. Prior to university, Morgan attended North Linn High School from 2012 to 2016. This educational background has equipped Morgan with foundational knowledge and skills relevant to the fields of business and finance, enhancing the effectiveness in current roles.
Previous Experience
Before joining Transamerica, Morgan worked as a Product Marketing Intern at McGraw-Hill Education in 2018 for three months. This internship took place in New York, New York, and provided Morgan with exposure to marketing strategies and product development. Additionally, Morgan has been working as a Table Server at Texas Roadhouse since 2017 in Louisville, Kentucky, gaining customer service experience and skills in a fast-paced environment.
Skills in Financial Analysis
In the role of Retirement Plan Financial Reporting Intern at Transamerica, Morgan Boer has developed skills in financial analysis. Responsibilities include extracting data using SQL, performing variance analysis, and conducting profitability research. These tasks require attention to detail and analytical thinking, contributing to a comprehensive understanding of financial reporting processes.