Curtis Morrison
About Curtis Morrison
Curtis Morrison serves as the Senior Manager of Financial Planning and Analysis (FP&A) at Oportun, where he has worked since 2021. With extensive experience in financial management across various companies, he has held significant roles at Brookshire Grocery Company, Citi, and Deloitte.
Work at Oportun
Curtis Morrison has served as the Senior Manager of Financial Planning and Analysis (FP&A) at Oportun since 2021. In this role, he is based in Frisco, Texas, and operates in a hybrid work environment. His responsibilities include leading the development of comprehensive financial variances and creating detailed unit cost operational dashboards. These dashboards facilitate tactical discussions with leadership teams. Additionally, he manages and executes revenue forecasting models across all business units at Oportun, collaborating with Marketing and Risk Management to ensure accurate revenue forecasts.
Previous Experience
Prior to his current position at Oportun, Curtis Morrison held several significant roles in financial planning and analysis. He worked at Brookshire Grocery Company as the Director of Financial Planning and Analysis for a brief period in 2021. His extensive tenure at Citi spanned over a decade, where he held various positions, including Director of Financial Planning and Analysis and Senior Manager FP&A. He also served as a Consulting Manager at Deloitte for one year and as a Financial Analyst at Farmland Industries Inc. from 1998 to 2000.
Education and Expertise
Curtis Morrison earned a Bachelor of Science in Accounting from Northwest Missouri State University, where he studied from 1986 to 1990. He furthered his education by obtaining a Master of Business Administration (MBA) in Finance from the University of Missouri-Kansas City, completing his studies from 1995 to 1998. His educational background provides a strong foundation for his expertise in financial planning and analysis.
Financial Analysis and Management Skills
In his various roles, Curtis Morrison has developed a robust skill set in financial analysis and management. He has led initiatives to provide financial overviews related to corporate staffing levels, including the management of third-party staffing vendors. His focus on optimizing resource usage against operating volumes has contributed to operational efficiency in the organizations he has worked for.
Career Timeline
Curtis Morrison's career spans several decades, beginning with his role as Controller at Bartlett and Company from 1991 to 1998. He transitioned to Citi, where he held multiple positions from 2000 to 2018, including Analyst FP&A and Director of Financial Planning and Analysis. After a year at Deloitte, he briefly worked at Brookshire Grocery Company before joining Oportun in 2021. His career reflects a consistent focus on financial planning and analysis across various industries.