Nicholas Morelli Email & Phone Number

Senior Director, Finance Transformation @ 42 North Dental

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Nicholas Morelli Location

Chicago, IL, US

Nicholas Morelli Work

Senior Director, Finance Transformation @ (March 2026 - Present)
Director, FP and A @ (September 2025 - March 2026)
Director of Finance @ (September 2024 - September 2025)
FP and A Manager @ (May 2024 - September 2024)
Senior Financial Analyst @ (May 2023 - May 2024)
Manager - Corporate FP and A @ (January 2023 - May 2023)
Senior Analyst - Corporate FP and A @ (March 2022 - January 2023)
Vice President - FM and A @ (August 2021 - March 2022)
Vice President - Investor Relations @ (February 2021 - August 2021)
Vice President - FP and A @ (July 2020 - February 2021)
Vice President - Global Markets @ (May 2016 - July 2020)
Accounting Analyst - Global Markets @ (October 2014 - May 2016)
Senior Account Analyst - US Investment Ops @ (October 2013 - October 2014)
Account Analyst - US Investment Ops @ (April 2012 - September 2013)
Marketing Specialist @ (September 2011 - April 2012)

Nicholas Morelli Education

Duquesne University
Master of Business Administration (M.B.A.) (Finance)
2014-2015
Washington & Jefferson College
Bachelor of Arts (Business Administration)
2007-2011

Nicholas Morelli Skills

Accounting
Anaplan
Annual Budgeting
Bloomberg Terminal
Budget Proposals
Budgeting
Competitive Analysis
Customer Service
Derivatives
Equity Derivatives
Finance
Financial Analysis
Financial Modeling
Financial Performance
Financial Projects
Financial Reporting
Financial Results
Forecasting
Generally Accepted Accounting Principles (GAAP)
Greeks
Hyperion
IBM Planning Analytics by TM1
Income Statements
Insurance
Investments
Key Performance Indicators
Leadership
Management
Management Accounting
Market Research
Microsoft Excel
Microsoft Office
Mutual Funds
PeopleSoft
PowerPoint
Real Estate
Sage
Sales
Securities
Strategic Initiatives
Time Management
Valuation
Visual Basic for Applications (VBA)
Default
Analytical Skill
Mindset
LBO
Asset Allocation
Bonds
Reporting
Market
Attribution
Gamma
Academic
Capitalization
Money Market Funds
Evaluation
Undergraduate
Consulting
Communication
Surveying
Mergers and Acquisitions
Yield
Traders
Writing
Chartered Financial Analyst
Strategy
SQL
Global Marketing
Deloitte
Business Administration
Income
Obtain
Month End
Business Development
CAP
General Ledger
System
Examining
Wall Street
Net
Small Cap
Workforce
Level 1
Financials
Risk
Foundation
Calls
Consideration
P&l
Transitioning
Financial Services
New York
Patience
NAV
Perspective
Modeling
Liberal Arts
Process Improvement
Controllers
Ratings
Executive Team
Portfolio Management
Analysis
Delta
Asset
Basel III
Counterparty
Trading
Business Valuation
Units
Funding
Dealing
Testing
Classroom
Investment Policy
Rate
DCF
Financial Support
Derivative Trading
Hearing
Testing Process
Google Groups
Equities
Marketing
Short
Credit
Landscaping
Back Office
Sales and Marketing
Responsibility
Work Ethic
Cell
Survivor
Pricing
Isolation
Stocks

Nicholas Morelli Summary

Nicholas Morelli, based in Chicago, IL, US, is currently a Senior Director, Finance Transformation at 42 North Dental. Nicholas Morelli brings experience from previous roles at Boomerang Healthcare, CCRM Fertility and LPL Financial. Nicholas Morelli holds a 2014 - 2015 Master of Business Administration (M.B.A.) in Finance @ Duquesne University. With a robust skill set that includes Accounting, Anaplan, Annual Budgeting, Bloomberg Terminal, Budget Proposals and more. Nicholas Morelli has 2 emails and 2 mobile phone numbers on RocketReach.