Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Timeline
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Max Morgan

Max Morgan

Esher,Surrey

Summary

Personal profile - An enthusiastic and motivated sixth form student aiming to gain an accounting apprenticeship, work hard and contribute to a dynamic team. Eager to apply strong communication and interpersonal skills within this sector to improve my future potential of working in the financial services industry as an accountant, which is my personal goal.

Communication - As a dedicated member of my football team, it is essential to communicate effectively, to allow us to achieve constructive teamwork within the game, maximising victories. I have also developed this skill at school through coursework and extracurricular activities such as the Bronze Duke of Edinburgh Award.

Working under pressure - Additionally, I have taken first aid courses, which were completed to a high standard. This experience allowed me to develop the ability to work well under pressure. Also gaining essential skills such as basic first aid, CPR training and the use of a defibrillator.

Critical thinking - Currently studying Maths, Chemistry & Economics at A-Level, which requires applied, organised and detailed critical thinking to problem-solve questions successfully, which helps to develop a deeper understanding of the subject and regularly attain consistent high grades.

Responsibility - Having regularly demonstrated this skill by showing commitment to completing tasks accurately and on time to a high standard. This attribute was demonstrated through planning a charity Supercar event to raise money for our local Hospice.

Planning / Aiming high - Dedicated to working hard through academic studies to attain maximum potential grades, which will allow me to apply for an apprenticeship in accountancy, which is my goal.

Accuracy/Numeracy - Currently studying A-level maths, Economics and Chemistry, which requires a high level of precision, numeracy and data analysis within these subjects.

Overview

1
1
year of professional experience

Work History

Work Experience Accountancy

Buzzacott - Luke Savvas
City of London
08.2024 - 08.2024

I shadowed departmental managers, assisted in updating client data spreadsheets, and helped prepare letters of engagement. I was also given the task of working on a balance sheet. I thoroughly enjoyed my time with the Charity team, it gave me a valuable understanding of how accountancy operates within the charity sector.


Work Experience Brokerage

GFI Group - Jeff Mercuri
City of London
08.2024 - 08.2024

GFI Group provided a week's work experience allowing me to gain invaluable knowledge shadowing the broker's activities within GFI. Experiencing working directly within departments covering Commodities & Emerging Markets, I greatly enjoy being part of this fast-paced energetic environment.

Work Experience Investment Banking

Jefferies Bank - Ed Keen
City of London
08.2024 - 08.2024

I benefited from insight days to gain experience and understanding of the functions of Investment Banking. We were hypothetically tasked with analysing financial data on a Mid Cap stocks portfolio, to present our evaluated investment decision based on company performance to an investment banker.

Work Experience Accountancy

Business Service Team Buzzacott-Claire Collins
City of London
06.2024 - 06.2024

I spent invaluable time working and observing within the Business Services Team. I assisted with updating organisational information and preparing letters of engagement for both current and prospective clients. I thoroughly enjoyed my experience within this team, finding the work both engaging and fulfilling. I also gained a good insight into how accountancy operates within the Business Service team and the different functions they perform.


Shadowing the Director of IT

NatWest Group - Paul Irons
City of London
02.2023 - 02.2023

A day shadowing and experiencing the daily workings of the bank from an IT perspective. This helped me to improve my understanding of the industry and how teams successfully work cohesively together within the bank.

Education

A-Levels - Studying Maths, Chemistry And Economics

Claremont Fan Court School
Esher, Surrey
09.2023 -

GCSEs - 8: Maths, Chemistry & Biology 7: Business & Physics, 6: Comp Science, Geography, Eng Lit & Lang, RS

Claremont Fan Court School
Esher, Surrey
09/2021 - 06.2023

Skills

  • Analytical and critical thinking
  • Excellent attention to detail
  • Strategic decision making
  • Competitive analysis
  • Microeconomic knowledge
  • Macroeconomic understanding
  • Advanced mathematics
  • Strong numerical aptitude
  • Data interpretation
  • Fiscal policy understanding

Affiliations

  • Supercar Meet Organiser & Marshall- I enjoy volunteering at our local Supercar meets. Recently we organised a car meet for our local charity Princess Alice Hospice and raised £8000.
  • Volunteering at Claremont Landscape Gardens- I have enjoyed volunteering time to our local National Trust Garden
  • Cars - I am currently learning to drive. Additionally, I enjoy attending car shows. My favourite recent event was Concours of Elegance.
  • Hersham Hornets - Hersham Youth FC Team, I am a dedicated member of my team of 4 years. I train weekly and play Sunday league games throughout the season.

Accomplishments

    Year 13 Academic Prefect

    Duke Of Edinburgh Bronze Award

    CISI Level 2 Introduction to Finance

Timeline

Work Experience Accountancy

Buzzacott - Luke Savvas
08.2024 - 08.2024

Work Experience Brokerage

GFI Group - Jeff Mercuri
08.2024 - 08.2024

Work Experience Investment Banking

Jefferies Bank - Ed Keen
08.2024 - 08.2024

Work Experience Accountancy

Business Service Team Buzzacott-Claire Collins
06.2024 - 06.2024

A-Levels - Studying Maths, Chemistry And Economics

Claremont Fan Court School
09.2023 -

Shadowing the Director of IT

NatWest Group - Paul Irons
02.2023 - 02.2023

GCSEs - 8: Maths, Chemistry & Biology 7: Business & Physics, 6: Comp Science, Geography, Eng Lit & Lang, RS

Claremont Fan Court School
09/2021 - 06.2023
Max Morgan