Juan Morales

Juan Morales, MBA, is a seasoned finance professional with extensive experience in financial modeling, forecasting, and analysis. Currently serving as a Senior Finance Associate at Independent Living Systems, LLC, Juan has developed a comprehensive financial model that enhances strategic decision-making and forecast accuracy. Previous roles include Treasury Associate at Resia, where Juan implemented effective cash forecasting and reduced bank fees significantly, and Financial Planning Analyst at Grace Health Technology, managing a $20MM budget and driving long-term profitability. Juan's earlier experience as a Financial Advisor at Northwestern Mutual and as a Resident Assistant at Indiana State University further showcases a strong foundation in finance and leadership. Juan holds an MBA in Accounting and Finance from FIU Chapman Graduate School of Business and a BA in Finance from the University of Illinois Chicago.