About Morgan Falconer, CPA, CTP
I help businesses gain clarity in their finances and confidence in their decisions. Many small businesses cannot afford a full-time CFO or Treasurer, but understanding their financial health is still essential. That’s where I step in. My mission is to empower small businesses by providing deep insights into their financial picture and making financial information more accessible and understandable.
With over 17 years of professional experience across various industries, I have supported organizations of all sizes, from small nonprofits to global institutions. But my journey goes beyond numbers - it’s about fostering strong partnerships, resilience, and a belief that finances do not need to feel complicated.
I launched my career in high school, working part-time in market research at Caterpillar, Inc. before taking on a logistics role while earning my B.A. in International Business at Bradley University. After graduating magna cum laude, I became a Financial Analyst at Clover Imaging Group, supporting M&A and FP&A functions. Later, at Société Générale, I managed cash and collateral operations, foreign currency, and treasury functions in a high-paced global environment.
In 2017, I joined Illinois Farm Bureau and COUNTRY Financial, progressing from Treasury Manager to Director of Treasury Operations and Shared Services. Over eight years, I led cross-functional teams, managed banking relationships, oversaw liquidity and credit facilities, and advised 93 county Farm Bureaus on financial strategy.
I earned my Certified Treasury Professional (CTP) credential in 2018 and, while working full-time, pursued a B.S. in Accounting from Southern Illinois University to qualify for the CPA exam. I passed all exam sections and now maintain a CPA license in Illinois.
I established Falconer Financial Consulting to bridge the gap between high-level corporate finance and the organizations that need it most—small businesses, nonprofits, and community leaders striving for financial clarity. Whether you’re struggling with cash flow, need a better handle on your books, or want to build a more sustainable strategy for growth, I’m here to help you move forward—with strategy, not stress.
Founder | Falconer Financial Consulting, LLC