Anna Morgan

Visionary
DISC Type : Ds

Global CFO at Tag

London, England, United Kingdom

Overview

Anna Morgan is the Global CFO at Tag, specializing in financial performance improvement within B2B service organizations. An MBA graduate from Imperial Business School, her expertise includes finance transformation, M&A, and commercial strategy in both PE and plc environments. People who have worked with her often describe her as a consummate professional, superb team leader, and client focused.

Outside of her executive role, Anna is passionate about mentorship and professional development. She actively volunteers as a Business Mentor for The Princes Trust, guiding 14-16 year olds, and also serves as a coach for graduates at her alma mater, Imperial College London.

She is deeply committed to mentoring young people, seeing them grow in confidence and prepare for the world of work.

Personality Overview

Objective Evaluator

Direct & Assertive

Early Adopter

They might take some time to make their mind up but once they do, they don't change it easily.  Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Topics They Care About

Finance Transformation
Leads change programs that deliver margin improvement, both within finance departments and across commercial teams to enhance go-to-market strategies.
M&A Strategy
Possesses significant C-level experience in managing acquisitions, integrations, carve-outs, and leading vendor due diligence during sale processes.
Youth Mentorship
Volunteers as a mentor for The Prince's Trust, helping teenagers develop skills like communication and resilience, and coaches graduates at Imperial College.

Media Appearances

Anna has no verified media appearances

Work History

9-2024
Global CFO at Tag
7-2023 - 10-2024
Group Commercial Finance Director at Tag
1-2024 - 3-2024
Business Mentor at The Prince's Trust
8-2020 - 6-2023
Group Performance Management Director at Williams Lea Tag
6-2021 - 5-2023
Coach at Imperial College London

Education

1995 - 2014
Certificate of Fellowship from ICAEW
8-2007 - 5-2009
Master of Business Administration - MBA from Imperial Business School

More Information

Social Presence :

Prographics :

Exp : 7 Location : London, England, United Kingdom Job Level : Leadership Designation : Global CFO at Tag
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Insights For Selling To Anna

During A Call Or A Meeting

DO's

  • Ask them at the end if they see a strong value prop in your product; expect an honest answer
  • Stick to your standard pitch and qualifying script, don't try to wing it
  • During followups, use phone or text if needed, they should be fine

DONT's

  • Don't shy away from asking hard questions, but be extra polite
  • Don't go over them unless you are left with no other option
  • Avoid putting conscious effort into relationship-building

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Anna is

  • Strong proof of impact and their conviction will matter the most, but they wouldn't want to act unilaterally either
  • Will you ever get a clear answer from Anna

  • They will say no if they are not convinced but you will have to prompt them.

Insights For Deal Planning

    How fast (or slow) will Anna move?

  • They will want to understand things well but can move fast once they have a clear picture.
  • Can Anna take some risk or not?

  • They have good risk tolerance but are likely to think it through once or twice.

You And Anna

Personality Compatibility


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