Chase Morgan

Chase Morgan, CPA

President & Managing Director

Chase Morgan serves as the President and Managing Director at Analytic Vision. Based in Charlotte, NC, Chase completed his M.S. in Accounting and B.S. in Finance at the University of North Carolina Wilmington. As a Certified Public Accountant, he has acquired a deep understanding of the challenges faced by businesses in homebuilding, manufacturing, retail, and aerospace industries.

Technically proficient in OneStream and Oracle Hyperion platforms, Chase specializes in complex planning, consolidations, data integration, and process improvement. He is a OneStream Certified Architect and has earned the Lead Architect R1 distinction from OneStream. His leadership and expertise continue to drive forward the mission of Analytic Vision.

Industry Experience

  • Homebuilding
  • Manufacturing
  • Retail
  • Aerospace
  • Public Accounting

Technical Expertise

  • OneStream
  • Oracle Hyperion HFM, Planning, PBCS & Essbase

Focus Areas

  • Complex planning
  • Complex consolidations
  • Data integration
  • Process improvement


  • OneStream certified architect
  • Lead architect R1 issued by OneStream
  • Certified Public Accountant