FICTIONAL WORKSHOP SOURCE
Alex Morgan evidence interview
XL-P001-INTERVIEW | internal | 2026-10-30 | S01

Rowan: We are exploring S01, a CFO succession mandate. The first-year needs include cash forecasting, lender reporting and acquisition preparation. I will ask for examples and distinguish your role from the team's work.
Alex Morgan: My closest relevant scope is group treasury and lender reporting across four units. I worked with a team of 24.
Rowan: Start with a decision you personally owned. What was happening before you acted?
Alex Morgan: I chaired the weekly risk review and asked the controller to rebuild the forecast with operations. I did not build the model myself.
Rowan: What alternative did you consider? I want to understand the choice rather than assume any improvement proves good judgment.
Alex Morgan: Sales wanted an optimistic collections assumption. We used an explicit downside case so the lender could see what happened if payment dates slipped.
Rowan: What changed, and how certain are you about the result?
Alex Morgan: The weekly discussion improved. I would check the historical reports before quoting the 30 percent number.
Rowan: Who else contributed, and what would a reference be able to verify?
Alex Morgan: Please ask the colleague who observed the work. My account alone should not be treated as independent confirmation. I am describing the work I owned, not every outcome of the business.
Rowan: I will ask for the relevant source and preserve any disagreement. A polished account is useful but it does not resolve missing evidence.
Alex Morgan: That is fair. I would rather state the boundary than have an inflated summary sent to the client.
Rowan: One gap for follow-up is: No direct evidence of leading acquisition negotiations. We will keep that visible.
Alex Morgan: I can discuss the gap in the next conversation. Please do not turn an unanswered question into a negative finding.
Rowan: Availability and relocation remain separate questions. The directory location does not establish a willingness to move. We have not agreed either in this interview.
