Jonathan B. Email & Phone Number

Evanston, Il, Us

Evanston, Illinois, Us

New York, Ny, Us

Spearheaded accounting analyses and managed cross-functional teams including valuation and tax for 20 buy-side transactions (across Manager and Director); Skilled in nuances of private equity buy-side transactions, including resulting complex capital structures and issuances of incentive-based compensation, gained over managing the accounting for 11 transactions; Oversaw three years of financial statement compilation for a private equity portfolio company with multiple ERP systems; Experienced advisor on accounting topics such as revenue recognition, business combinations, consolidation, equity issuances, cash to accrual conversion, and IFRS and local GAAP to US GAAP conversion; Earned positions of accelerated responsibility since April 2018, culminating in an early promotion to Director; Coached four early/mid-career professionals as a performance manager through year-round performance management and served as a mentor for several others; Oversaw the organization of KPMG community service events (e.g., KPMG DC lead for Operation Backpack School Supply Drive 2019-2023) and coordinated local accounting advisory practice meetings for 3+ years; Tysons office culture & values representative for national efforts to improve accounting advisory workplace culture

New York, Ny, Us

Partnered with stakeholders to convert a high-profile corporate acquisition from international accounting standards, including analyzing 100+ potential policy differences and reviewing contractual terms worldwide Coordinated team of 25 accounting, tax, and valuation professionals to account for $1+ billion asset acquisition, serving as main client point of contact and managed integration of work products across 4 teamsTop-rated KPMG instructor on business soft skills (e.g., workplace social styles, business writing) for two years

New York, Ny, Us

Collaborated with cross-functional teams on diligence of targets to analyze target’s preexisting accounting issues, SEC reporting implications (including 3-05), and flag post-integration finance concerns; Converted $5+ billion energy-related international business line to new revenue guidance

New York, Ny, Us

Conducted 15+ walkthroughs of business lines/areas with client management and identified and communicated 15 major audit issues to client management while supervising a first-year audit

New York, Ny, Us

Experienced in substantive and control testwork as well as serving as a subject matter professional on controls for audit readiness

Washington, Dc, Us

I was the Spring 2015 Teaching Assistant for Intermediate Accounting II. I was a resource for students on a weekly basis to assist with homework and to prepare for quizzes and exams.

New York, Ny, Us

Performed control and substantive testwork on the audit of a governmental agency

Washington, Dc, Us

I prepared lesson plans to go over accounting concepts bi-weekly for two Managerial Accounting classes. Total students responsible for: 52 students.

Alexandria, Virginia, Us

I prepared Qualitative and Quantitative research for Higher Education Marketing and Branding. I worked with my supervisor, the Director of Project Strategy, to create reports on universities across the United States. I also rewrote survey invitations to increase response rates and transcribed focus groups.

Master Of Business Administration - Mba

Bs And Ba, Accounting And International Studies