John Bongen Email & Phone Number

Louisville, Ky, Us

Frankfort, Kentucky, United States

Louisville, Kentucky Area

Louisville, Ky

• Developed the 5 year long range planning model by legal entity used for parent cash flow, capital budgeting decisions, and segment performance measuremento Formalized the process to streamline receiving inputs from segment finance leaders into financial modelso Reviewed assumptions received from Segment Leaders ensuring accuracy at the line of business levelo Performed corporate level calculations and allocations, then advised segment leaders of the impactso Developed Essbase reporting cubes that allowed for detailed analysis and reporting on model results • Built an enterprise operating pre-to-post allocated admin expense dashboard o Reporting suited facilitated better discussions between profit and cost centerso Designed relational database to allow for greater details of reporting at a detail level and drill paths into the transactional datao Consulted with financial operations team and implemented processes for efficiently mapping actuals values into budget level data

Menlo Park, California

• Financial Modeling Product Owner for the Biz Apps information technology departmento Improved the corporate model to be more driver based to allow their FP&A teams allowing for better sensitivity analysis, scenario modelingo Administrated the Hyperion Strategic Finance application and model.o Improved the capabilities of the organization to plan and structure large capital investment and their impacts to the company’s financials.• Business subject matter expert supporting the Business Intelligence teamo Automated International Opex Dashboard and related slides in the BOD deck using Tableauo Converted manual excel reports into Tableau automating creating and allowing for deeper analysis in forecast varianceso Published Tableau reports sourced from IBM Command Center tables to report on run times of all Hyperion jobs utilized to demonstrate the health of the Hyperion environment

Louisville, Kentucky Area

Improved process to allocate balance sheet data correctly to the lines of business using relational databases. Allow for a more accurate ROIC calculation, standardization in applying business logic, created verifiable results, and quicker turn around for each new run of the allocation process.Generated ROIC reports by lines of business for efficient capital planning.Maintenance of the long term financial planning model projections.Business subject matter expert on Oracle Hyperion Strategic Finance project implementation.

Louisville, Ky

• Team member of Regulatory Financial Reporting Project Team tasked with helping the department achieve maximum efficiencyo Assisted in management of large scale initiatives, coordinating with multiple business and IT teamso Utilized best practices, database design, and architecture to ensure robustness in the systemo Exercised innovative thinking to solve complex business problems and automate processes o Streamlined new reporting requirements required due to the Affordable Care Act• Prototyped natural expense allocation methodology for G&A expenseso Developed a SQL application prototype and managed the project to get it fully productionalized in Oracle DBo Shining Star reward received.• Established the Valid SKEY dataset used finance wide as way to validate the combination of Product/Company/Market• Developed financial models using BI tools like Qlikview and Tableau.o Published Enterprise level reports creating synergies across the entire finance organizationo Overhauled Incurred Financial Model to Filing report that analyzed the fluctuations between restated margin to final reporting margin o Shining Star reward received for IFM to Filing implementation.o Trained and mentored 20+ members throughout Finance on how to build Qlikview Apps with best practices

Louisville, Ky

• Acted as liaison between business and IT, ensured the financials systems met needs of the Finance Departmento Facilitated meetings across a large matrix style organization, managed the issue log and prioritization of required fixes, and certified systems reconciledo Performed root cause analysis and debugging issues and finding solutions to any issues that may have arose• Developed an Excel application to process/validate/approve journal entries into Financial System. o Over 12,000 entries have been processed, totaling over 100M records over the last 3 years of use. o Tightly controlled application was self-patching, had a rules engine for cross validation checks, and an approval system.o North Star reward received for implementation.• Refactored the IFM Tool, Financial Operation’s main incurred expense model (VBA Excel Front end), improving the timeliness of seasonality calculations and enhancing incurred expense estimation accuracy.• Developed financial models using BI tools, Qlikview and Tableau, allowing for drill down into granularities of data previously not possible.• Integrated newly acquired Medicare acquisition’s underwriting data into the EDW

Louisville, Ky

• One of three managing partners for a small start-up companyo Created the business plan, financial projections and models, and potential investor presentationso Pitched to angel investors and potential customerso Met one-on-one with mentors within the local entrepreneurial communityo Assisted with the creation of the operating agreement and other legal documents for set up of LLC Partnershipo Managed timelines and deliverables to assure a successful pilot launch• Full stack developer of the web producto Utilized LAMP web development platform for back end processes and created full AJAX front end solution using JQuery.o Ensured strong OOP patterns and utilized MVC architecture allowing for quicker development and unit testable code• Generated $20,000 of investment from angel investors and $75,000 Kentucky enterprise fund grant received• Employed a lean start up mentality to determine prioritization of feature implementation and product management

GL uploads and analysis for corporate cash, debt interest accruals, and other treasury-related entriesSupport timely forecasting, determining, and reporting of daily cash positionReconciliation of $90 million in tenant escrow accounts and reports to internal Asset Managers and external tenants.Development of a Visual Basic macro in Excel to convert bank web data to a formatted CSV file accepted by the GL system. Resulting in improvements in accuracy and efficiency for daily cash posting, reconciliation, and reporting.Automated the debt roll forward process in excel by linking to existing amortization tables and having the spreadsheet create the upload file automatically for any interest accruals. The spreadsheet then would take GL totals related to mortgage debt and check against the final roll forward report.ERP implementation team member. Data validation lead, report design assistant and user acceptance testing. Participation in scope and design process. Creation of GL breakouts for cross section of consolidated data. Parallel systems testing for four months.Treasury module search team. Scope and design participation.

Reconciliation of bank statements and adjustment of interest accruals.Accounts Payable support, processing of invoices, and printing of checks. General ledger software maintenance including standardization of chart of accounts, environment setup.Accounting projects as designated.

Mba, Mba

B.S., Accounting