Jon Shaw Email & Phone Number

Salt Lake City, Ut, Us

Salt Lake County, Utah, United States

Greater Salt Lake City Area

• Made quarterly dividend recommendations and established debt/equity ratio targets• Built forecasts (balance sheet, revenues, expenses) under baseline conditions • Shocked/stressed forecasts under different what-if scenarios to better understand resiliency to health of economy and business risks• Analyzed budget-to-actual variances and identified statistical correlations of line-item drivers• Researched industry data and performed peer analysis, identifying competitive advantages• Trained in Tableau

Greater Salt Lake City Area

• Performed financial statement audits, and provided transaction advisory services to companies• Consulted with businesses on how to improve efficiency, effectiveness, and soundness of processes• Analyzed clients' financial trends and other key indicators, thereby gaining an understanding of business strategies and of high-risk areas• Supervised engagement teams, and acted as a formal counselor to colleagues • Oversaw the operations of individual engagements and broader local practice, with tasks including: scheduling of personnel, budgeting of human and monetary resources, building client relationships, developing and delegating of tasks, maintaining quality of field work, forecasting engagement profitability, and adhering to timelines