Jon Watson Email & Phone Number

Cedar Rapids, Iowa, United States

Cedar Rapids, Iowa

Iowa City, Iowa Area

Monitored integrated financial models to record UIF's portfolio performance and manager fees for 50+ investmentsReviewed the quarterly endowment payout to ensure the payout percentage followed the UIF's updated spending policy

Iowa City, IA

Developed a new year-end report analyzing revenues, expenses and spendable balances totaling $700 million to help UI colleges improve budget planning and resource allocationReviewed and created deposits for non-gift income; required understanding of 501(c)(3) reporting and business practice

Iowa City, Iowa Area

Covered NextEra Energy (NEE) as Utilities sector analyst for a $200,000+ University-held portfolio; evaluated economic factors that affect the company and the electric utilities industryProduced valuation models using discounted cash flow, relative P/E, fundamental P/E, and dividend discount model techniques to forecast NEE target equity price

Waukesha, Wisconsin

Designed the credit assessment framework for the $1.2 billion Healthcare Systems service businessDeveloped a tool that tracks GE’s exposure to distribution customers by evaluating AR past due trends and other metrics

Cedar Rapids, Iowa Area

Produced 40,000+ lip balms a day; Worked with production and packaging departments to ship products on timePromoted to machine operator after 2 months as line worker; Managed, cleaned, and prepared production machines