Jon Willingham Email & Phone Number

KEY ACHIEVEMENTS★ Performs financial analysis, budget modeling and forecasting, P&L understanding, risk identification and analysis, and full-service recruitment services. ★ Assesses client financial reporting, business operations, management controls, employee productivity, and client skills while analyzing and rectifying client chart of accounts to ensure the correct categorization of all transactions.★ Prepares customized P&L reports to monitor the cost of goods sold, expenses, total overheads, and risk assessments, enabling the creation of cost models to ensure the suitable pricing of client’s products and services.★ Develops customized cash flow analysis, enabling the client to forecast cash flow projections while conducting break-even and variance analysis and client training on how to utilize the information to make informed decisions.★ Established a job costing tracking process to accurately predict the cost, overheads, and appropriate mark-ups of products/services in addition to creating an annual budget of $7M-$10M based on the customized P&L and tracking tool to measure against break-even.★ Oversees full-service recruitment efforts including, the preparation of job descriptions, job postings and assessments, pre-screening of candidates, and follow ups on interview recommendations, reference checks, and offer letters.

Texas, North West Dallas

SUPPORTING STRATEGIES, Frisco, TX (Franchise managed by Willco Business Solutions) Managing Director - 2018 to 2021 KEY ACHIEVEMENTS★ Directed a team of three professionals who serve clients, ranging from start-ups to middle-market companies across various industries, while leading business development and management in client service delivery, employee recruitment, training, and retention. ★ Provided clients with outstanding bookkeeping systems, operational support, payroll, and benefits administration services, including accounts receivable and payable management, month-end financial analysis, and other general support tasks.

Plano, Tx

FOREX CAPITAL MARKETS (FXCM), Plano, TXManaging Director of Global Operations and Branch Manager - 2011 to 2017 KEY ACHIEVEMENTS★ Supervised 150+ employees and headed global back-office operations for five international and two US sites, in addition to creating a risk matrix for reporting to the senior executive team and to regulators.★ Developed and executed a short- and long-term operational strategy and vision for seven domestic and international sites while achieving a 45% reduction in staff turnover by providing career advancement opportunities to boost morale and to stabilize teams.★ Fostered a productive and collaborative work culture between the sales, operations, and IT departments to increase overall productivity, to gain market share, and to achieve common goals/objectives.★ Designed a dashboard monitoring system and procedures to, identify potential financial losses, data breaches, and other potential errors and risks, while instituting control procedures and action plans to mitigate future risks.★ Established an alert system for potential risks and AML violations while overseeing Know Your Customer (KYC), Anti-Money Laundering (AML), and the Office of Foreign Assets Control (OFAC) procedures, with monitoring, and sanctions reviews.★ Deployed appropriate automation projects using workflow analysis, data mining, and automation to examine operational processes, to eliminate redundancies, and to reduce manual, rework, and processing times.★ Achieved a 15% improvement in retention rate by mentoring divisional vice presidents and managers on new operational methods, boosting the performance of sales and technical departments.

Dallas/Fort Worth Area

JP MORGAN CHASE & COMPANY, Dallas, TX Vice President − Senior Operations Manager - 2008 to 2011 KEY ACHIEVEMENTS ★ Oversaw strategic operations of the newly acquired bank subsidiary, Custodial Trust Company, and ensured growth and revenue opportunities by creating and executing strategic business models to expand client base and product offerings.★ Led a high-performing team of 50 to deliver financial services to a wide range of clients, including insurance companies, municipalities, state pensions, hedge funds, and private investment partnerships.★ Optimized the ability to identify and eliminate inefficiencies and errors by implementing a focused Six Sigma approach to root cause analysis.Vice President – Senior Operations Manager - 2004 to 2008KEY ACHIEVEMENTS★ Spearheaded the turnaround of a 200+ member department managing $1T in assets for a base of 375 clients and successfully surpassed budgetary expectations for the first time since the business transition.★ Provided audited financial statements and investment monitoring services for US pension plans, endowments, foundations, and government municipalities.