Jonathan Bernier Email & Phone Number

New York, NY, US

• Promoted to partner with senior leadership and direct reports in financial control management, including planning, forecasting, and reporting, ensuring efficient headcount and productivity tracking, and expense.
• Architect and execute the strategic vision. Enhance process and reporting accuracy and efficiency by developing and implementing improved controls.
• Direct daily operations and a team of analysts focusing on talent development and retention through effective coaching and mentoring.
• Design and execute training programs to close knowledge gaps, elevating team expertise in financial operations for enhanced efficiency.
• Direct supply and demand management, focusing on critical programs and boosting transparency in financial control processes.
• Establish MIS performance analytics and monthly executive reports, improving strategic decision-making and operational visibility.

Zurich, CH

• Provided leadership and governance, serving as Chief Operating Officer (COO), working with the Product Control (PC) IT management team to ensure the day-to-day activities of the department are aligned with strategy and.
• Collaborated with Risk Finance Central COO Team to ensure strategic alignment across initiatives, enhancing execution efficiency and departmental synergy.
• Managed impacts of regulatory changes, and internal restructuring on business processes and tools, ensuring adaptation and alignment. Drove cost management strategies, working closely with senior IT and business.
• Streamlined human capital management with HR, boosting departmental efficiency and workforce optimization for better human resources practices.
• Advanced operational efficiency and financial management effectiveness through fostering cross-functional partnerships and leveraging shared goals.
• Led the coordination of location strategies and execution with N-5 managers, ensuring the seamlessimplementation of organizational directives.

Zurich, CH

• Identified and assessed business opportunities in alignment with strategy; developed business architecture, ensuring alignment with products, services, and organizational structure.
• Managed impacts of regulatory changes, market evolution, or internal restructuring on business processes and tools, ensuring adaptation and alignment.
• Performed analyses (current, target, gap, impact) across all areas; gathered inputs and estimated initial costs for informed decision-making.
• Investigated and prioritized client requests for new or enhanced solutions, evaluating their viability and impact on business objectives.
• Facilitated partnerships with business and IT stakeholders to align IT deliverables with business objectives,simplifying processes and optimizing IT landscapes.
• Drove stakeholder analysis and requirement engineering activities, contributing to risk reduction and high-quality requirement specifications for implementation.

• TFI Service Desk Analyst - UBS WM - Weehawken, NJ 2009 - 2011
• Earned certification in Lean Six Sigma - Green Belt as well as receiving an Operations Service Principal Award.Operations Analyst - E*TRADE FINANCIAL - Jersey City, NJ 2009Command Center Coordinator - E*TRADE FINANCIAL.

Bachelor Of Business Administration (B.B.A.), Finance

Associate Of Science (A.S.), Business Administration And Management