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 monitoring.• 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.• Streamline consumable and vendor expenses, fostering operational efficiency and promoting a culture ofcontinuous improvement.• Participate in governance forums to uphold compliance and enact effective financial management strategies across the organization.• Collaborate with Technology and Corporate Real Estate on Corporate Location Strategy, aligning with Global Tech guidelines and overseeing governance.

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 service excellence.• 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 leaders for cost accounting and project portfolio oversight, ensuring timely and accurate financial insights.• 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.• Spearheaded the development of key financial metrics and decision-making tools, driving improveddepartmental performance and strategic decision-making.• Directed global resource planning and recruitment, contributing to high-priority projects and strategic direction, highlighted by RFIT Top Talent Program recognition in 2017.

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 - Jersey City, NJ 2007 - 2009Quality Assurance Specialist - E*TRADE FINANCIAL - Jersey City, NJ 2006 - 2007Financial Service Representative - E*TRADE FINANCIAL - Jersey City, NJ 2006

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

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