Jonathan K. Email & Phone Number

Summerville, South Carolina, United States

- Maintaining and monitoring program budgets per government contractual requirements, while advising any variances- Forecasting multiple programs’ financial health for short-term and long-term projections- Preparing and reviewing government and commercial cost proposals for utilizing cost and pricing methodologies- Arranging internal financial management performance reports and external customer financial deliverables- Calculating accruals and providing monthly cost allocation support for accounting month-end- Generating monthly revenue to ensure accurate profit recognition for respective programs- Reviewing contractual authorizations and modifications and updating project-costing accounting system (Costpoint)- Revising purchase requisitions, vendor invoices, and bills for accuracy - Mentoring fellow analysts to develop their knowledge of company procedures, software familiarity, and financial concepts

Summerville, South Carolina, United States

- Generated monthly spend plans, revenue analysis and invoice reports for multiple projects to reflect accurate forecasting - Analyzed and track financials across various programs using TM1, CER, Excel and CostPoint- Streamlined program procedures by implementing macros and formulas in Excel - Conducted a power hour to train coworkers in Excel to increase their proficiency and effectiveness- Performed as financial lead on multiple programs totaling over 1.5 billion dollars, authorize over 150 individual contracts- Monitored financial health of programs and communicated assessments to program managers

Summerville, South Carolina, United States

- Preformed financial analyses, program budget estimates, rate impact analyses, project revenue and fee analyses - Monitored, collected, verified, and compiled data for monthly financial management performance reports and charts - Developed and formulated Excel sheets for efficient cash flow tracking, financial analysis, and forecasting - Completed Process Contract Analysis Action(s) (CAA) and Contract Master File(s) (CMF) using CostPoint

Daniel Island, South Carolina

- Lead practices for both Junior Varsity and Varsity teams - Engage with players to create a fun and welcoming environment - Mentor players to achieve their desired goals of collegiate play

3/25 H&S Co. Brook Park, Ohio

Sergeant of Marines (E-5) - Supported 900 Marines across 15 locations in a 229 square mile area of operations- Exemplified motivation, command presence, and MOS proficiency which earned the trust of higher command - Lead convoys, set the example for Junior Marines and successfully met mission requirementsCorporal of Marines (E-4) - Appointed Battalion Dispatcher during Nordic Frost Annual Training - Logged and tracked over 45 pieces of transportation equipment between numerous ranges that were utilized by 7 different subordinate commands - Dispatched 150+ vehicles and assisted in 240 hours of mission tracking with zero mishaps during the training evolution

Columbia, Maryland, United States

- Conducted 50+ loan reconciliations per month to ensure investors are paid accurately and on time- Analyzed and verified data using advanced Excel techniques, such as v-lookups and pivot tables- Researched and interpreted legal documents to validate collateral and bond payments

Cleveland/Akron, Ohio Area

- Calculated and updated quarterly estimated tax payments for 30+ clients using BNA and Excel- Built out and maintained 30+ client eMoney profiles to match client’s current net worth - Created Investment Portfolios using Black Diamond to report client’s performance history and fund allocations - Uploaded clients’ tax documents using Tax Caddy while verifying and organizing workpapers using SurePrep- Reported on client’s cash flow, net worth, and estate tax analysis using Fidelity WealthCentral, Excel and PowerPoint- Analyzed client’s future cash needs and presented a liquidation strategy to meet impending expenses- Presented and communicated annual reports to families to educate the next generation of clients

Cleveland/Akron, Ohio Area

- Created quarterly investment reports for team’s client list using Adobe, Excel and Black Dimond - Organized over 20 different client tax returns for workpapers, organizers and data- Linked over 50 client banking accounts into firm’s online access portal, eMoney

Solon, Ohio, United States

- Created a fun environment for players to learn lacrosse fundamentals and the value of teamwork.- Scheduled games, created playbooks, held team/parents meetings, and coach practice/games.

Middle River, Md

- Developed a marketing report to expand the company into a new industry - Gathered and evaluated orders for 60+ separate branches using Excel - Analyzed completed orders for deficiencies for entire state of Maryland

Shrewsbury, Pa

- Provided safety and support to 40+ families- Trained personnel by ensuring the required security mandates were met- Created a safe and fun environment for patrons- Selected to serve as pool manager in absence of supervisor

Middle River Md

- Investigated over 20+ companies’ invoices to gather information in preparation for the ending of the fiscal year - Synthesized data using Microsoft Office, Great Plains, and TMW Systems to create an invoice cash flow report for the company- Resolved unpaid transactions by contacting customers to ensure future payments

Master Of Business Administration - Mba, Finance, General

Bachelor Of Science In Business Administration, Finance, Gpa: 3.16

Activities and Societies: John Carroll Men’s Varsity Lacrosse TeamDean’s List: 3 consecutive semesters Lacrosse Academic Achievement Award.