Jonathan K.

Jonathan K. Email and Phone Number

Financial Analyst III @ ATI | Advanced Technology International
summerville, south carolina, united states
Jonathan K.'s Location
Charleston County, South Carolina, United States, United States
Jonathan K.'s Contact Details

Jonathan K. personal email

n/a
About Jonathan K.

I am a Financial Analyst III at ATI, I serve under the Sea, Space and Air Division. I graduated from John Carroll University with a Bachelor's degree in Finance. I am continuing my education by attending The Citadel’s MBA program and plan to graduate in 2025. I served in the United States Marine Corps Reserves. I joined the Marine Corps in 2013 and earned the rank of Sergeant in my eight years of service. Lastly, I enjoy helping my community by Coaching at Bishop England High School and volunteering for Habitat for Humanity.

Jonathan K.'s Current Company Details
ATI | Advanced Technology International

Ati | Advanced Technology International

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Financial Analyst III
summerville, south carolina, united states
Website:
ati.org
Employees:
249
Jonathan K. Work Experience Details
  • Ati | Advanced Technology International
    Financial Analyst Iii
    Ati | Advanced Technology International Jul 2023 - Present
    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
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  • Ati | Advanced Technology International
    Financial Analyst Ii
    Ati | Advanced Technology International Nov 2021 - Jul 2023
    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
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  • Ati | Advanced Technology International
    Financial Analyst I
    Ati | Advanced Technology International Mar 2021 - Nov 2021
    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
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  • Bishop England High School
    Assistant Coach
    Bishop England High School Jan 2022 - Present
    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
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  • United States Marine Corps
    Sergeant Of Marines (E-5)
    United States Marine Corps Aug 2013 - Aug 2021
    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
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  • Wells Fargo
    Securities Analyst
    Wells Fargo Nov 2020 - Mar 2021
    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
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  • Wellspring Financial Advisors Llc
    Associate
    Wellspring Financial Advisors Llc Sep 2018 - Jul 2020
    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
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  • Wellspring Financial Advisors Llc
    Intern
    Wellspring Financial Advisors Llc May 2018 - Sep 2018
    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
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  • Solon Middle School
    Head Lacrosse Coach
    Solon Middle School Feb 2019 - Jun 2019
    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.
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  • Cds Logistics Management Inc.
    Intern
    Cds Logistics Management Inc. Jun 2017 - Aug 2017
    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
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  • Wellness Farm Pool
    Lifeguard
    Wellness Farm Pool May 2013 - Aug 2017
    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
  • Cds Logistics Management Inc.
    Accounting Intern
    Cds Logistics Management Inc. Jun 2016 - Aug 2016
    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
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Jonathan K. Education Details

Frequently Asked Questions about Jonathan K.

What company does Jonathan K. work for?

Jonathan K. works for Ati | Advanced Technology International

What is Jonathan K.'s role at the current company?

Jonathan K.'s current role is Financial Analyst III.

What is Jonathan K.'s email address?

Jonathan K.'s email address is jk****@****llc.com

What schools did Jonathan K. attend?

Jonathan K. attended The Citadel, John Carroll University.

Who are Jonathan K.'s colleagues?

Jonathan K.'s colleagues are Nicholas Melillo, Emily Perkins, Kyilea Griffin, Ashley Webber, Karen Grant, Myra Finneran, Ben Hinshaw.

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