Jonathan Barfield

Jonathan Barfield Email and Phone Number

Senior Financial Analyst @ Fidelity Investments
boston, massachusetts, united states
Jonathan Barfield's Location
Irving, Texas, United States, United States
Jonathan Barfield's Contact Details

Jonathan Barfield personal email

About Jonathan Barfield

Experienced Finance & Operations Director with a demonstrated history of working in finance & marketing. Skilled in Finance, Marketing, Retail, Sales, Hospitality Industry, Event Management, and Management. Strong, Smart, Savvy, professional with a BBA focused in Marketing from Texas State University-San Marcos.

Jonathan Barfield's Current Company Details
Fidelity Investments

Fidelity Investments

View
Senior Financial Analyst
boston, massachusetts, united states
Website:
fidelity.com
Employees:
52767
Jonathan Barfield Work Experience Details
  • Fidelity Investments
    Senior Financial Analyst
    Fidelity Investments May 2023 - Present
    Westlake, Texas
  • Nationwide Southwest Marketing Group
    Finance & Operations Director
    Nationwide Southwest Marketing Group Mar 2015 - May 2023
    Irving, Texas
    Finance Director:• Oversee, review, and adhere to the budgets for each department• Assist in company-wide budgetary planning• Ensure that all of the company's financial practices are in line in statutory regulations and legislation• Interpret complex financial information and provide updates and information as needed• Monitor cash flow, accounts, reserves and other financial transactions• Supervise employees in the facilitation of day-to-day operations, including tracking financial data, invoicing, payroll, etc.• Prepare reporting on a monthly, quarterly and annual basis• Create and maintain relationships with service providers and contractors, including banking institutions and accountants• Update and implement financial policies and procedures• Maintain a policy manual for the finance departmentOperations Director:• Maintain staff by recruiting, selecting, and training employees. Create and maintain a safe and secure work environment; developing personal growth opportunities.• Communicate job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; initiating, coordinating, and enforcing systems, policies and procedures.• Direct Admin for Salesforce.com and develop new processes/procedures in Salesforce. Analyze and create measurement tools for other departments as well as operations reporting. Stay current on Salesforce back office to properly measure our Salesforce Administrator. •Maintain equipment by coordinating requirements with IT personnel; examine new technology, recommend upgrades and control installations.• Communicate with tenants regarding leases, maintenance, billing, and general property updates.
  • Nationwide Southwest Marketing Group
    Financial Administrator/Office Manager
    Nationwide Southwest Marketing Group Sep 2011 - May 2023
    Irving, Tx
    Manage the accounts payable/receivable, bank deposits, payroll, human resources, purchasing, hiring, & training. I work directly under the CEO and manage 6 departments including, Salesforce.com CRM Database, Convention & Meeting Coordinator, New Member Administration, Publishing Department, & the Receptionist.Manage all Vendor rebates for our 1,000+ members, we have over 75 vendors with rebate programs. I am the property manager of a 20,000 sq. ft. building. Manage multiple tenants for whom I address all maintenance issues and billing.
  • Country Inn & Suites
    General Manager
    Country Inn & Suites Oct 2010 - Mar 2011
    Managed accounts payable/receivable, hiring, payroll, pricing, purchasing, scheduling, training, RFP’s, sales, and negotiating contracts.Departments Managed: Sales, Front Desk, Housekeeping, Laundry, Breakfast, and Maintenance.
  • Country Inn & Suites By Carlson
    Sales Assistant
    Country Inn & Suites By Carlson Jan 2010 - Oct 2010
    Development of new accounts, government, local, and naton-wideEstablished relationships with local companiesInitiated marketing promotions with shopping destinations and holiday packagesContinued communication with current clients to ensure sustained satisfaction.

Jonathan Barfield Skills

Management Training Marketing Event Management Customer Service Customer Satisfaction Time Management Salesforce.com Payroll Hotel Management Hospitality Sales Account Management Marketing Strategy Retail Strategic Planning Accounts Payable Hotels Hospitality Industry Hospitality Management Event Planning

Jonathan Barfield Education Details

Frequently Asked Questions about Jonathan Barfield

What company does Jonathan Barfield work for?

Jonathan Barfield works for Fidelity Investments

What is Jonathan Barfield's role at the current company?

Jonathan Barfield's current role is Senior Financial Analyst.

What is Jonathan Barfield's email address?

Jonathan Barfield's email address is ba****@****ail.com

What schools did Jonathan Barfield attend?

Jonathan Barfield attended Texas State University, East Texas Baptist University, Tyler Junior College.

What skills is Jonathan Barfield known for?

Jonathan Barfield has skills like Management, Training, Marketing, Event Management, Customer Service, Customer Satisfaction, Time Management, Salesforce.com, Payroll, Hotel Management, Hospitality, Sales.

Who are Jonathan Barfield's colleagues?

Jonathan Barfield's colleagues are Danielle Musick, Deepika Nagori, Barry Conyers, Priyanka Bhargava, Lilly Rosario, Mark Flanagan, Yeabsra (Yeab) Hailu.

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