Jonathan Bergman Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca

Paris, Fr

Wayne, Pa, Us

LiquidHub acquired Eveo in May 2017.

San Francisco, Ca, Us

• Own all FP&A functions for the Digital Marketing Agency, as well as all Client Finance processes, revenue recognition for the monthly close, and administrator for all financial systems.• Assist with M&A activities related to the Eveo/LiquidHub merger, including due diligence, disclosure statements, transition, and integration.• Design staffing plans and pricing estimates for new business, while performing gross margin analyses to determine and ensure profitability of engagements.• Partner with bank and outside auditors by preparing required supporting schedules and reconciliations, and respond to auditor questions.

New York, Ny, Us

• Performed financial analytics for the Ad Agency including budgeting and forecasting for twofifteenmccann, McCann San Francisco, McCann Los Angeles, and MRM San Francisco; maintained and enhanced all budget models; and supported the monthly close process.• Managed entire client finance process for Coca-Cola client, in addition to client retainer burn reporting for Xbox, HP, iShares, Intel, IHOP, and Lifelock.• Corresponded frequently with senior executives to manage their respective budgets and to provide ad hoc analyses.

• International and domestic travel exposing me to diversity in a way that gives me a better understanding of how to work with clients of different backgrounds.

• Budgeted and forecasted for 23 business units, variance reporting for 52 functional departments, key performance indicator reporting, financial modeling and financial performance reporting for CFO presentation to the Board of Directors.• Automated monthly business unit variance and expense reports using existing financial systems.

• Coordinated testing and exception reporting for Sarbanes-Oxley 404 requirements to ensure policies and procedures were followed to prevent financial reporting errors.• Acted as a liaison for department with internal/external auditors and Finance department.• Ensured data integrity of the Bank’s general ledger accounts during core system conversions and bank mergers.

• Supported retail branches and other business units by successfully resolving issues that arose.• Created standardized training material and procedures manuals for unit and led the training of new employees.