Jonathan Bandy Email & Phone Number

San Francisco Bay Area

• Operated as the Business Partner to five lines of business under the Kinship consolidated organization overseeing headcount, operating expenses, and budgeting across all departments
• Implemented Adaptive Insights and built out working models, sheets, and matrices for the business
• Created new workflow changes to align finance and business partners to work toward a monthly cadence for reporting, forecasting, and strategic initiatives

• Collaborated with executive business partners and managed driver-based models that accurately forecast areas of responsibility and financial duties across the business
• Created extensive reporting and modeling in Adaptive Insights for the Operations department that oversaw headcount, attrition, operating expenses, and capital expenditures forecasting for 1,200 employees
• Prepared monthly financial and business performance reporting packages to the operation teams managers and presented them to senior management team within operations

San Francisco Bay Area

• Analyzed the company’s daily liquidity by modeling the cash burn rate, revenue projections, and restricted and unrestricted cash positions to report to leadership and investors
• Utilized SQL database to streamline reporting and develop strategy around the company’s revenue
• Produced various reports and presentations used by senior management and the board of directors
• Supported the monthly close expense forecasting and respective variance analysis processes in collaboration with department functional budget owners and other key internal stakeholders

Oakland, CA

• Volunteered building houses, frames, and amenities

Finance, General

● Cumulative GPA 4.0, Commonwealth Honors College

Finance, General

● Cumulative GPA 4.0, Commonwealth Honors College

Bachelor Of Arts - Ba, Political Economy And Political Science

● Cumulative GPA 3.6 ● Berkeley Business Society ● Theta Delta Chi Fraternity: Held multiple leadership positions including Risk Manager.