Jonathan Flynn Email and Phone Number

Oversee and perform valuations of equity, invested capital, intangible assets, options, debt instruments, and derivative securities for financial reporting, tax, and corporate planning purposes.Responsibilities include overseeing client relationships, business development, responsible for our valuation conclusions to the clients and their auditors/stakeholders, training and mentoring of our staff, senior level practice development roles, and leveraging the correct internal resources to respond to client needs. Industry experience includes consumer and industrial products, technology, healthcare, financial services, business services, and alternative energy.Significant experience working with private equity firms, public corporations, and privately-held companies.Member of the firm's talent retention, senior manager development, and leadership coaching circle initiatives.

Perform valuations of equity, invested capital, intangible assets, options, debt instruments, and derivative securities for financial reporting, tax, and corporate planning purposes. Responsibilities included supervision and training of our staff, review of our valuations, supporting our valuations and underlying assumptions with our client's and their auditors/stakeholders, day to day client communication, and billing.My financial reporting experience includes valuations under ASC 350, ASC 360, ASC 718, ASC 820, and ASC 805 as well as IFRS 2, IFRS 3, and IFRS 36.Participated in the firm's project management committee.

I was responsible for building our models, writing the narrative reports, data management, and supervision of the associates during the valuation engagement process.Responsibilities included generating market data, building the valuation models, performing research, communicating questions and requests to the client, writing the narrative reports, and supporting the assumptions during manager and partner review. Participated in the firm's Senior Associate Advisory Council.

Performed valuations of closely-held companies primarily for ESOPs, impairment testing, tax purposes, and private investment reporting purposes.

Monitored a $25 million residential mortgage pipeline which included selecting the ultimate buyer of the loans from an approved network of partners, preparing daily price quotes for internal sales team, preparing external price quotes for external sales representatives, and coordinate with our bankers regarding pricing adjustments.Prepared internal and external financial reports for the CFO.Performed as a loan officer which consisted of originating and selling mortgage loans.