Jonathan Garza Email and Phone Number
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Servant leader with experience in both finance and operations. Primary skill sets are financial forecasts and operational problem solving. Prior roles include presenting financial summaries to CEOs, board members, and investors. Other responsibilities include partnering with department leaders to improve processes and consulting on financial decisions. Talented in finding business anomalies and recommending solutions to leadership.Jonathan received an MBA from Baylor University, as well as a BBA in Finance from the University of Texas at San Antonio.
Citizen Accounting Group
View- Website:
- citizenaccounting.com
- Employees:
- 1
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OwnerCitizen Accounting Group Apr 2022 - PresentGreensboro--Winston-Salem--High Point AreaI am proud to offer small business owners top-notch bookkeeping, tax preparation, and Fractional CFO services. At Citizen Accounting Group, we understand that managing your finances can be overwhelming and time-consuming. That's why we're here to help! Our team of skilled professionals is dedicated to helping you make informed decisions and achieve financial success. We work closely with our clients to understand their unique needs and tailor our services to meet their specific goals.Whether you need help with bookkeeping, tax preparation, or Fractional CFO services, we've got you covered. With our personalized approach and our team of experienced professionals, you can trust that your finances are in good hands.So if you're a small business owner looking for reliable and affordable accounting services, let us help you take your business to the next level!
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Finance DirectorThe Enrichment Center - Affilated Chapter Of The Arc Nov 2020 - Apr 2023Winston-Salem, North Carolina, United States -
Chief Financial OfficerJp And Associates Realtors Dec 2017 - Jan 2020Managed finance and accounting department for five entities, providing consolidated financials for CEO and board members. Created company budgets and projections for investment decks. Other responsibilities included Human Resources, Legal Compliance, driving the CEO’s vision and strategy, and consulting on company financial decisions. Also implemented and tracked financial and operational KPIs. -
Business To Business DirectorJp And Associates Realtors Jan 2017 - Dec 2017Dallas/Fort Worth AreaMaintained and grew strategic national partnerships to boost department revenue by 300%. Created processes to ensure partners were billed correctly and on time. Maintained personal relationships and consulted with business owners to ensure business goals were met within our network of agents.
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Real Estate AgentJp And Associates Realtors Sep 2016 - Jan 2017Successfully negotiated transactions in my clients’ favor and navigated emotional decisions to ensure successful closings.
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Treasury AnalystAssocia Jan 2012 - Aug 2016Dallas, TxDirected a $2.5B collective client portfolio for over 9,000 HOAs nationwide. Projected and presented financial reports to CEO, CFO, and COO. Worked closely with General Managers to ensure HOAs had access to safe investments and accurate payment collection systems to reduce delinquencies. Other achievements include successfully transitioning 3,000 association bank accounts to provide more efficiency internally, resulting in cost reductions of $2.5MM+ to the company and over $1.8MM to the individual associations. -
Tax ConsultantRyan Jan 2008 - Jul 2011Provided consulting to Fortune 500 companies in multiple industries on tax policies and requested refunds from various states (TX, NY, GA, FL, CA, VA, PA, MA, RI). Most importantly, learned how to sort large amounts of financial data and negotiate with government agencies. -
Trust AccountantFrost Bank 2005 - 2006 -
Bank TellerFrost Bank 2001 - 2005Boerne, Tx
Jonathan Garza Education Details
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Finance/Strategy
Frequently Asked Questions about Jonathan Garza
What company does Jonathan Garza work for?
Jonathan Garza works for Citizen Accounting Group
What is Jonathan Garza's role at the current company?
Jonathan Garza's current role is Fractional CFO Services | Small Business Bookkeeping | Tax Preparation.
What is Jonathan Garza's email address?
Jonathan Garza's email address is jo****@****ail.com
What schools did Jonathan Garza attend?
Jonathan Garza attended Baylor University - Hankamer School Of Business, The University Of Texas At San Antonio.
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Jonathan Garza
Business Systems Analyst Ii - Project Management Office At Yamaha Motor Corporation, UsaLos Angeles, Ca2gmail.com, gmail.com1 +132372XXXXX
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