Jonathan Ockert, Cpa Email & Phone Number

Cambridge, MA, US

jockperformance.comProvide bespoke swim/bike/run, strength, and nutrition coaching services to athletes across the United States.

Boston, MA, US

Boston, MA, US

GB

• Planned and led investigative interviews with target companies’ C-suites to ascertain the veracity of management assertions, the company’s accounting and legal data, and sell-side / vendor due diligence reports
• Synthesized associated data to evaluate drivers and risks underpinning the Quality of Earnings, Net Working Capital, and Debt & Debt-Like analysis and to develop the buy-side diligence report

GB

• Automation-augmented review platform:
• Key member of the international portion of a platform aimed at leveraging internally developed automations and tax technical rules engines to provide teams with an automation-augmented review of tax forms during the.
• Automated 3,000+ hours in the three months the international tools were available during FY20’s compliance season, contributing to the overall platform’s savings in excess of 75,000 hours through two years of.
• Created comprehensive tax technical rules engines for Forms 5471, 8858, and 5472 automation-augmented review tools
• Developed Alteryx workflows to compare CY client data to PY data against tax technical requirements to produce an output highlighting informational discrepancies, BS inconsistencies, missing schedules based on category.
• Trained teams across multiple tax business units and markets on how to leverage and derive value from the Smart Review Suite to improve engagement margins and enhance efficiencies, leading to a 200% increase in usage YoY

GB

• Access Your Potential (AYP):
• Worked with a small team to develop a financial literacy curriculum for 3rd, 4th, and 5th graders at a Boston-area charter school. Focused specifically on creating unique methods for teaching about the concepts of.
• Client "transforms social capital into opportunity by rewarding community engagement" through gamification initiatives aimed at drawing community members together and developing support structures within communities
• Utilized Tableau to impactfully visualize client's data on existing users to highlight which of their services were working and areas they could grow their programs to better effect change. Worked with management.

GB

• Consulting:
• Worked with Private Equity clients in the renewable energy and multimedia spaces to develop overarching international tax strategies throughout the deal life cycle (Reorgs, Acquisitions, Mezzanine financing, etc.)
• Utilized PwC designed technology, analyzed Fund by-laws, and digested tax treaties and the Internal Revenue Code to recommend target countries to establish investment platforms, recommend the creation of flow through.
• Developed a standardized investment carry model to analyze investors’ tax leakage at various D/E levels, investment country entity tax laws, US individual tax laws, and when different funds took investment carry above.
• During the course of two compliance busy seasons, worked with a national team to automate much of the compliance process for Forms 5471 and 8858
• Leveraged Alteryx and standardized Excel templates to minimize human error and fully automate the data entry process for tax form software while also utilizing mapping to produce similar results in the workpaper.

Chestnut Hill, Massachusetts, US

Financial Accounting (MBA program, Fall '17) and Managerial Accounting (undergraduate, Spring '18)

GB

Hartford, Connecticut, US

· Prepared the Executive team for senior level client pitches with customized briefs summarizing the potential client’s financial statements, SEC filings, product and service offerings, analyst reports, and recent news.· Analyzed present and proposed banking regulations to assist the Executive team in understanding the impact on and designing solutions.

Master Of Science - Ms, Computer Science

Bachelor’S Degree, Accounting And Information Systems

Bachelor Of Science (Bs), Finance & Business Information Systems

High School