Jonathan T. Email & Phone Number

Dallas, Texas, US

• Utilized advanced data analytics techniques (Power Query, Alteryx, Power BI) to extract insights from large datasets, informing decision-making processes and driving continuous improvement across business functions.
• Demonstrated expertise in business process optimization and change management, driving organizational efficiencies and fostering a culture of innovation and continuous improvement.
• Played a pivotal role in the implementation of innovative technology solutions, driving digital transformation efforts and enhancing business agility in response to evolving market dynamics.
• Leveraged data analysis and research skills to drive informed decision-making and optimize performance metrics.
• Developed and refined process documentation and guidelines by analyzing existing workflows, identifying gaps, and implementing improvements to enhance productivity and standardize operations.

Dallas, Texas, US

• Assisted the Las Vegas/ Southern California areas
• Revenue Projections through the use of predictive models
• Custom reporting with various analysis tools (Excel/VBA, SAP, MySQL)
• Headed team to create and pilot PO Compliance system. Reached minimum 80% PO compliance for Fiscal year
• Created and refined template to help reconcile revenue with 99% accuracy

New York, New York, US

• Credit exposure monitoring and management
• Financial statement analysis
• Covenant tracking and breaches remediation
• Bond Issuance and Pricing

Rexburg, Idaho, US

• Mentored and assisted 80+ students on their VBA coding and revision skills
• Assisted professor over the course of the semester by inputting graded assignments, helping grade 7+ models, and curate relevant curriculum for the course

Dallas, Texas, US

• Worked directly with Branch Controllers in tasks as: file audit, inter-company transactions, adjusting journal entries, invoice reconciliation, etc.
• Contributed in building processes for month end reports, spreadsheets, and models
• Developed automated reports and data configurations by designing intuitive interfaces and programming custom VBA macros.
• Worked with Salesforce to track accounts and vendors, allowing for highly accurate forecasts for revenue projections

Rexburg, Idaho, US

• Lead cross functional teams in research and development of solutions for different clients, in improving a MySQL server and performing Economic analysis
• Interacted on day to day basis with clients, ensuring a high-quality deliverable
• Gained intermediate level proficiency with programs like MySQL Server, Power BI through outside effort and study.

Master Of Science - Ms, Finance

Bachelor'S Of Finance, Finance And Financial Management Services

Education record