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