Jonathan Urban Email & Phone Number

One Financial Plaza, Suite 1200 Ft. Lauderdale, FL

Financial Professional working with small businesses and families towards their financial goals in life including, funding education, long term care, tax planning strategies, and retirement.

Florida, United States

Navigated a small business through the Covid Pandemic to emerge as the #1 Ranked Loyalty Benefit Program in the US. Oversight included, Finance, HR, Marketing, Customer Service, and Logistics. Converted the business model into a 100% online business to survive the lockdown. Negotiated contracts to bring in household names like Amazon, Target, and Walmart..

Weston, FL

Financial advisor/Accountant for local small businesses assisting in all matters Finance/Accounting including A/R reconciliation, Billing, Financial Modeling. Custom Excel Templates, Cash Flow Modeling, Capital Investor/Private Equity Presentations, Tax Preparation, and guidance in establishing an LLC.

Weston, FL

• Accountable for financial budgeting, forecasting, and analysis for total Americas operations. Present monthly results and analysis against Business Plan, prior year, and the monthly forecast. Assist Accounting with.
• Created Annual $5B Operating Plan utilizing both bottoms up and top down methodologies (expense vs. revenue).
• Negotiated $350M in cost concessions from Parent Company to achieve market share growth expectations.
• Saved $200M in bad debt write-offs by creating an A/R forecast model highlighting problem areas.
• Enhanced monthly Trial Balance submission forms for subsidiaries, reducing consolidation time by a full day.
• Chief Financial Lead on multiple Incubation Teams for smaller ($20-$50M) territorial acquisitions.

• Responsible for financial budgeting, forecasting, and analysis, of two major car rental brands (Avis & Budget). Results were analyzed against Business Plan and the monthly forecast. Forecasts were projected monthly on.
• Created forecast models to predict operating results with a margin of error of less than 5%.
• Produced Cash Flow Forecasts utilizing balance sheet line item detail and key business drivers.
• Audited operating results to uncover inefficiencies and create opportunities to excel.
• Orchestrated monthly forums with various department heads to ensure goals are met/exceeded.
• Improved allocation methodologies to enhance accuracy of expense reporting.

Somerset, NJ

• Planned, monitored, and evaluated annual sales campaigns, budgets, and forecasts. Conducted market assessment, manpower, productivity, cost efficiency, and management compensation analyses.
• Performance assurance including objective setting, measurement, and progress reporting.
• Produced annual budgets, track monthly performance variances, and create year end projections.
• Analyzed and investigated sales performance to identify growth, productivity, and new venture potential.
• Conducted modeling of corporate strategic plans, including full business case analyses.
• Developed efficient processes to reduce reporting lag time and increase productivity.

Park Ridge, NJ

• Analyzed actual and flash consolidated results; Prepared annual budget for consolidated US companies.
• Created management reports on monthly and year to date results vs. budget and prior year.
• Investigated Flash sales, Net Income, and inventory variances vs. budget.
• Reviewed business unit P&L’s to identify cost savings/profit improvement opportunities.
• Compared internal results to market indices for industry evaluations.
• Prepared annual budgets including corporate department allocations.

Mba, Finance

Bachelor Of Science - Bs, Business Administration And Management, General