Jonathan Weitkunat Email & Phone Number

San Jose, California, United States

As a Credit Analyst in the Equity Fund Resources division at Bridge Bank, I conduct in-depth financial analyses of private equity, venture capital, and SBIC-backed companies to assess creditworthiness and structure financing solutions. I evaluate and monitor loan portfolios to ensure compliance with credit policies, mitigate risks, and identify growth opportunities. Collaborating closely with relationship managers, I prepare comprehensive credit memos and present recommendations to credit committees. My role involves performing industry research and financial modeling to support informed lending decisions while maintaining strong client relationships by delivering tailored financial solutions and exceptional service.

Bala-Cynwyd, Pennsylvania, United States

Assisted the team through the use of VBA, SQL, Python, and excel to automate tasks or ensure proper quote and data accuracy. Analyzed workflows and processes to ensure proper controls and information was tagged for platform information. Implemented systems which allowed for more analysis and information about quoting and deal conditions.⋅ Enhanced the accuracy, volume, and efficiency for cross-platform securities quotes using VBA, SQL, and Python.⋅ Leveraged macro workbooks and code to enhance workflows for greater accuracy, timeliness, and manageability.⋅ Challenged ideas and demonstrated mastery over upstream and downstream data impacts to offer greater coverage and information for the team and traders. Examples include Market on Close updates, Traded-Throughs Reporting, Mass Platform Updates for correct trade sides and pricing, and Deal Status Tagging.⋅ Quote volume increase of 100% with an accuracy increase of 15% through newly created visual and preventative controls as well as reconciliation processes for platform reports.

Completed hands-on experience within the Dornsife Student Consulting classes with real clients and real problems or areas on inquiry within their industries.Non-Profit Business Consulting: ⋅ Researched the profitability and KPIs for success of an online course transformation.⋅ Presented the findings which include secondary research summarization and interpretation to client⋅ Created a Monte Carlo Simulation to test profitability and success likelihood for business model framed with 1000 simulations. The success was calculated to be above 80% with a 40% likelihood of reaching a value over $100k.For-Profit Business Consulting:⋅ Presented market analysis of demographics within the Philadelphia area totaling over 50 cases of analysis.⋅ Offered recommendations of demographic susceptibility to different celebratory marketing styles.⋅ Created a dynamic pivot table containing the criteria, ratings, and recommendations of the demographics.

Newark, Delaware, United States

Opportunity to work with Basel Measurements & Analytics Team as well as the greater TCIO group for controls performance and design evaluations, senior management organizing, and ad-hoc projects.⋅ Partnered with Line of Business teams for compliance, attestation, deliverables, documentation for over 100 processes across the team. Processes include variance analysis, reconciliation, and secondary approvals.⋅ Created dynamic system to visualize BAU, project, and timeliness calendar dashboards on Tableau and Excel for an estimated 80 ad-hoc and reoccurring deliverables for the controls team. ⋅ Improved trackability and facilitated the semi-annual SOX Controls design and performance evaluations through new tracker via Microsoft cloud.

Philadelphia, Pennsylvania, United States

Intern who worked with the finance team for company operations at myCIO Wealth Partners based in Philadelphia. Aids in quarterly billing, monthly uploads reports, check runs, and special project reporting based on the needs of the partners.⋅ Prepared hedge fund performance reporting uploads, billing, and Pro-rata expenses for each partner ⋅ Completed fee structure reconciliation, variance analysis, and revenue documents for Detailed Revenue Analysis which resulted in an updated report of $11.9 Billion AUM. ⋅ ADV Prep for all in-house funds, related party analysis, and red taping the financial reports.⋅ Stream-lined process for expense reimbursement via custom dashboard and formula driven classification on Excel.

New Britain

Handled money orders, lottery, Western Union, Customer related challenges, FE book keeping, and transactions.Western Union Agent Certified