Jonathan Flatley Email & Phone Number

Mckinney, TX, US

Co-founder and advisor to Big 5 Imports, LLC, a family-owned and operated company stretching from the Pacific Northwest to Sydney, Australia. Big 5 Imports recently launched its proprietary fine jewelry brand, Alcheri Jewelry, on Amazon. The company responsibly sources its natural gemstones (mainly opals, which overwhelmingly come from Australia), and.

Rosemont, IL

• Shareholder and core Corporate team member of this private equity investment, which delivered a premium earnings multiple to investors.
• Central accounting and finance leader involved with the due diligence process, which included interfacing with external due diligence consultants, investment bankers, and executive management.
• Main contact for all division and operating company CFO's and Controllers; included communication and oversight of all reporting requirements.
• Interfaced with the private equity sponsor and outside lenders. Directly supervised Corporate Accounting Manager and external consultants.
• Served as the main contact with the external auditors. Responsible for the planning and execution of the external audit.
• Consolidated, reviewed, and analyzed monthly, quarterly, and annual financial statements. Responsible for accuracy and timeliness of internal and external reporting to various stakeholders.

Downers Grove, IL

• Corporate Senior Manager FP&A:
• Worked directly with Corporate Executive team on earnings release materials, monthly and quarterly reporting and forecasting, and ad hoc financial modeling projects. Monitored $125 million Corporate budget. Worked with.
• Served Segment Executive team by developing presentations, reviewing capital expenditure requests, mergers and acquisitions analysis, and ad hoc financial modeling or analysis upon request.
• Consolidated monthly and quarterly financial results of $2+ billion Segment. Worked directly with ten operating companies to plan and execute financial deliverables. Determined periodic Segment forecast and oversaw.
• Supported Segment Director of FP&A on monthly and quarterly forecasts and consolidation, mergers and acquisitions analysis, capital expenditures analysis, continuous improvement projects, financial modeling and.

Milwaukee

• Developed strong client relationships with CEOs, CFOs and other members of financial management. Presented audit plans and results to Boards of Directors and Audit Committees.
• Planned, supervised and executed financial statement audits and quarterly reviews for various SEC registrants and private companies, while growing the largest portfolio within the management group.
• Integral member of numerous proposal teams that were successful winning and retaining clients, which led to thousands of dollars of incremental firm revenue.
• Performed research and testing of critical accounting areas for conformity with US GAAP and IFRS.
• Started with KPMG as a Senior Associate in 2004, promoted to Audit Manager in 2006, then to Senior Manager in 2008.

Master Of Business Administration (Mba)

Activities and Societies: Business on the Frontlines (Nicaragua) Beta Gamma SigmaMagna Cum Laude

Bs, Accounting

Education record