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 manufactures products at its family operated workshops. Every aspect of the supply chain is overseen by its in-house Sydney-based certified Gemologist.

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.• Responsible for company-wide planning and execution of annual operating plan.• Implemented and analyzed periodic flash reporting and P&L and cash flow forecasts. • Provided periodic financial updates to the executive team and Board.• Assisted the CFO with integration of newly acquired companies as well as other ad hoc requests and special projects for the executive management team.• Developed company-wide accounting policies and procedures.

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 over fifteen Corporate departments to develop annual budgets and periodic forecasts. Interim Director of FP&A, Dover Engineered Systems (DES):• 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 Segment FP&A Manager’s work. DES FP&A Manager:• 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 statistical evaluation.

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