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Jonathan Kuan Email & Phone Number
Experienced finance professional skilled in strategic financial insights, team leadership, and business decision-making. Proficient in financial forecasting, process improvement, and stakeholder engagement.
at
NerdWallet
1 work email found
@usaa.com
1 phone found area 217
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Experienced finance professional skilled in strategic financial insights, team leadership, and business decision-making. Proficient in financial forecasting, process improvement, and stakeholder engagement.
Location
Newark, California, United States
Company size
Who is Jonathan Kuan? Overview
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Quick answer
Jonathan Kuan is listed as Experienced finance professional skilled in strategic financial insights, team leadership, and business decision-making. Proficient in financial forecasting, process improvement, and stakeholder engagement. at NerdWallet, a company with 703 employees, based in Newark, California, United States. AeroLeads shows a work email signal at usaa.com, phone signal with area code 217, and a matched LinkedIn profile for Jonathan Kuan.
Jonathan Kuan previously worked as Sr Financial Analyst FP&A at Monarch Tractor and Senior Financial Analyst (FP&A Lead) at Truepill. Jonathan Kuan holds Master Of Business Administration (M.B.A.), Finance, General from University Of Illinois Urbana-Champaign.
Company email context
Email format at NerdWallet
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{first}.{last}@usaa.com
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AeroLeads found 1 current-domain work email signal for Jonathan Kuan. Compare company email patterns before reaching out.
Profile bio
About Jonathan Kuan
Proficient in conducting financial reporting and analysis for banking capital and liquidity stress tests. Trusted advisor, influencing business decisions in fast-paced environments, solving complex problems, and leading effective changes. Lead cross-functional teams, driving consensus in reaching shared goals.
Listed skills include Entrepreneurship, Equity Trading, Business Strategy, Microsoft Office, and 27 others.
Current workplace
Jonathan Kuan's current company
Company context helps verify the profile and gives searchers a useful next step.
Nerdwallet
9 roles
Jonathan Kuan work experience
A career timeline built from the work history available for this profile.
Sr Financial Analyst Fp&A
Current
Jan 2024 - Present
Senior Financial Analyst (Fp&A Lead)
- Lead month/quarter reporting processes, annual budgeting and forecasting, and long-term strategy, providing financial insights to executive management.- Oversee FP&A function and manage forecast models for Headcount, Tech COGS, and Operational expenses.- Drive ad-hoc analysis and cross-functional projects such as financial system implementation and cost.
May 2022 - Jan 2024
Senior Financial Analyst (G&A Lead)
-Maintained financial statements to review key drivers of operating expenses with cost center owners ensuring the financial results are accurate and within targets. - Organized knowledge-sharing sessions on forecast process and advised business partners with informed, proactive analysis to facilitate financial decision-making and efficient resource.
Nov 2021 - May 2022
Senior Financial Analyst
- Manage and execute expense models and work with business to identify improvement opportunity for billing automation to increase efficiency ratio.- Serve as a business partner to support affiliate service providers on monthly billing process by preforming threshold analysis and monitoring forecasted billing rates to ensure proper documentation and avoid.
Sep 2020 - Nov 2021
Financial Analyst
- Financial Reporting and Analysis - Conducted credit card, mortgage, and total bank analyses for pre-provision net revenue (PPNR) forecast, leveraging complex financial models and assumptions. - Gathered information.
- Process Management - Refined risk control self-assessments (RCSAs) and stress testing process flows. Initiated identification of key risk indicators (KRIs) across business units and implemented controls, resulting in.
Jun 2017 - Sep 2020
Chief Financial Officer
Huasi Co., Ltd.
- Strategic Business Planning - Conducted research and risk-reward analysis of trading strategies for traders to reach financial goals, resulting in commission that comprised ~20% of company revenue. - Built Excel models.
- Risk Management - Evaluated risk environment by assessing economic events, monitoring loss thresholds and performance of individual traders to project company revenues or losses. - Estimated company needs and secured.
May 2013 - May 2015
Co-Founder
Huasi Co., Ltd.
- Business Development - Established U.S. equity trading company focused on providing training, technology, and trading opportunities for equity traders in Taiwan. - Recruited individual traders through online blogs.
- Project Management - Spearheaded concurrent projects in collaboration with marketing, strategic planning, equity trading, pricing analysis, and intern training, meeting deadlines and managing financial budgets to reach.
Apr 2012 - Apr 2013
Equity Trader
- Equity Research - Performed fundamental and technical analysis using quantitative measures to determine valuation of various companies. - Developed arbitrage trading strategy with financial model, calculating spread of.
Jul 2011 - Mar 2012
Team & coworkers
Colleagues at NerdWallet
Other employees you can reach at nerdwallet.com. View company contacts for 703 employees →
MD
Magda Doemeny, Cfp®
Colleague at NerdwalletSan Diego Metropolitan Area, United States
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CL
Christian Lopez
Colleague at NerdwalletSan Francisco, California, United States, United States
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FP
Filip Philip
Colleague at NerdwalletKolín, Central Bohemia, Czechia, Czech Republic
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TM
Tori Mayernick
Colleague at NerdwalletPhiladelphia, Pennsylvania, United States, United States
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MM
Mary Margaret Flory
Colleague at NerdwalletChicago, Illinois, United States, United States
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RP
Roberta Pescow
Colleague at NerdwalletLanding, New Jersey, United States, United States
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AC
Adam Cavil
Colleague at NerdwalletOakland, California, United States, United States
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PB
Pulkit Bansal
Colleague at NerdwalletBrooklyn, New York, United States, United States
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JS
Jonathan Szeto
Colleague at NerdwalletSan Francisco Bay Area, United States, United States
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EH
Emily Hsiao
Colleague at NerdwalletSan Diego Metropolitan Area, United States, United States
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Magda Doemeny, Cfp®
Colleague at NerdwalletSan Diego Metropolitan Area, United States
View →
CL
Christian Lopez
Colleague at NerdwalletSan Francisco, California, United States, United States
View →
FP
Filip Philip
Colleague at NerdwalletKolín, Central Bohemia, Czechia, Czech Republic
View →
TM
Tori Mayernick
Colleague at NerdwalletPhiladelphia, Pennsylvania, United States, United States
View →
MM
Mary Margaret Flory
Colleague at NerdwalletChicago, Illinois, United States, United States
View →
RP
Roberta Pescow
Colleague at NerdwalletLanding, New Jersey, United States, United States
View →
AC
Adam Cavil
Colleague at NerdwalletOakland, California, United States, United States
View →
PB
Pulkit Bansal
Colleague at NerdwalletBrooklyn, New York, United States, United States
View →
JS
Jonathan Szeto
Colleague at NerdwalletSan Francisco Bay Area, United States, United States
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EH
Emily Hsiao
Colleague at NerdwalletSan Diego Metropolitan Area, United States, United States
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2 education records
Jonathan Kuan education
Master Of Business Administration (M.B.A.), Finance, General
University Of Illinois Urbana-Champaign
Bachelor’S Degree, Finance, General
National Central University
FAQ
Frequently asked questions about Jonathan Kuan
Quick answers generated from the profile data available on this page.
What company does Jonathan Kuan work for?
Jonathan Kuan works for NerdWallet.
What is Jonathan Kuan's role at NerdWallet?
Jonathan Kuan is listed as Experienced finance professional skilled in strategic financial insights, team leadership, and business decision-making. Proficient in financial forecasting, process improvement, and stakeholder engagement. at NerdWallet.
What is Jonathan Kuan's email address?
AeroLeads has found 1 work email signal at @usaa.com for Jonathan Kuan at NerdWallet.
What is Jonathan Kuan's phone number?
AeroLeads has found 1 phone signal(s) with area code 217 for Jonathan Kuan at NerdWallet.
Where is Jonathan Kuan based?
Jonathan Kuan is based in Newark, California, United States while working with NerdWallet.
What companies has Jonathan Kuan worked for?
Jonathan Kuan has worked for Nerdwallet, Monarch Tractor, Truepill, Usaa, and Huasi Co., Ltd..
Who are Jonathan Kuan's colleagues at NerdWallet?
Jonathan Kuan's colleagues at NerdWallet include Magda Doemeny, Cfp®, Christian Lopez, Filip Philip, Tori Mayernick, and Mary Margaret Flory.
How can I contact Jonathan Kuan?
You can use AeroLeads to view verified contact signals for Jonathan Kuan at NerdWallet, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Kuan attend?
Jonathan Kuan holds Master Of Business Administration (M.B.A.), Finance, General from University Of Illinois Urbana-Champaign.
What skills is Jonathan Kuan known for?
Jonathan Kuan is listed with skills including Entrepreneurship, Equity Trading, Business Strategy, Microsoft Office, Equity Research, Mentoring, General Management, and Quantitative Finance.
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