Jonathan Leon Email & Phone Number

Minneapolis, MN, US

Virginia Beach, Virginia, US

• FinFit is a financial wellness technology company. FinFit transforms the consumer lending ecosystem and other financial products via payroll deducted products coupled with payroll data. FinFit offers employees access.
• Work daily with the following systems: DataRobot (Machine Learning Automation for Predictive Modeling), Tableau Desktop (Professional) and Tableau Online (Business Intelligence), Microsoft SQL Server (Data Management.

Virginia Beach, Virginia, US

Virginia Beach, Virginia, US

Norfolk, Virginia, US

• CHKD is a multi-speciality health system offering comprehensive pediatric care for children from birth to age 21.
• Worked daily with the following systems: Axiom EPM (Strategic Planning, budgeting & forecasting, reporting & analytics, financial close & consolidation, and profitability & cost management software), Budget Advisor.

Minneapolis, MN, US

• U.S. Bank is the fifth-largest commercial bank in the United States, and one of the country’s strongest and most stable banks.
• Completed over three hundred assessments on Corporate (Public & Private), Not-for-Profit, and Governmental entities for both U.S. and Canada to provide unsecured credit through models on Moody’s Analytics or Microsoft.
• Fostered discussions with the head of finance or the Entity to clarify any additional questions, concerns, or risks in the credit review
• Performed detailed writing assessments on CAPE.net or Excel of the unsecured credit ranging from $600K to $30M in annual volume, including a deep overview of the company, credit history (Equifax or DNBi), credit rating.
• Created a recommendation upon completion of the spreading and assessment, to either decline, approve, or enhance the request, based on the strength of the Company and the tolerance of U.S. Bank to the specified.
• Followed protocol of the U.S. Bank policy that required at least two reviewers to approve a request, in order to ensure that both the analyst and an additional higher credit approver agree with the recommended decision

Minneapolis, MN, US

• Target is an upscale discount retailer, which provides a shopping experience with access to unique and highly differentiated products at affordable prices.
• Built relationships with buyers, senior management, and other support teams as the core consultant for everyday pricing and promotional activity effectiveness
• Worked with the buyer and senior buyers to understand their business constraints, strategy, and goals that would affect their pricing model performance
• Restrained the model and applied the best possible prediction of the future outcome based on mathematical algorithms applied to the data utilizing Demand Tec science
• Centered the scenario on the buyer/corporate business constraints (Ending numbers, price change limits, minimum pricing requirements, elasticity, geography, segmentation, and seasonality) and goals (Margin targets.
• Designed multiple scenario iterations based on unique rules and relaxation of those rules, resulting in the finding of the most profitable scenario

New York, New York, US

• Travel Leaders Corporate is an innovative corporate travel management company.
• Enhanced and reported all the daily reports to the executive team in order to achieve superior visibility of financials and key performance indicators (air transactions, gross air, and international air volume; as well.
• Provided a revitalized daily and monthly transaction trending report to identify which clients drove company sales
• Constructed, from scratch, the client profitability analysis/model and dashboard in Tableau monthly, quarterly and annually. The model demonstrated how each individual customer provided a positive or negative trend.
• Produced KPI’s to evaluate performance against other clients and benchmark how to position the strategy/resources to further improve margins
• Managed the P&L, Balance Sheet, and Cash flow for a small division call Meetings IQ under Travel Leaders Corporate

• Puji Capital provides private/public financing and M&A solutions in various growth stages across industries as well as other financial services.
• Evaluated, analyzed, and researched investment opportunities to forecast the allocation of resources in various industries, markets, and companies
• Wrote various reports on emerging markets analyzing: market vitality, purchasing power, political risk, size of market, infrastructure, and market indices
• Projected company’s financial investment valuations through analysis of discounted cash flows, company comparables, internal rate of returns, and weighted average cost of capital
• Created various information memorandums, management investment presentations, pitch books, and financial projections to current and prospective clients
• Generated a pitch book, with various quantitative and qualitative analysis for a Chinese conglomerate company in order to purchase one of the largest U.S. cinema studios

US

• Trane is the world leader in creating and sustaining safe, comfortable and energy efficient environments.
• Developed excellent understanding of the parts business and the channels it sells into
• Developed more efficient, effective, and accurate methods of accomplishing personal and department business objectives, including “ease of doing business” with the business units and field sale offices
• Handled all details of assigned projects from inception to completion within the mutually agreed-upon timetable
• Assisted in implementing pricing in various business systems and analyzing various pricing scenarios

Product Leader

Senior Product Manager

Bachelor'S Degree, International Business & Finance