Jonathan Lamb Email & Phone Number

Exton, PA, US

Kennett Square, PA, US

Menlo Park, CA, US

• Provide senior-level financial consulting services to clients through short- and long-term engagements that aid companies through transition. Help businesses achieve their goals, from strategy and implementation to.
• Expertise in monthly and annual financial close, year end audit and tax management.
• Experience with systems and acquisition integration for both small and large organizations.
• Mature, standardize and automate accounting and business processes.
• Implement advanced modeling and analytics for reporting and financial planning and analysis.

Menlo Park, CA, US

• CMC Energy Services, Inc.Controller and financial advisor to a leading provider of energy efficiency program management organization.
• Led comprehensive financial reconciliation, overseeing inventory, receivables, and fixed assets. Managed tax audit and directed accounting team of 6.
• Spearheaded critical Q1 and Q2 financial reviews, ensuring accuracy in inventory balances and unbilled accounts. Streamlined processes for enhanced efficiency.

Menlo Park, CA, US

• MEDICAL GUARDIAN, Philadelphia, PA, Controller, Interim Medical Guardian is a leading provider of Personal Emergency Response Systems (PERS), dedicated to enhancing the safety and well-being of individuals through.
• Responsible for the monthly close process and execution, preparation of consolidated financial statements
• Quarterbacked the 2023 financial statement audit, year-end close, and tax audit for multiple entities.

Menlo Park, CA, US

• PROCLINICAL, PART OF ACACIUM GROUP, Philadelphia, PAProclinical is a global growth partner in Life Sciences executive search, workforce solutions, and staffing services. I provided financial consulting as the interim.
• Managed a team of 5 finance professionals and reported to the parent company based out of the UK.
• Managed month-end close process, financial statement reviews, cash and treasury management and international intercompany cash and equity transactions.
• Completed 2024 budget process in collaboration with parent organization and multiple international entities.

Menlo Park, CA, US

• KEYSTONE DEVELOPMENT + INVESTMENT, Conshohocken, PA Keystone develops and invests in commercial properties that inspire and unlock potential to succeed. They focus on dynamic buildings that attract dynamic people. And.
• Lead a team and was responsible for accounting activities, financial reporting, reviewed and approved monthly financial statements and managed the operating budget and audit process.
• Reviewed monthly, quarterly, and year-end work-papers and corresponding financial statements for property entities to ensure compliance with financial statement distribution to partners and lenders.
• Verified recording of acquisitions, dispositions, refinancings and recapitalizations.

Broomall, Pennsylvania, US

• Financial executive of a $7.5M mobile medical screening company that oversees the finance and accounting function of the business. This included month end close, financial reporting, audit management, insurance, and.
• Increased revenue by 22.4% for FY2022 compared to FY2021.
• Worked with external accountants for year-end reporting and tax compliance.
• Managed cash management procedures, implemented cash flow reporting, and provided cash forecasting to the CEO.

• Executive team member of a medical records technology organization. I was responsible for all aspects of finance, accounting, treasury, risk management and compliance functions for the healthcare technology firm.
• A key business partner to the CEO that provided guidance on financial strategy to include M&A analysis and transactions, audit, board communication and operational oversight.
• Created financial reporting for executives and board members to include MD&A for quarterly board/investor meetings.
• Created process for monthly financial statement review, accounting policies and procedures and internal controls.
• Integrated business system databases to provide business analytics and dashboards for leadership team.
• Led due diligence, financial modeling, analysis, and projections for business acquisition - closed in March 2020

La Paz, La Paz, BO

• Directed financing strategies, analysis, forecasting and budget management
• Oversaw monthly financial close, financial statement preparation and prepare consolidated financial statements
• Lead all aspects of accounting operations such as receivables, payables, payroll and financial reporting
• Oversaw all financial related matters including new account reviews, compliance and regulatory matters
• Created financial plans as defined by the CEO
• Developed HR and accounting policies

Columbia, Maryland, US

• Advisor and consultant to executive team regarding financial reporting, accounting policies, banking relationships, start-up strategy and funding opportunities. Provide tax and compliance support. Create accounting.
• Created accounting policies and financial statement review procedures
• Provided state nexus audit review to determine liability in states depending on sales and employee location
• Developed chart of accounts and reporting metrics to better align with the business
• Reviewed and created leadership dashboard for executive team to provide real-time reporting and better insight into company metrics
• Provided leadership around due diligence requests from venture capital firms

Washington, DC, US

• Executive team member responsible for all aspects of finance, accounting, treasury, risk management and compliance functions for information technology professional services firm. A key business partner to the CEO that.
• Collaborated with VP of Sales to develop market strategy; Annual revenue growth 50% in 2013 and 35% in 2014.
• Created borrowing strategy to fund expansion into four new markets; Expanded the business from one market in 2012 to 6 markets in 2014
• Microsoft US Partner of the Year 2014 and 2015
• Created financial statement process and monthly review procedures
• Established working capital line of credit and developed borrowing strategy to include both equity and debt financing

St. Louis, Missouri, US

Overall management of administrative operation for $50M division. Oversaw budget preparation / administration, internal and external financial reporting, risk assessment and credit underwriting, monthly closing of general ledger and tax reporting and analysis. Managed human resources function and payroll process. Led business operations to include.

St. Louis, Missouri, US

Managed all accounting functions for fleet management division including month-end close, staff supervision, prepared and analyzed monthly operating statements and internal financial reports. Directed management of month end close process to include general ledger reconciliation, journal entry review and approval, internal and external reporting. Led.

St. Louis, Missouri, US

St. Louis, Missouri, US