Jonathan Neri Email & Phone Number

Santa Fe, New Mexico, United States

Bringing seed to series B companies seasoned executives for short-term, fractional C-level roles

United States

Penny makes payments easy and turns them into a profit center for those in the marketing and fulfillment industries.Media buyers, affiliate marketers, and dropshippers use Penny to spin up an unlimited number of VCCs (Virtual Credit Cards) for every campaign, platform, and/or payee without racking up any issuance fees. And, because Penny is both API-first and has multiple banking partners it can optimize BIN assignments when issuing VCCs, to minimize declines and maximize rebates, and programmatically rectify declined transactions in milliseconds, not weeks. If your payments volume is $500k or more per month and you want to set up a demo to learn more, let me know!

Santa Monica, California, United States

Engaged by Co-Founder to model retail company viability in advance of starting operations. Upon the companies founding, instituted company’s financials via QuickBooks Online (QBO). Integrated Lightspeed Retail to QBO to allow for next-day financial reporting. Provide ad-hoc issue resolution relating to HR, QBO, Expense tracking and Credit Card utilization.

Albuquerque-Santa Fe Metropolitan Area

Partnered with Founder to establish foundational elements of the company including Operations, HR, Technology, and Finance. Setup 3,000+ sq ft office space for staffing of 15+. Established the company books and records in QuickBooks Online and managed payroll setup and integration to Rippling. Expanded Rippling utilization within the company including establishing company 401k and rolling out health benefit packages. Managed financial reporting to the parent company and facilitated consolidated reporting. Established office network and security systems and managed new employee setup and computer provisioning. Researched, applied, and secured local government funding for new hires in New Mexico via the Jobs in Training Program (JTIP).

San Francisco, California, United States

- Started company with two employees and grew to over 25 during our eight years of business. - Revenue growth exceeded 450% over the course of eight years- Profit margin during operations averaged 26%- Operating percentage of revenue averaged 17.5% compared to industry average of 25%- Provided strategic advice to CEO and VPs for hiring staff including wage and role requirements based on client needs and revenue- Managed all vendor relationships for office, technology, and PR team- Managed the selection, negotiation, and relocation of the company to two new offices as the company expanded- Identified, negotiated, and introduced company perks to keep employees engaged and motivated- Provided weekly and monthly reporting to CEO and VPs for staffing allocation and workload management- Reviewed and oversaw all employee reviews, action Plans and employee terminations. - Selected, acquired and provisioned all employee hardware, software, mobile devices, etc.

San Francisco Bay Area

Proprietary Software Application - Trading DepartmentI analyzed and created the requirements of a custom application for the Trading Dept, developed the project scope, obtained funding (300K+), and identified the team to execute. I accomplished these goals within our 6 month timeframe and handed the project to the Project Manager.

-Managed a team of project manager and associates (9+) who focused on all Investment Management systems (PA, OMS, Performance, Client Reporting, & Security Master)-Annual project budget of over 10MM-Managed Market Data & System vendor relationships, i.e. Bloomberg, Thomson Reuters, S&P, MSCI, FTSE, Dow, Charles River, Eze Castle, Eagle Investment Systems-Maintained oversight for a multi-year Order Management System implementation including Compliance, Order Entry, and Execution

-Managed a successful order management system (OMS) product search. -Successfully negotiated vendor contract-Initiated and managed a multi-million dollar order management system implementation. -Designed firm solution including phased approach, existing application interfaces, and custom proprietary system development-Conducted routine updates to senior members of the firm and Executive Sponsors

Managed all operational details for high-net worth client account setup and transfer. Including complicated ACAT, DTC, ESOP, 401k rollovers, and restricted stock transfer activities. Established new brokerage accounts for discretionary trading purposes.

Phone and internet trader with Online division. Formerly Discover Brokerage, MSDW Online.

Responsible for all department reporting to Sr. Management. Managed day to day team responsible for posting all investment transactions for the firms Mutual Fund & Annuity sales department. Also responsible for department technology support, help desk, server, & purchasing.

Bs, Finance

Activities and Societies: Alpha Kappa Psi

Bs, Accounting

Education record