Jonathan Blum, Mba Email & Phone Number

Hartford, Ct, Us

Hartford, Connecticut, United States

Connecticut And North Carolina

• Supervised accounting, financial reporting, grant management, and audit / review preparation.• Redesigned the chart of accounts to enhance the ability to track grant expenditures. • Improved financial reporting and internal controls to prepare for review and audit engagements. Created tailored financial policies and procedures.

Western North Carolina / South Carolina Area

Managed accounting, financial reporting, and grant management for a $40M public housing authority. Prepared the annual budget. Developed detailed cash flow forecasts and budgets for each operating unit. Successfully managed the audit. Prepared financial analysis and budgets to support a $1 million grant proposal to the City of Durham, which resulted in its approval.

Raleigh-Durham, North Carolina Area

Responsible for all accounting and financial reporting. Successfully guided the organization through two audits, resulting in a significant reduction of compliance related findings. Implemented improvements in accounting procedures. Led the team preparing the multi-year grant application to the federal Health Resources and Services Administration.

Raleigh-Durham, North Carolina Area

As Finance Director of a health and wellness center for seniors, I was responsible for accounting, financial reports, budgeting, internal controls, payroll, foundation and federal / state grant reporting, audit preparation, and program evaluation. Recommended a new payroll processor. Implemented transition and conducted training.

Ct

As Director of Finance and Administration, and Acting President, I provided the board of directors with financial and operating support for an organization in financial difficulty. I evaluated the financial situation through an in-depth review of expenses and cash flow. Reached agreements with multiple creditors. Worked directly with the board to develop a restructuring plan. Efforts resulted in the sale of the organization’s assets and projects.

Ct

I was the Executive Director and Chief Financial Officer of a community based health center. Responsible for day-to-day operations, financial management, grant reporting, and fundraising.

Ct

Provided wealth management, investment and insurance services for private clients, nonprofit organizations and businesses.

Il, Mi And Ny

Directed consulting engagements for a national consulting and public accounting firm. Developed business and managed relationships with investment managers, nonprofit organizations, trusts and private clients. Structured complicated loan facilities for corporations. Successfully conducted challenging loan workouts.

Mba, Finance

Ba, Sociology