Jonathan Shepard Email and Phone Number
Senior business/strategy consultant with 20+ years of experience, centered primarily around the areas of large-scale business transformation, target model optimization, financial analysis, process improvement, risk mitigation and business case development. Reputation throughout career for success in building trusted relationships, increasing organizational efficiency, and communicating complex information into meaningful findings for executive stakeholders.- Strategic team leader, able to manage corporate strategy and communications- Skilled communicator, able to break down complex data/concepts into easily understood terms- Expert presenter, craft/deliver status reports and high-impact presentations for senior executives- Data-driven thinker, able to gather and leverage advanced analytics, metrics, and customer insights- Accomplished project manager with a consistent history of delivering under intense deadline pressureKey accomplishments include:- Wide array of experience in multiple industries: franchise buyouts to building a national digital bank- Proven team leader- Multiple large and medium scale business transformations- Multiple program, project lead and chief of staff roles
Kpmg Us
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DirectorKpmg Us Oct 2021 - PresentLos Angeles, California, United StatesLead project manager for a successful LOS installation (year plus) at a prominent national bank.Lead program manager building a national digital bank and insurance company from scratch. -
ManagerKpmg Us Jul 2015 - Oct 2021Los Angeles, California, United StatesResults and Attributions for a fixed income trading platform at a large west coast asset management firm.Chief of Staff to VP over Securitization Operations in a ‘start-up’ joint venture between Fannie Mae and Freddie Mac. PMO for third party integration to platform, including US Bank, DTCC and eMBS. Responsible for go-live enterprise readiness planning support and reporting, including development for End to End, Tri-Party and Parallel project phase readiness requirements. Supported the GSEs’ Single and Multi-Class bond administration legacy deal tie-outs. Project lead for LOS (Empower) technology and organizational assessment of a west coast regional bank. Gathered and presented data from multiple sources. Focused client attention on actual vs. perceived causes process latency. Bank separation project manager. One of two affiliated US based banks, both owned by a foreign bank entity, was being carved out for sale in an IPO. Both banks needed to identify and resolve various interdependencies to support a future state with each bank operating as an independent entity. -
Management ConsultantSlalom Consulting Oct 2013 - Jul 2015Manhattan BeachHelped a fast-growing SF-based FinTech lending organization decide best way to replace their in-house loan origination and servicing platforms. Performed build vs. buy analysis and vendor selection for both functions concurrently. -
Senior ConsultantErnst & Young Dec 2003 - Nov 2008New York CityStructured Finance Advisory Services (Business Advisory Group)Securitization of receivables for commercial paper. Assessed cash collections, treasury, P&L, cash flows, billing and processing, invoice aging, credit risk and delinquent account collection procedures, and special purpose vehicles. Reports were reviewed by investing institutions on reliability of receivables. Spanned multiple industries, including: manufacturing, distribution, television production, advertising, agriculture and financial services.Anti-Money Laundering (AML)Led multiple projects in AML policy development, implementation, evaluation and revision. Basel II - Financial Reporting, Capital RequirementsProvided large asset management firm with consolidated reporting from diverse business lines on aggregated financial exposures. Established consistent KPI-based financial reporting. Led a workstream for an international bank to assess capital requirements for structured finance products held in their portfolio. -
ConsultantArthur Andersen Business Consulting Mar 2000 - Feb 2002PhiladelphiaCorporate Finance, Strategy and Management, Channel and Customer GroupConducted product analysis and profitability projections to a Government contracting company that was entering into private practice after developing new technology in plastic welding. Provided geographic, customer and competition evaluations, partnership feasibility as well as six projections of future market share based on initial investment in the product’s development.
Jonathan Shepard Education Details
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Finance, Journalism, Marketing -
The Hill SchoolHigh School
Frequently Asked Questions about Jonathan Shepard
What company does Jonathan Shepard work for?
Jonathan Shepard works for Kpmg Us
What is Jonathan Shepard's role at the current company?
Jonathan Shepard's current role is Business Optimization (VP/ Director) | Expertise in Business & Digital Transformation, Program Management, Process Improvement, Strategic Leadership, Technology Implementations & Assessments.
What schools did Jonathan Shepard attend?
Jonathan Shepard attended University Of Washington, Michael G. Foster School Of Business, Syracuse University, The Hill School.
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Jonathan Shepard
Boca Raton, Fl3mindspring.com, sldsmlaw.com, jonshepard.com2 +156136XXXXX
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Jonathan Shepard
Award-Winning Director & Producer - Creating Positively Charged, Integrated Content And Experiences For Brands Who Give A Damn.Jacksonville, Fl5gmail.com, gmail.com, bellatlantic.net, qwest.net, net-village.net15 +190446XXXXX
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Jonathan Shepard
Austin, Tx7gmail.com, bigcommerce.com, aol.com, prodigy.net, bellsouth.net, comcast.net, gohighlevel.com9 +156132XXXXX
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Jonathan Shepard
Squadron Commander | Mba | Csm | Ts/Sci | Building Trust - Empowering People - Developing LeadersCharleston, South Carolina Metropolitan Area2us.af.mil, airforce.com
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