Jonathan Race, Mba Email & Phone Number

United States

- Developed and implemented a comprehensive budgeting and forecasting process from the ground up that enabled accurate financial planning, increased visibility into financial performance, and improved decision-making across the organization.- Streamlined and consolidated financial reporting across multiple international entities, ensuring compliance with varying regulations, enhancing financial accuracy, and improving global financial transparency.- Provided cross-functional finance and operations support by collaborating with various departments to drive financial efficiency, enhance operational processes, and support strategic decision-making across the organization.

United States

- Managed financial operations for SaaS business models, including revenue recognition, subscription billing, and churn analysis to help drive sustainable growth.- Managed the month-end close process, ensuring accurate and timely financial reporting, account reconciliation, and adherence to accounting standards that resulted in simplified operations and improved financial accuracy.- Ensured compliance with sales tax regulations across multiple jurisdictions, including accurate calculation, reporting, and remittance, thereby reducing audit risks and minimizing potential penalties.

United States

- Identified and developed new reporting metrics that provided fresh insights into the health and effectiveness of various departments across the organization.- Managed and mentored the pricing team by fostering professional development, enhancing team performance, and ensuring the successful execution of projects through effective leadership and guidance.- Worked cross-functionally to continue developing process improvement solutions for more efficient and faster scalability.

United States

- Operated as the finance lead for accounts comprising nearly 60% of company revenue.- Despite the unprecedented and ever-changing business challenges presented by COVID-19, helped navigate delivery leaders to achieve 20% Y/Y revenue and margin growth.- Developed a new forecasting model from the ground up that became the foundation of a new in-house forecasting tool being implemented across the organization.

Greater San Diego Area

- Develop departmental budgets while providing timely and effective financial reporting to managers, including budget variance analysis on a monthly basis.- Serve as the primary revenue analyst, producing and maintaining a new dynamic revenue model.- Support strategic company initiatives through ongoing planning and updated forecasting on a quarterly basis.- Lead regular meetings with members of the executive leadership team and department heads to evaluate budgets, KPIs, and financial projections in an effort to guide them towards increased profitability.- Assist in the creation and preparation of Board of Directors materials and other quarterly executive reviews.- Support senior management on various initiatives through the creation of financial models and other business intelligence tools.

Greater San Diego Area

- Build, manage, and analyze financial models to evaluate financial health that helped grow annual revenues from $2.5M to $15M.- Present financial analysis and recommendations to the Board of Directors that resulted in YOY cost savings of over $775K.- Identify, implement, and monitor KPIs to extrapolate trends and determine if we are tracking towards financial targets.- Provide financial and operational direction to support the expansion effort to bring the ROC Race event product to Australia.- Create and manage financial models and budgets that monitor f/x exposure and international tax liabilities.

Greater San Diego Area

- Help grow a department from a staff of 3 to a cross-functional team of 20, while personally managing 12 team members. Led the cross-functional team to help develop, program, market, and execute events throughout the U.S. and Canada.- Serve as the primary liaison amongst internal and external stakeholders to ensure successful collaboration, communication, and reporting accuracy during the planning, executing, and post-event stages of events.- Create and implement a new onsite operations schedule resulting in a 20% reduction in staffing costs.- Implemented a licensing deal with Disney after meeting their rigorous brand, legal, safety, and production standards. This resulted in an increase of yearly events from 9 to 22 while also increasing revenue from $5M to $15M annually.

Greater San Diego Area

- Mine large data sets that helped Identify and eliminate wasteful marketing tactics that resulted in YOY sales growth of $200K while simultaneously reducing the YOY budget by $50K.- Re-build company-wide P&Ls and budgets to correct errors that were costing the company up to $100K annually.- Create a new forecasting model that increased forecasting accuracy by 10%.- Provide ad-hoc analysis and reporting when needed.

San Luis Obispo, California Area

- Reported findings to loan officers through credit memos and presentations that increased loan decision efficiency and customer satisfaction.- Streamlined loan workflow and accounting processes which created better department communication, fewer errors, and increased loan turnover.- Mentored an intern to extrapolate potential credit strengths and weaknesses from basic financial statements through historical trends and statement relationships which increased loan decision turnaround time and lowered default rate.

San Luis Obispo, California Area

Master Of Business Administration - Mba, Finance

Activities and Societies: Graduate Business AssociationMagna Cum Laude

Bachelor Of Science - Bs, Business Administration

Activities and Societies: Financial Management Association Member & Social Coordinator, Week of Welcome Orientation LeaderConcentrations.