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.

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.

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.

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.

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.

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.

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.

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.

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.

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.