Jonathan Fu Email & Phone Number

Emeryville, California, United States

November 2021 Catalyst Award

San Francisco Bay Area

• Business partner to Business Development, Development, and Products
• Develop deep understanding of operations to produce and track against three annual departmental and 1-2 dozen project budgets up to $47M ea within 1-10% variance
• Co-own consolidation of annual opex, capex, and revenue budget/forecast
• Identify and size opportunities for process improvements such as outsourcing and standardization and incorporate into 1-3 year financial forecast
• Implement and monitor processes to ensure accuracy and timeliness of financial reporting - resulted in project P&L being able to be reported and tracked for the first time
• Run annual financial audit, including business’s first audit from inception-to-date, and draft financial statements from scratch involving footnote disclosures on founder’s equity, convertible debt, debt modification.

San Francisco Bay Area

Co-lead local office committees spanning 5 offices and the firm of 350+ employees in employee-led initiatives to promote retention and well-beingIdentify employee concerns and inefficiencies and effect policy changes by communicating to managementLiaise between office managers, HR, and executive management to implement events

San Francisco Bay Area

Auditor for public and private companies; for-profit and nonprofit companiesCPA Licensed Perform testing of internal controls in compliance with Sarbanes-Oxley Section 404Develop operational recommendations to management based on audit findings to promote efficiency of internal processesPrepare financial statements and financial statement footnote.

One of four students chosen by the Economics department to tutor peers in introduction to economics, micro and macro economics, and econometrics Be well versed in economic principles and able to communicate complex concepts in a clear manner

Manage and grade assignments for classes of 80 to 150 students Provide thorough and comprehensive feedback as the intermediary between students and professorProcess points from rubric and enter scores to meet weekly return deadlines