Jonathan S. Email & Phone Number

Washington, DC, US

Hagerstown, Maryland, US

West Chester, Ohio, US

• Advising SMB service companies on finance, operations, and strategy
• Working with a $4m remediation business to clean up its finances and plan out a 3-year growth strategy
• Advising a $10m HVAC / plumbing company on accounting structure, margin analysis, and cost issues
• Consulting with a group of entrepreneurs on acquiring $20m of residential landscaping companies in a vertical roll-up

New York, NY, US

• Responsible for all Finance operations (budgets, analysis, reporting, PMI, etc.). Some of my accomplishments are:
• Designed the annual budget and 5-year planning processes for the OpCo and subsidiaries, including CapEx planning, operating company budget, acquisitions forecast, and debt management to reach EBITDA and revenue targets
• Worked with presidents and controllers to evaluate monthly finance packages, including budget variances, margin analyses, EBITDA, etc. to uncover problems in follow-on sales, OpEx issues and potential opportunities for.
• Led a financial software analysis to determine the optimal tech stack, including timeline and resource requirements
• Advised company presidents on operational initiatives aimed to reduce costs YoY by 30%

Plano, TX, US

• Responsible for the FPA function (budget, forecast, analysis, reporting, etc.). Some of my accomplishments are listed below:
• Improved financial review process, improving transparency and leading to tactical discussion around cost-management, resource utilization, GM, EBITDA, and other financial KPIs
• Re-designed the annual budget and long-range planning process, including the stakeholder buy-in and drivers’ analyses
• Worked with the CTO to build a headcount forecast tool to manage $10m of third-party resources for increased accuracy
• Developed pain-point analysis approach and road-mapped 25+ finance processes improvement initiatives to reduce forecast steps, increase transparency, and respond to ad hoc departmental finance requests
• Prepared monthly financial results memorandum for the Board and other executives

Herndon, VA, US

Finance process and systems transformation SME enabling front and back-end functions to operate more efficiently and effectively. Managed a Finance PMO team to integrate previous acquisitions, improve finance processes, and improve both Controller and FPA capabilities within the organization.

Worldwide, OO

• Finance Transformation Manager specializing in FP&A and Corporate Strategy issues related to reporting, forecasting, and planning for Fortune 100 clients. Leading teams to:
• Engagement Manager for $20B Fortune 500 Tech Company merger, overseeing implementation of a Cloud reporting solution for three subsidiaries post Day 1, leading to faster and more dynamic reporting capabilities. Aligned.
• Workstream lead for sales forecasting process improvement initiative at a Tech Company. Worked with Finance and business unit teams to identify forecasting process drivers, pain points, and system issues to redesign.
• Accounting Lead for a Pre-Day1 $85B international merger, helping the client to align global accounting processes and prepare IT systems to navigate data for Day 1 forecasting and reporting across Finance, Accounting.
• Client Engagement Lead for $10B Consumer Product Company, overseeing implementation of a Finance RPA pilot and operating model. Managed a global robotic process improvement and governance program evaluating 100+.

Worldwide, OO

• Finance Consultant specializing in op model and finance transformation opportunities. Lead workstreams to:
• Lead the Finance Integration workstream to incorporate two Tech FP&A organizations post day 1, detailing future state reporting and planning processes for a combined $30B entity
• Lead stakeholders to design best in class close, reporting, and forecasting future state processes for a subsidiary spin-off of a $20B tech company
• Improve payroll accuracy and timeliness and move operations to a shared service center approach for a regional utility
• Streamline Finance and Treasury operations post day 1 in a Fortune 100 Life Science company, reducing the number of banking operations by 30% and consolidating reporting processes
• Project Managed Finance systems Go-Live across 6 workstreams, including detailing cost and project timeline variances

Chicago, IL, US

• Create and execute Constellation’s $20M public sector strategy to sell multiproduct energy solutions to state verticals such as transportation, healthcare, education, housing, government, and corrections
• Improve pipeline accuracy 50% and increase coverage of state verticals by 30% managing a team of four salespeople directly and 20 indirectly to sell multiproduct solutions across 30+ states
• Develop public / private partnerships and other team-based projects by leveraging multi-product solutions and capabilities
• Provide analytics for Directors and Vice Presidents based on sales pipelines, product trends, and product win-rates to identify strategic opportunities

Chicago, IL, US

• Served as the Credit Coordinator to BG&E’s electricity auctions, evaluating the credit-worthiness of potential electricity suppliers for BG&E’s 1.6 million customers. Monitored mark-to-market commodity exposure and.
• Managed BG&E’s short-term cash forecasting. Projects included increasing forecast accuracy by improving relationships with tax, FP&A, electric supply, etc. and creating a complex financial model to facilitate.
• Provided ad hoc analyses on financial risks such as the impact of commodity exposure, regulatory constraints, and market volatility on net available liquidity
• Reformulated the variance analysis of a $120M utility-wide customer service implementation project that was used to renegotiate labor contracts for increased savings
• Developed framework to monitor and proactively identify hedging risk in the PJM network in accordance with FERC Order 741

Washington, DC, US

• Analyzed seven emerging market business-development loan applications ranging from $5 - 40M Sensitized variables and evaluated market conditions to determine project viability in natural gas distribution, education.
• Conducted due diligence and advised project sponsor on financing package for a $30M coal- mine methane gas project in the Republic of Georgia that resulted in funding of the project
• Evaluated potential impact of Solvency II insurance standard changes on financial statements of a $30 MM loan to a private insurance company in Afghanistan
• Drafted four loan evaluation papers for credit committee review of $80M in project financing leading to the approval of two loan requests

Mcclean, Virginia, US

• Developed partnership between Best Buy and appliance manufacturer LG that led to incorporation of the ENERGY STAR Program in campaigns, web sites, and store events
• Provided ENERGY STAR Program support for more than 50 utilities in 12 Midwestern states, increasing the number of active utilities in the region 75%
• Authored the D&R Midwest Energy-Efficiency Strategy, an evaluation of energy-efficiency trends in a $240M utility market, which was incorporated in the D&R national marketing strategy
• Analyzed energy-efficient products, such as tankless water heaters, to determine incorporation into the ENERGY STAR Program based on costs, revenues, and long-term market potential

Washington, DC, US

• Implemented over 100 agribusiness assignments to improve operations of local farms and cooperatives in Eastern Europe including Moldova and Ukraine
• Managed a team of consultants to reduce energy costs 50% on an apple cooperative in Moldova through an efficient, low-cost heating method
• Advised five vegetable cooperatives in Ukraine to reduce overhead costs 20% and increase sales 25% by improving transportation and vegetable growing conditions
• Generated analysis of the Republic of Georgia’s tea industry for a $15M agribusiness RFP, resulting in Millennium Challenge Corporation project funding

Washington, District Of Columbia, US

Mba, General Management

Ba, Economics And International Studies