Jonathan Quinn Email & Phone Number

Miami, Florida, US

Active member and solution architect for the Americas Professional Services implementation team, serving as an architectural SME for designing and building Anaplan model solutions for new and existing client partners, translating legacy business requirements into multi-dimensional connected planning models.

• Vice President actively led multiple finance enterprise data solution development projects by leveraging the IBM Cognos TM1 Planning Analytics OLAP platform as a Business Systems Analyst, Solution Architect and Project.
• Extensive experience supporting the global index funds business as the subject matter expert in direct fund expenses, revenue modeling and profitability scenarios.
• Key projects include repricing sensitivities and expense forecasting, as well as leading projects on fund level profitability and client level reporting as the OLAP lead expert.
• Leveraged Python and SQL to extract, transform, and load data sets for use in designing data solutions to optimize business insights.
• Modeled variable cost scenarios for index fund P/Ls for repricing analysis.

• Developed Data Science models utilizing Python designed to identify signals in net new flows into US iShares products across asset types.
• Utilized Hyperion Essbase for North American FP&A forecasting models.
• Designed $1.0tn fund level Direct Fund Forecast Model.
• $2.5bn fund level revenue reconciliation, with breakpoint tiered revenue scaling model for validation BLK revenue to custodian models.
• Key member of reporting team for 15c Annual 40 Act Fund Level Profitability Analysis for BoD, developing growth and scaling models of breakpoint savings and revenue sharing.

San Francisco, California, US

While at Crosslink, I represented the Investment Reporting relationship between the Accounting and Marketing departments, while coordinating the audited investment returns and the manner in which they are promoted in various marketing reports. Other ongoing reporting calculations:Manual calculations include Long book EPS and P/E, and ETF performance across.

During my time at Cascade I had the unique opportunity to work on multiple projects involving monetization modeling for unique illiquid assets, often using source documents and data conversion techniques to convert raw data and SQL database outputs into manageable benchmark modeling. Used advanced forecasting techniques to help model unknown data points to.

During my time at ITT Tech I managed a team of 4 that consistently ranked in the top 20 (out of 140 schools) for overall financial aid performance management, from quarter to quarter. I used daily Oracle and Cognos reporting software to track federal and private receipts of approximately $2,640,000 each quarter, and $10,546,000 annually from three separate.

Created and maintained comprehensive cash flow analysis, budget spreadsheets, and investment pro-forma. Streamlined the team’s internal business workflow to increase efficiency & communication within the team. Analyzed monthly financial reports as a key member of Finance Committee, correcting past financial decisions and implementing sound accounting.

Budget analysis and development, wrote and awarded multiple grant applications with private and federal organizations, development marketing materials, presented revenue generating programs to the Board of Directors, developed and maintained public relations with large donors and community leaders, wrote and maintained the company's complex marketing plan.

I proudly served as President of the social fraternity Delta Upsilon at the Stockton Campus of the University of the Pacific during the 2006-2007 academic school year. During this time, the Greek Life Department at the University awarded me the Chapter President of the Year Award in 2007, among many other chapter awards for my Fraternity. During my time as.

Specialized in assessing financial performance of company projects and investments. Negotiated & executed investment projects with new developers. Created cash-flow analysis systems for investors on current and upcoming projects.

Master Of Science, Financial Analysis

Master Of Business Administration (M.B.A.), International Business

Bachelor'S, Finance, Real Estate