Jonathan Sheely Email & Phone Number

San Diego, Ca, Us

Los Angeles, Ca, Us

● Analyze large datasets (thousands to millions of records) for wage & hour litigation cases, identifying trends and potential violations.● Developed client-facing dashboards to provide attorneys with real-time case data insights, improving decision-making and case management efficiency● Created data-driven reports and presentations to effectively communicate complex legal and financial information to clients.

Washington D.C. Metro Area

• Responsible for maintaining/tracking access provisioning for Manatt’s expansive healthcare data sets. Internal and external personnel are continuously reviewed for appropriate permissions to access specific data from specific terminals. New hires require an onboarding process with various requirements to be met before access is granted.

Greater Los Angeles Area

• Financial, accounting and valuation analyses necessary to evaluate the various contentions arising in various legal disputes – creating financial statements for various studio & film clients, calculating complex tiered commission-based pay schedules, creating the company’s budget template with crossover BU structure (1/1/2019 Organizational Overhaul)• Lobbying Reporting for City of Los Angeles, County of Los Angeles, Los Angeles Metropolitan Transportation Authority (MTA); drastically improved the efficiency of the process, as well as corrected the life-to-date errors created by my predecessors. The process previously took 30 days to complete; it now requires 3 days.• Designed and implemented a data uploader for the Company’s Business Development and Marketing staff for use in a highly-customized Thompson Reuters Experience Manager environment• Designed and implemented the Company’s New Hire Training Tracking Application, for use by the Professional Training & Talent Acquisition staff• Productivity & staffing reports for senior management, via reporting developed in the Service Now service management application• Departmental Key Performance Indicators (KPIs) with both revenue and cost items reported by department, application, client, etc.• Leading a team of 15 lawyers to analyze 1200+ cases to determine the efficacy of law changes across various South Pacific nations• Project Management Gantt Charts for tracking the status of various initiatives

Greater Los Angeles Area

• Responsible for accurate & timely reporting for all digital media titles (feature films & TV shows) obtained from various vendor platforms (Amazon, Google Play, iTunes, XBox/Sony PSN, etc) used for preparation of customer dashboard royalty reporting & royalty disbursements• Responsible for maintenance & improvement of customer dashboard reporting: created monthly process by which reports are transitions from estimated to final results, created SQL tables to house foreign currency translation rates, created ability for customers to download their own reports (by platform, by month, etc.), structuring reports received from platforms to structure in SQL tables to allow easy import to database while maximizing data available for customer analytics (by verifying data integrity/consistency) • Handle all client requests and questions regarding royalty reporting and payments (more than 1,800 titles and rapidly growing)• Creating and documenting all internal processes and internal controls for finance, customer royalty request, approval matrix, dashboard reporting (Desktop Procedures in Word & Process Flows in Visio)• Manage/Train direct report for customer report & payment requests (while focusing on the dashboard reporting improvement & automation project I scoped, pitched to management & implemented)

Greater Los Angeles Area

With more than twenty years of tutoring and fifteen years of professional accounting and finance experience, Shamrock Consulting is the perfect resource for reaching your academic and investment goals.• Primary function of sole proprietorship was to provide academic tutoring services (Accounting, Finance & Mathematics coursework) to undergraduate and post-graduate students alike.• Additional services including ERP/CRM system implementation consultations, business plan development, personal investment strategies for several professional athletes (primarily, San Diego Chargers)The business operated in the following locations and dates:• San Diego, CA (March 2006 – September 2014)• York, PA (October 2014 – July 2016)• Los Angeles, CA (July 2016 – March 2018)

Greater San Diego Area

• Served as Audit Lead for three first-time audits: pricing and quoting post-system implementation review, $18 billion sales process & international payroll• Participated in the audits of corporate procurement cards and real estate and facilities • Member of 4-person team tasked with the completion of the annual audit universe, the department’s audit risk matrix for 150 auditable units• Participated in task force assigned to review and revise 150 SEC Schedules for quarterly 10-Q SEC Reporting• Created the department’s onboarding documentation & report generation guides

Greater San Diego Area

• Improved the efficiency and effectiveness of current business processes by leveraging knowledge gained from prior roles in accounting, finance and IT• Partnered with departmental and cross-functional teams to implement new financial systems and reporting tools, eliminate duplication of efforts and assure that the business continues to meet the Company’s internal and external requirements for accounting, reporting, and internal controls• Reviewed all new contracts for accounting implications, such as revenue deferrals and EITF 08-1 Revenue Arrangements with Multiple Deliverables• Designed financial reports for various finance personnel, including quantity reporting, customer-level margin & commissions reports, sales tax and warranty accruals, messaging cost allocations, royalties & dividends, and EITF 08-1 initiatives• Involved extensively in the accounting for two business acquisitions, including the creation of various departments, product codes and non-inventory items• Automated various recurring journal entries, including intercompany royalties & dividends reclassification, as well as overhead market allocations, which ultimately eliminated 30-40 manual journals per year• Created and maintained all reporting hierarchies (accounts, departments, product codes) within Oracle and related tools (DDM, DRM, Cognos dimensional attribute tables)• Served as Finance Lead for three NetSuite ERP implementations• Served as Finance Champion for Cognos TM1 implementation and financial reporting• Created templates for Omnitracs’ SEC Schedules, account reconciliations and non-inventory item requests (ICG)• Periodically reviewed all existing Omnitracs’ inventory and non-inventory items (approximately 40,000 items) for appropriate product code and item category values, which were utilized for various accruals and financial reporting• Trained all finance new-hires and rotationals on systems, reports & recurring processes

Greater San Diego Area

• Supervised the International Payroll team in processing and accounting for more than 2,250 international employees located in 33 countries• Reconciled cash- and payroll-related balance sheet accounts for a majority of international entities• Designed the department’s internal controls for Sarbanes Oxley compliance• Created the department’s Key Performance Indicators (KPI) for senior management’s review• Designed the Company’s international standard for timecard reporting, which automated various complex calculations for overtime reporting, vacation usage and payroll liability tracking• Accounted for international wire transfers and stock option exercises with foreign exchange (FAS 52) implications• Member of the Finance Development team, responsible for the establishment and promotion of training courses and seminars for Qualcomm’s finance personnel• Served as lead for the implementation and maintenance of Qualcomm Finance’s Wikipedia-based information database

Carlsbad, Ca

• Supervised the Fixed Asset team in processing and accounting for the Company’s $1 billion in fixed assets• Implemented and improved internal controls, consistent with the requirements of Sarbanes Oxley, including the standardization and documentation of all recurring departmental processes• Created monthly reporting package for capital expenditures for review by senior management• Extensively researched authoritative guidance (FASB, AICPA, SEC, IASB, etc.) for emerging issues• Acted as liaison with Information Technology personnel to implement numerous financial software enhancements

Camp Hill, Pa

• Supervised staff, consisting of both financial analysts and accounting clerks, responsible for the processing, accounting and reporting of the Company’s $1.5 billion in fixed assets• Month-end responsibilities included: posting accruals and miscellaneous journal entries to the general ledger, managing the subledger detail for more than 3,500 domestic and 350 international retail locations, reconciling 300+ balance sheet account reconciliations and performing variance analyses for all material fluctuations between actual and forecasted/budgeted results• Involved significantly with the Company’s Sarbanes Oxley compliance (documenting, testing and improving internal controls, acting as liaison with independent auditors, etc.)• Created the Company’s international capitalization policy• Forecasted and budgeted annual depreciation expense• Prepared the financial statement footnote disclosures pertaining to fixed assets for 10-Q and 10-K reporting• Led task force to assist European division with reconciling $8 million cash variance by matching invoices and miscellaneous payables to amounts directly debited from the division’s cash accounts• Enacted profit-improving strategies that resulted in $150,000 annual savings

Camp Hill, Pa

• Responsible for auditing, processing, forecasting and budgeting more than $30 million in annual freight expenditures• Reported directly to the Controller of Corporate Logistics, as well as worked extensively with the Director of Global Transportation on cost-benefit analyses for all freight contracts• Supervised personnel responsible for processing and resolving carrier cargo claims• Prepared the Company’s weekly freight forecast and presented to divisional personnel (Foot Locker, Champs, Footaction, etc.)• Prepared the department’s monthly account reconciliations and annual departmental budget• Enacted profit-improving strategies that resulted in $300,000 annual savings

York, Pennsylvania Area

• Extensively involved in the audits of banks, manufacturing companies and not-for-profit organizations• Prepared SEC filings, namely 10-K and 10-Q, for numerous bank clients• Performed independent audits of several companies, including both cash- and accrual-basis accounting entities