Jonathan D. Email & Phone Number

Boston, Massachusetts, United States

Manage Finance as a Service (FaaS) engagements and relationships for a continuously growing portfolio of clients. Develop and maintain accounting principles, practices, and procedures, ensuring accurate and timely delivery of financial statements and management reports. Develop and maintain budgets and forecasts for FaaS clients; provide interpretive analysis and financial decision support to client management. Supervise RSM staff and ensure optimal resources are available to process accounts payable and receivable transactions, month-end closings, and fulfill reporting and budgeting/forecasting duties. Address tight deadlines and a multitude of accounting activities simultaneously for multiple clients in a shared services environment.Oversee initial assessments, implementations, and on-boarding of new FaaS clients. Manage and coach teams, ensuring work is completed in a timely and accurate manner. Facilitate contact with clients, including the client's other third-party service providers; engage RSM resources from other practice areas when appropriate. Manage engagement administration, such as setting and monitoring engagement time/resource budgets and establishing appropriate service agreements and statements of work. Participate in meetings with new client prospects and be in the proposal process.

Boston, Massachusetts

Served as Chief financial and operating officer delivering strategic insight and leadership. Advised and directed the board and executive leadership, translating the vision and objectives into effective financial and operational strategies. Implemented the transition of revenue streams from single donor to diversified revenue-seeking organization. Designed and implemented new strategic plan and championed the inclusion of key performance indicators to enable evaluation.• Navigated through financial instability of 2020, executing cost-cutting strategies and budgeting for deficit operations, establishing realistic KPIs, driving significant cost savings, and massively improving donor/customer engagement.• Leveraged technology to direct installation, integration, and expansion of automation of reporting and analytics.• Utilized funds from staff reductions to bring in contractors to support Salesforce integration as a strategic revenue analytic tool.• Steered implementation of a new technology to secure executive and organization-wide buy-in.• Managed audit processes for three fiscal years, providing counsel to finance committee, board of directors and C-Suite leadership, eliminating material problems found in multiple management letters. • Defined, developed, and implemented career ladders for staff, together with conducting thorough compensation analysis of positions across company and similar external organizations to create parity.• Performed in-depth analysis to identify gaps in compliance with federal/state law and resolved them through implementation of initiatives and processes including modifying policies, practices, and procedures to reduce risk exposure. • Strategically downsized the organization, including discontinuation of 2 programs and reduction of related employees in response to the current COVID situation. • Successfully obtained funding for both rounds of Paycheck Protection Program (PPP) funding; received 100% forgiveness on First Round.

Boston, Massachusetts

Head finance and operating officer, directing business and administrative functions, including HR, for the largest tenure-track population of the university. Facilitated close partnerships with academic leadership to determine challenges and define solutions to drive cross-institution collaborations. Trusted advisor to executive teams of academic units, providing strategic counsel regarding organizational design, business processes, and talent management. • Defined, developed, and initiated strategic planning process to establish 5-year evaluative scenarios to elevate and enhance scholarly standing and to drive enrollment.• Delivered analysis and leadership leveraging financial and business acumen to assess space holdings vs. current academic capacity and financial standing to develop a hiring plan for capital-intensive units, along with defining standards for evaluating and developing proposals for new faculty lines.• Led development and implementation of FY18 and FY19 budgets of $152M and delivered a 2% reduction in the deficit by expertly utilizing data analysis to reduce under-enrolled classes, increase faculty workload, and improve indirect cost recovery rate.• Through the above, balanced budget for the first time in 5 years.

Greater Boston Area

Gained promotion to Acting Assistant Dean, taking on responsibility for steering financial and administrative functions for Tufts University’s largest organizational unit. Delivered astute strategic leadership through 5 executive transitions. Proactively collaborated with key internal and external groups and contributed significantly to the development and execution of plans to revenue growth. Managed a $457M budget, a $40M sponsored programming budget, and a $9M capital budget.• Led the planning and execution of the acquisition process for the School of the Museum of Fine Arts (SMFA), including due diligence, determining staffing levels, implementing effective student records management systems, steering integration into Tufts model, and defining financial plans, along with evaluating facilities and negotiating leases and maintenance plans.• Steered budget planning and development for FY14 – FY17 for 3 distinct schools, along with leading large-scale cost reduction efforts, resulting in delivering each year within 0.5% of operating goal.• Adequately defined and implemented talent management strategies focused on employee relations and developed human capital plans for staff reductions, together with executive compensation plans for 1,200+ employees.• Developed robust plans to finance deferred maintenance for extensive property holdings of academic and student-centered facilities and established a priority-setting process among varied stakeholders to ensure multiple needs were addressed. • Played an integral role in the negotiation of 2 union collective bargaining agreements for faculty by planning and delivering key data and analysis.

Baltimore, Maryland Area

Served as head of budget and financial administration during a period of major change, including at the presidential and vice-presidential levels. Initially recruited to manage FP&A and, within 3 months, took on VP/Finance responsibilities following the departure of the Vice President. Worked closely with the board of trustees, deans, and unit heads, providing counsel and guidance on finance. • Designed, developed, and implemented planning models for enrollment, human capital, and infrastructure investments.• Collaborated with Director of Information Technology to develop a long-term plan for the ERP system to enable the integration of human resources, enrollment, and budgeting attributes to support data-driven decision making.• Defined and instituted an improved budget process that incorporated strategic goals into planning for the operating budget of $42M, $1.5M for sponsored programs, and a capital budget of $1.8M for FY13.• Constructed a position control process using commitment tracking and needs assessment to correlate to financial constraints.• Managed RFP process for catering provider, including organizing and evaluating needs assessment process to secure optimal ROI.• Conducted a comprehensive evaluation of executive compensation policies to ensure all prior contractual obligations were met.

Washington D.C. Metro Area

Played an integral strategic role within the most significant academic unit of the university, leading budget development and management together with oversight of human resources generalist functions for 250+ employees. Steered incorporation of 3 new academic facilities, including the construction of staffing plans, provision of capital forecasts, and formulation of revenue generation strategies. Managed the implementation of new scholarly international partnerships. Managed all departmental staff, with over 30 indirect reports, including enforcement of staff policies, engaging in employee relations actions, and performance management.• Spearheaded and directed efforts to transition from a static, status-quo environment towards growth and innovation-focus. • Provided astute financial, business, and operational insight to steer budget development, working in partnership with university leadership to develop new processes and procedures, standardizing allocation requests and commitment tracking. • Drove significant operational improvement and delivered substantial cost savings by conducting a thorough review of all administrative staff within the unit to define a long-term attrition plan that facilitated a 5% reduction in staffing saving $600K.

Master Of Business Administration - Mba, Business Administration, Management And Operations

Specialization in Technology Consulting & Management Consulting

Bachelor Of Science, Business Administration And Management, General

Activities and Societies: Alpha Epsilon PiSpecialization in Management of Information Technology and E-Commerce