Jon Mccormick

Jon Mccormick Email and Phone Number

Strategic Finance | Corporate Finance | Corporate Strategy | Financial Planning & Analysis (FP&A) | Pricing and Innovation @ Independent Consultant
Jon Mccormick's Location
San Francisco Bay Area, United States, United States
Jon Mccormick's Contact Details

Jon Mccormick work email

Jon Mccormick personal email

About Jon Mccormick

I thrive at the intersection of finance and strategy, quantitative and qualitative analysis. I use market research, data and prioritization frameworks to drive decisions. My work career began in Excel, but over time I migrated towards PowerPoint, and I find myself bouncing between the two. I’ve also flip flopped between helping companies cut costs and drive revenue/ innovation.I enjoy “work puzzles” but I don’t really like jig saw puzzles or board games when I’m at home. Occasionally I’ll play a game of Monopoly or Uno, something one of my two young children can grasp. Kids help me realize what’s important, at home and at work. I always get the new iPhone when it comes out, and Siri can control way more at my house than my family would prefer. At work I also like seeking ways to automate processes. And I’ve really liked watching AI develop over the past year or two.I love travel and have traveled extensively through Europe, Africa and Latin America. I like to think that these combined experiences help me speak different work languages too. I can easily switch from working with someone in Technology, to Legal, to Product or Sales, and I can help cross functional teams understand and achieve a common goal.And last but not least, I love smush face dogs, but I don’t think that relates much to my professional career :)

Jon Mccormick's Current Company Details
Independent Consultant

Independent Consultant

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Strategic Finance | Corporate Finance | Corporate Strategy | Financial Planning & Analysis (FP&A) | Pricing and Innovation
Jon Mccormick Work Experience Details
  • Independent Consultant
    Strategic Finance
    Independent Consultant Jan 2024 - Present
    Provides expert advice and tailored solutions to businesses in financial planning, analysis, and investment prioritization, ensuring strategic initiatives align with organizational growth and long-term goalsDeveloped and implemented a comprehensive target operating model for strategic finance, enhancing efficiency and aligning financial operations with corporate strategyLed the integration and optimization of financial systems, resulting in improved data accuracy and streamlined reporting processes
  • Wells Fargo
    Corporate Strategy & Finance
    Wells Fargo Apr 2020 - Dec 2023
    San Francisco, California, Us
    Works closely with Wells Fargo's top executives to provide strategic advice, subject matter expertise, and innovative solutions to Wells Fargo businesses. Working with the CEO and Operating Committee (heads of business and function groups) to define the overall strategy of the firm and help determine Wells Fargo’s top prioritiesLeads the annual strategic planning process and quarterly CEO business finance/budget reviews across numerous groups and functional leadersAreas of focus include Financial Analysis, Budgeting & Forecasting, Investment Optimization, GTM Digital Strategy, Competitive Research/Positioning, Strategic Partnerships, ESG/Climate strategy and Reputation Transformation
  • Stealth Startup
    Strategic Advisor
    Stealth Startup Feb 2019 - Mar 2020
    Mountain View, Wy, Us
    Developed comprehensive go-to-market and pricing strategy, created compelling pitch-decks, and managed financial intricacies, including cap table optimization, to drive sustainable growth and secure investor confidence
  • Blackrock
    Product Finance & Strategy
    Blackrock Jan 2012 - Jan 2019
    New York, Ny, Us
    Founding member of a new team within BlackRock selected to drive innovation, discipline, and focus to the investment product line by partnering and aligning with Investment Teams, Client Businesses, and Corporate Functions on a clear set of priorities Monitor and asses impact of market and industry trends to provide oversight and strategic financial guidance on firm’s growth and innovation strategyDevelop an objective metrics-driven processes to consistently review all products and ranges across more than 15,000 portfolios and over $6 trillion in assets
  • Blackrock
    Ishares Planning & Strategy
    Blackrock Jul 2010 - Dec 2011
    New York, Ny, Us
    Identified and realized operational efficiencies within the iShares businesses in the Americas
  • Wsi Inc
    Corporate Finance, Marketing
    Wsi Inc Mar 2004 - Jul 2010
    San Francisco, Ca, Us
    Liaised between Chief Financial Officer and Chief Marketing Officer to provide ad hoc analysis and multi-tiered consolidated reporting for board presentations, Wall Street analyst calls, and all external financial communication

Jon Mccormick Skills

Strategy Asset Management Strategic Financial Planning Financial Modeling Financial Analysis Financial Reporting Product Management Investment Management Etfs Mutual Funds Institutional Accounts Institutional Investments Hedge Funds Alternative Investments Separately Managed Accounts Corporate Finance Equities Management Microsoft Excel Microsoft Powerpoint

Jon Mccormick Education Details

  • University Of Colorado Boulder
    University Of Colorado Boulder
    Economics With Business Emphasis
  • Universitat D'Alacant
    Universitat D'Alacant
    Spanish
  • Kent School
    Kent School

Frequently Asked Questions about Jon Mccormick

What company does Jon Mccormick work for?

Jon Mccormick works for Independent Consultant

What is Jon Mccormick's role at the current company?

Jon Mccormick's current role is Strategic Finance | Corporate Finance | Corporate Strategy | Financial Planning & Analysis (FP&A) | Pricing and Innovation.

What is Jon Mccormick's email address?

Jon Mccormick's email address is jo****@****ail.com

What schools did Jon Mccormick attend?

Jon Mccormick attended University Of Colorado Boulder, Universitat D'alacant, Kent School.

What skills is Jon Mccormick known for?

Jon Mccormick has skills like Strategy, Asset Management, Strategic Financial Planning, Financial Modeling, Financial Analysis, Financial Reporting, Product Management, Investment Management, Etfs, Mutual Funds, Institutional Accounts, Institutional Investments.

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