Michael Jonas Email & Phone Number

Livermore, California, United States

Livermore, Ca

Modesto, California

Coordinated all budgeting and forecasting for three separate grocery banners and distribution centers in addition to facilitating the budget for all corporate level activities.Coached and managed the daily workload of Sr. Division Analysts supporting their financial analysis and reporting.Developed complex financial models relating to store activities and strategic projects including ROI and NPV analysis.Prepared annual capital budget and am a member of the company's Capital Review Committee which oversees and authorizes all major capital expenditures.Created financial presentation decks and presented financial projections and results to the Executive Committee, including commentary for activities planned to drive sales or efficiencies.Finance subject matter expert for special projects providing financial modeling and P&L analysis showing the potential impact of the project.Advanced user in Hyperion Essbase, SmartView, 1010Data, Microsoft Excel and Access.

Buffalo/Niagara, New York Area

Supporting the Corporate Services SBU, prepared financial statements and reports. Conduct research and analysis to provide M&T management with financial data recommendations for use in setting and obtaining M&T's objectives.

Buffalo, Ny

-Managed a support desk of five employees covering equity commission accounts for institutional investors in the US and EMEA.-Worked directly with clients to manage their commission accounts through trade reconciliations, trade pricing accuracy, and processing of requests for payment.-Prepared weekly statistical metric reports on the operational efficiency of the support desk by extracting data from multiple sources and provided senior management with updates through conference calls, in-person meetings, or in executive summaries via e-mail.-Acted as a project manager for technology enhancements to proprietary commission software coordinating the required work effort with multiple groups.-Reviewed deviations from the client's trade pricing schedule by analyzing monthly exception reports and partnered with the client's sales team to develop and implement plans to correctly capture the pricing on trades.-Developed a Microsoft Access database to track incoming research payments globally allowing senior management a more organized and efficient method of tracking cash receivables through monthly reports and ad hoc queries.-Partnered with research sales teams to correctly apply client research payments to the appropriate global region and sector teams.-Developed short, medium, and long-term business plans to forecast required employee headcount based upon processing statistics, technology initiatives, and client account growth.

Mcas Cherry Point, Nc

Mba, Finance

Coursework includes: Economics International Corporate Finance Financial Accounting Operations Planning & Control Financial Institutions.

B.S, Business Administration, International Business