Jonathan is a 15+ year seasoned finance executive and deal professional. He has completed 50+ transactions for an aggregate transaction value of over $300 million. His involvement has included conducting due diligence, negotiating legal documents, preparing financial models, budgets, and cash forecasts, developing investment committee and board of director materials, and serving as interim CFO, among many other results-oriented projects.
Developed rolling 13-week cash forecasts to manage networking capital and line of credit.
Established new cash and treasury management systems for a private equity-backed firm.
Implemented daily cash reporting giving the management team daily visibility into current cash positions.
Developed, prepared, and monitored key performance indicators (KPIs) and other required financial metrics.
Negotiated agreements with outside vendors for better rates and more favorable terms.
Senior Vice President
2006 - 2018
Prepared all materials including presentations, financial models, and offering memorandums required for new equity capital raises and new debt financing.
Implemented financial reporting and controls for new portfolio companies, including daily cash reconciliations, monthly reporting packages, the development of annual budgets, and weekly cash forecasts.
Established and maintained banking relationships, including sourcing and managing lines of credit and loan facilities from a myriad of banks.
Evaluated and set up capital structures for portfolio companies, including lines of credit, senior term loans, subordinated debt loans, preferred equity and common equity.
Set up insurance, payroll, and benefit programs for employees.
Corporate Finance Analyst
2004 - 2006
Acquired extensive financial modeling experience in Excel, focusing on leveraged buyouts, equity offerings, and mergers and acquisitions.
Prepared confidential information memorandums (CIMs) for sale processes and equity capital raises.
Developed detailed business valuations of current and prospective clients.
Master's degree in Business Administration (MBA)
2009 - 2009
INSEAD - Singapore
Bachelor's degree in Business Administration and Economics