Jonathan Wilson, Finance Expert in Los Angeles, United States
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Jonathan Wilson

Verified Expert  in Finance

Management Consulting Expert

Location
Los Angeles, United States
Toptal Member Since
July 10, 2022

Jonathan is a dynamic strategy and people leader focused on organic and inorganic value creation. He currently runs his own M&A and strategy consulting firm, where his clients benefit from his experience working with many Fortune 500 companies while employed by Accenture, Bank of America, Deloitte, and Grant Thornton for almost 20 years. Jonathan holds an MBA from UCLA Anderson School of Management and a BS in chemical engineering from the University of California San Diego.

Business TransformationFintechBusiness Plan ConsultingManagement ConsultingPost-merger IntegrationMarket ResearchMergers & Acquisitions (M&A)Due DiligenceGrowth StrategyGrowth Strategy ConsultantsMarket SegmentationFinancial ManagementRevenue & Expense ProjectionsFinancial Planning & Analysis (FP&A)Valuation

Career Highlights

CEO and Chief Value Creator
Dubb Value Creation
Practice Leader | Consulting, Strategy, and Performance Improvement
Grant Thornton
Practice Leader | M&A, Strategy, and Operations
Deloitte

Education Highlights

Master of Business Administration (MBA)
UCLA Anderson School of Management
Bachelor's Degree
University of California, San Diego

Case Studies

Work Experience

CEO and Chief Value Creator

2017 - PRESENT
Dubb Value Creation
  • Led multiple M&A deals across M&A strategy, target assessment, due diligence, and integration.
  • Partnered with the C-suite of a Fortune 200 corporation to enable the organization's new operating model across all regions, operating units, and support functions, impacting 100,000+ employees, including 10,000+ people managers.
  • Developed multiple sell-side and buy-side M&A playbooks.
  • Supported IT alliance design and joint implementation efforts for a Fortune 1000 technology firm while assisting with commercial negotiations, saving the client $1–2 million.
  • Led operational excellence and digital transformation initiatives for multiple organizations.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Change Management, Business Transformation, Operating Models, Strategic Planning & Execution, Customer Experience, Sales Strategy, Fintech, Transformational Leadership, Software as a Service (SaaS), Business Strategy, Business Processes, Omnichannel Marketing, Business Process Analysis, Business Process Modeling, M&A (Sell-side), Corporate, Communication, People Management, Consumer Products, Cosmetics, Personal Care, Program Management, IT Program Management, Project Management Office (PMO), Key Performance Indicators (KPIs), Business Cases, Media, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, M&A Modeling, Deal Analysis, System Integration, Project Management, Business Planning, Business Plan Consulting, Business Models, Startups, Digital Transformation, Workshop Facilitation, Workshops, Marketplaces, Market Research, Go-to-market Strategy, Financial Management, Sales, CEO, Operations, Organizational Design, Chief Operations Officer (COO), COO, Business Operations, Management Consulting, Analysis, Business Analysis, Large-scale Projects, Data Analysis, Forecasting, Wellness, Health & Wellness, Growth Strategy, Growth Strategy Consultants, Process Mapping, Use Case Analysis, Financial Services, Design Requirements, Use-case Diagram, Workflow Diagrams, Process Improvement, Finance Process Improvement, Banking & Finance, Market Segmentation, Competition Research, Competitive Analysis, Healthcare, Consumer Health, Pharmaceuticals, Target Operating Models, TOM, M&A (Buy-side), Investment Memoranda, Small Business, Carve-out Planning, Organizational Strategy & Design, Data Analytics, Consumer Packaged Goods (CPG), Company Strategy

Practice Leader | Consulting, Strategy, and Performance Improvement

2014 - 2017
Grant Thornton
  • Advised on residential lending strategy and operations for a top US residential lending company. Facilitated management and executive workshops for operations within capital markets, loan originations, and servicing. Designed a future state process.
  • Acted as a M&A advisor for a top 50 US bank. Designed a customized playbook of best practices across the M&A lifecycle influenced by client's previous deals. Led executive M&A workshop. Provided real-time advisory services for in-flight transactions.
  • Served as a target operating model program manager for a Fortune Global 100 client. Led restructuring an operating model for the third-party risk organization (12+ risk domains), including the adoption of a new utility and overarching governance.
  • Acted as a risk assessment manager for a Fortune Global 300 client. Managed compliance risk assessments for three core divisions. Developed a compliance risk assessment framework focused on identifying/addressing risks throughout the organization.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Fintech, Transformational Leadership, Business Strategy, Business Processes, Business Process Analysis, Business Process Modeling, M&A (Sell-side), Corporate, Communication, People Management, Program Management, IT Program Management, Project Management Office (PMO), Key Performance Indicators (KPIs), Business Cases, Financial Planning & Analysis (FP&A), Valuation, Financial Modeling, M&A Modeling, Deal Analysis, Project Management, Business Planning, Business Plan Consulting, Business Models, Real Estate, Startups, Digital Transformation, Workshop Facilitation, Workshops, Marketplaces, Market Research, Go-to-market Strategy, Financial Management, Sales, Operations, Organizational Design, Business Operations, Management Consulting, Analysis, Business Analysis, Large-scale Projects, Data Analysis, Forecasting, Growth Strategy, Growth Strategy Consultants, Process Mapping, Use Case Analysis, Financial Services, Design Requirements, Use-case Diagram, Workflow Diagrams, Process Improvement, Finance Process Improvement, Banking & Finance, Market Segmentation, Competition Research, Competitive Analysis, Target Operating Models, TOM, Operating Models, M&A (Buy-side), Small Business, Carve-out Planning, Organizational Strategy & Design, Data Analytics, Company Strategy

Practice Leader | M&A, Strategy, and Operations

2011 - 2014
Deloitte
  • Acted as a capability planning manager for a Fortune 50 client. Managed resources to create a strategic capability plan for business and IT groups within the consumer bank, linking strategies through the desired set of future capabilities.
  • Managed resources to conduct capability assessment of a $50+ million transformational program for a commercial mortgage, linking technology to business strategy and desired business outcomes. Worked as an assessment manager for a Fortune 50 client.
  • Designed and delivered monthly IT metrics dashboard while also focusing on enhancing service maturity through a tailored Capability Maturity Model framework. Served as a PMO lead for a Fortune 50 client.
  • Served as a TSA manager for a Fortune Global 300 client on M&A divestitures. Developed the end-to-end M&A playbook and managed a team designing, delivering, and exiting transition service agreements for sellers of five M&A divestitures.
  • Acted as a TSA and blueprint manager and IT IMO lead for a Fortune 1000 client for M&A divestiture. Led due diligence, TSA pre-announcement, and integration activities like day one cutover and playbook, communications, and end state alignment.
Focus areas: Mergers & Acquisitions (M&A), Strategy, Business Technology, Due Diligence, Business Transformation, Post-merger Integration, Fintech, Transformational Leadership, Software as a Service (SaaS), Business Strategy, Business Processes, Business Process Analysis, Business Process Modeling, M&A (Sell-side), Corporate, Communication, People Management, Consumer Products, Program Management, IT Program Management, Project Management Office (PMO), Key Performance Indicators (KPIs), Business Cases, Valuation, Financial Modeling, M&A Modeling, Enterprise Resource Planning (ERP), System Integration, Project Management, Business Planning, Business Plan Consulting, Business Models, Real Estate, Digital Transformation, Workshop Facilitation, Workshops, Marketplaces, Market Research, Go-to-market Strategy, Financial Management, Sales, Operations, Organizational Design, Business Operations, Management Consulting, Analysis, Business Analysis, Large-scale Projects, Tableau, Data Analysis, Forecasting, Growth Strategy, Growth Strategy Consultants, Process Mapping, Use Case Analysis, Financial Services, Design Requirements, Wealth Management, Use-case Diagram, Workflow Diagrams, Card Payments, Credit Cards, Process Improvement, Finance Process Improvement, Banking & Finance, Market Segmentation, Competition Research, Competitive Analysis, Target Operating Models, TOM, Operating Models, M&A (Buy-side), Small Business, Carve-out Planning, Organizational Strategy & Design, Data Analytics, Consumer Packaged Goods (CPG), Company Strategy

VP, Strategic Planning and Intelligence | VP, Change Management

2004 - 2011
Bank of America
  • Acted as a VP of change management. Managed finance transformation initiatives as well as key integration initiatives for the Countrywide and Merrill Lynch mergers.
  • Served as a VP of strategic planning and intelligence. Created, delivered, and managed divisional strategic plans and key initiatives for the wholesale lending division ($69.3 billion in sales).
  • Acted as an enterprise IT project portfolio manager. Designed, implemented, and managed the project portfolio management methodology for 17 IT divisions.
Focus areas: Finance, Mortgages, Project Portfolio Management (PPM), Change Management, Business Transformation, Strategic Planning & Execution, Strategic Initiatives, Leadership, Mergers & Acquisitions (M&A), Fintech, Transformational Leadership, Software as a Service (SaaS), Business Strategy, Business Processes, Business Process Analysis, Business Process Modeling, M&A (Sell-side), Corporate, Communication, People Management, Program Management, IT Program Management, Project Management Office (PMO), Key Performance Indicators (KPIs), Business Cases, Financial Planning & Analysis (FP&A), Enterprise Resource Planning (ERP), System Integration, Microsoft Dynamics, Project Management, Business Planning, Business Plan Consulting, Business Models, Real Estate, Digital Transformation, Workshop Facilitation, Workshops, Marketplaces, Market Research, Go-to-market Strategy, Financial Management, Sales, Operations, Organizational Design, Business Operations, Analysis, Business Analysis, Large-scale Projects, Data Analysis, Forecasting, Growth Strategy, Growth Strategy Consultants, Process Mapping, Use Case Analysis, Financial Services, Design Requirements, Wealth Management, Use-case Diagram, Workflow Diagrams, Card Payments, Credit Cards, Process Improvement, Finance Process Improvement, Banking & Finance, Target Operating Models, TOM, Operating Models, M&A (Buy-side), Organizational Strategy & Design, Data Analytics, Company Strategy

Senior Consultant

1999 - 2004
Accenture
  • Designed, developed, and deployed the client’s first digital platform for mobile users. The client was a Fortune 1000 company.
  • Designed and developed several web pages for a Fortune 300 client and their first online automated auto quote system, focusing on the legacy bill pay and underwriting systems.
  • Deployed a loan fulfillment system from the design phase through post-production (60+ application processes and technical developers) for a Fortune 50 client.
  • Designed and developed several web pages for the Fortune 300 company's first online automated auto quote system, focusing on the legacy bill pay and underwriting systems.
Focus areas: Process Design, Strategy, IT Strategy, Fintech, Transformational Leadership, Business Strategy, Business Processes, Business Process Analysis, Business Process Modeling, Corporate, Communication, Program Management, IT Program Management, Project Management Office (PMO), Key Performance Indicators (KPIs), Business Cases, System Integration, Project Management, Business Planning, Business Models, Startups, Digital Transformation, Workshops, Marketplaces, Market Research, Go-to-market Strategy, Sales, Operations, Business Operations, Management Consulting, Analysis, Business Analysis, Large-scale Projects, Data Analysis, Process Mapping, Use Case Analysis, Financial Services, Design Requirements, Use-case Diagram, Workflow Diagrams, Card Payments, Credit Cards, Process Improvement, Finance Process Improvement, Banking & Finance, Target Operating Models, TOM, Operating Models, Organizational Strategy & Design, Data Analytics, Company Strategy
2005 - 2008

Master of Business Administration (MBA) in General Management and International Strategy

UCLA Anderson School of Management - Los Angeles, CA, USA

1994 - 1999

Bachelor's Degree in Chemical Engineering

University of California, San Diego - La Jolla, CA, USA

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