Jon Gustafson, CPA

516-***-****

acuxz3@r.postjobfree.com

PROFESSIONAL SUMMARY

Accomplished finance manager with advanced background in risk management, financial analysis, budgeting, strategic planning, financial reporting, team management and compliance oversight. Extensive history of innovative and impactful thinking within a high volume, proactive work environment. Strong ability to present complicated concepts and key performance metrics in a clear and concise manner. Consistently achieves business goals and objectives while maintaining strong provider relationships and always targeting material value for the organization.

CAREER EXPERIENCE

Tepedino and Company LLP Bethpage, New York 2013 – Present

Senior Financial Analyst – Strategic Partnership Division

Provided onsite financial consulting services offering a variety of financial, accounting, audit and business valuation services.

Served as interim controller, responsible for directing financial accounting activities, cash flow management and interfacing with external auditors.

Worked with Sales Directors and CFO in establishing divisional based annual budget.

Reviewed accounts receivable for appropriateness of credit limits and collection policies.

Analyzed loan documents for covenant requirements, calculating minimum requirements and amounts available for capital expenditures.

Citigroup Long Island City, New York 1995 – 2013

Senior Vice President – Risk Management

Established a management reporting framework based on key performance indicators and portfolio metrics.

Led the development of annual budgets and monthly reforecasts, presenting performance and variance analysis to senior management in support of business decisions.

Provided senior management with monthly dashboard of key operational and profitability statistics, highlighting positive trends and areas of improvement opportunities.

Designed and implemented High Risk Concentration report, isolating areas of excess risk, contributing to the return in portfolio profitability.

Coordinated stress test scenarios in support of CCAR requirements.

Member of due diligence team responsible with evaluating target loan portfolios, resulting in the successful acquisition of more than $45 billion in loans.

Served as Risk Management representative on cross-functional team that developed a plan for the potential divestiture or sale of the Private Label Cards business.

Worked closely with all related internal teams, including IT, accounting, legal, and collections.

Managed asset sales strategy, maximizing value of charged-off receivables.

Directed small team of analysts with responsibility of their development and production.

Ensured the timely flow of information with internal and external auditors.

Standardized data capturing process, improving reporting efficiency and accuracy.

Promoted on multiple occasions relating to high performance and leadership.

GUSTAFSON p. 2

Citigroup Long Island City, New York 1992 - 1994

Revenue Controller - Finance

Managed the financial accounting and reporting activities of $10 billion in consolidated global revenue.

Developed innovative analytical schedules and summaries to facilitate CFO discussions of revenue performance with Business Manager.

Automated compilation and reporting of customer sales and payment activity, reducing hourly requirements from 3 hours to 30 minutes.

Implemented GAAP based accounting procedures and tracking methodologies for rebate card program.

Ensured integrity of financial information through monthly general ledger reconciliation.

Hays and Company LLP New York, New York

Senior Auditor 1989 - 1992

Planned, organized and supervised financial and operational audits.

Prepared financial statements and related footnotes in accordance to GAAP.

KPMG Jericho, New York

Senior Auditor 1986 – 1989

Responsible for concurrently supervising several client engagements with staff sizes ranging from 2 to 10 professionals

Promoted based upon successful execution of responsibilities within 18 months.

EDUCATION

Adelphi University School of Business. Garden City, New York.

Bachelor of Business Administration, Accounting

HONORS

Chairman’s Leadership Award: Citigroup North America Cards, 2005

PERSONAL INTERESTS

Active in local Boy Scout troop, skiing, golf

Contact this candidate