Project Financial Analyst

Jonathan R. Hartley, CFA

Mail: **** Broadway St., #13, Boulder, CO 80304 E-mail: ****************@*****.*** Cell: 540-***-****

Summary Areas of Expertise

Financial analyst with substantial experience managing and executing consulting engagements involving complex business and

investment valuation, market research, business performance assessment and due diligence for U.S. and international companies.

Professional Experience at Navigant Consulting, Inc.

Managing Consultant Washington, DC

International Arbitration Practice Mar 2010 – Jan 2011

Budgeted, planned and managed crucial elements of engagements involving business and investment valuation, finance and

accounting as they pertained to complex international disputes. Collaborated directly with clients, attorneys and teams at Navigant

to develop claims strategies, create analyses and draft expert reports expressing and defending opinions of economic damages as

well as investment and business values ranging from $30 million to over $90 billion. Key achievements:

Advised a global oilfield services company and its attorneys on issues of business value and performance related to an

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expropriated Venezuelan subsidiary

Managed the valuation of a Polish fuel company used to support an approximately $200 million expropriation claim

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Mentored junior staff by creating annual reviews, developing career plans and acting as a liaison with upper management

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Senior Consultant Washington, DC

Disputes & Investigations International Arbitration Practices Sept 2007 – Mar 2010

Created discounted cash flow models and market-based valuations, performed complex financial statement analyses and

conducted business performance assessments of foreign and emerging market companies across several industries (e.g., mining,

oil and gas, utilities). Additionally, played key role on multiple investigations related to subprime lending practices as they pertained

to allegations of fraud and the securitization of MBS products. Key achievements:

Created business and investment performance assessments of multiple privatized Hungarian power plants that were used by

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Hungary to defend regulatory actions as part of two Energy Charter Treaty disputes

Modeled Canada’s implementation of the U.S. - Canada Softwood Lumber Agreement on behalf of the U.S. government to

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determine the extent of Canada’s misapplication of export measures

Streamlined the process flow for a large subprime lending investigation that increased both project efficiency and accuracy

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Consultant Washington, DC

Disputes & Investigations Practice Aug 2005 – Sept 2007

Evaluated, developed and tested SEC and NASD-mandated compliance policies and procedures for mutual funds and registered

investment advisers. Conducted client interviews, reviews of business unit operations and due diligence reviews of mutual fund

service providers. Prepared analyses for various U.S. litigation matters (e.g., breach of contract, hedge fund fraud). Key

achievement:

Served as interim compliance officer at the request of the Chief Compliance Officer upon successful completion of a project

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Education and Professional Certifications

B.S. Business – Finance magna cum laude Blacksburg, VA

Virginia Tech May 2005

Managed the Energy & Materials Sector as part of Virginia Tech’s $3.2 million Student-Managed Endowment for Educational

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Development (SEED) program during junior and senior years

Chartered Financial Analyst (CFA) designation Charlottesville, VA

CFA Institute Jun 2010

Additional Skills and Activities

Member CFA Institute Jun 2010 - present

Volunteer Steamboat Adaptive Recreation Sports Jan 2011 - present

Traveling Backpacking Snowboarding Reading Fishing Canoeing

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