Jonathan L Jordan Atlanta, Georgia

Phone: 404-***-****

acxp47@r.postjobfree.com

Career Focus

Accomplished financial management professional with over 15 years of progressive experience in finance and operation management in multi-billion dollar organizations. Demonstrated ability to enhance revenue growth and efficiency as well as lead cross functional teams. Demonstrated quantitative skills in budgeting, forecasting, financial modeling and process improvement. Possesses strong leadership skills for staffing, mentoring and interactions at all levels of management. Education includes a MBA-in Finance and BA in Economics. Work experience includes telecommunications, banking, investment consulting/research and automotive industries.

Expertise

Expense Reporting Capital Budgeting Audit Interface Research and Analysis Revenue Assurance Financial Modeling

Summary

●Strategically advises clients and interpreted detailed financial and sales data for profit maximization and operation efficiency.

●Specializes in revenue maximization, identification of additional revenue streams and cost reduction.

●Analyzed and projected profit and loss statements and recommended strategic direction based on results.

●Extensive user of Hyperion for budgeting, forecasting, and financial reporting.

●Mentored and managed a highly successful team of senior financial analyst.

●Successfully led the budget and forecasting exercise for $200M -$6B annual operational budgets.

●Specializes in building and leading collaborative functional teams including IT, Supply Chain, Marketing, and Corporate Finance units.

Professional Experience

AT&T (KFORCE)-Atlanta, GA

IT Agile Portfolio Management, 2014 to Present

●Manages the financial portfolio of a $250M budget. Models forecasts and conducts monthly executive presentation meetings.

●Monitors and leads the effort of tracking 100’s of IT projects and aligns them with the correct corporate initiatives. Annual budget results were managed to within a 2% deviation.

●Prepares rolling forecast and data submissions to an electronic data repository and approves budget requests.

●Responsible for reporting and operations metrics for corporate initiatives across several lines of business.

●Partners with IT Business Consultants and Senior Technical Directors to establish and maintain a suite of Digital IT corporate strategic initiatives. IT Strategic initiatives have an approximate financial benefit of over $1.5B in the next three years.

●Conducts vendor cost analysis for IT corporate initiatives and projects recommends the most cost efficient vendors.

●Partners with executive leadership to amend internal and external processes to improve overall IT and Digital practices and reporting. Condensed the end of the month financial reporting timelines by two days.

●Facilitates Financial Steering Committee meetings for approval of capital and expense expenditures.

●Supports monthly and quarterly reporting package for the IT business unit including data analysis, data reconciliation, and preparing/distributing management reports.

●Prepares and presents monthly and quarterly variance analysis of actual financial results against budget and forecast for executive management.

Comcast – Atlanta, GA

Director of Financial Planning and Analysis, 2013

●Developed, implemented, and updated effective financial and operational information systems to meet current reporting needs and future enhancements.

●Updated and created detailed financial models for calculating Customer Lifetime Value, Net Present Value, and Financial Metrics.

●Analyzed the ongoing profitability of the Central Division of Comcast and explained variances to budget and forecasted metrics on a monthly, quarterly and annual basis.

●Led and organized a financial rebate study that yielded $1M in annual expense savings.

●Performed and critiqued economic evaluation justifications for customer rate plans and special incentives. Partnered with Marketing and Regional teams to implement pricing changes and measured the impact on revenue. Revenue grew by 8% during tenure.

●Created and lead executive presentations for all areas of cost and revenue; worked to implement division changes to spur and discover additional revenue opportunities.

●Provided in-depth financial analysis of corporate projects and operational processes that affect revenue from a divisional perspective.

●Actively managed the derivation, reporting and monthly variance analysis of a $12B revenue budget. Managed actual expenditures to a total variance to budget of 3%.

AT&T – Atlanta, GA

Senior Finance Manager (Lead Financial Analyst), 2005 to 2013

●Supported the Retail Sales and Service Organization by creating the intra-month forecast for equipment subsidy for all sales channels, reporting and analyzing handset and mobile application subsidy sales results. Forecast was directly used by executives to monitor the 3rd largest expense on the company’s balance sheet.

●Extensively modeled strategic outcomes for financial planning and forecasting.

●Compared forecast and budget/best view to monthly results and present monthly results to executive management in a formal presentation format.

●Worked with cross functional groups; Inventory Accounting, Rebate Accounting, Supply Chain, HQ Finance and Field Finance to provide input on key variance analysis for formal reports.

●Lead cross-functional teams to review monthly results versus forecast and budget data to executive management.

●Extensively planned and forecasted headcount for the Retail Sales and Service Organization of AT&T. Headcount size was approximately 1000 employees.

●Prepared detailed expense budget variance explanations encompassing sales, revenue and cost data for executive presentation. Increased revenue by 20% utilizing the reporting methodology.

●Managed the derivation, reporting and variance analysis of a $6B subsidy budget. Responsible for modeling, forecasting and research for various product mixes. Manages actual expenditures to within 5% of expense budget.

●Effectively managed a team of two Senior Financial Analysts.

Finance Manager

●Managed the derivation, reporting, and variance analysis of a $900M capital budget. Managed actual expenditures to within 2% of capital budget.

●Worked to improve the capital budgeting process and completed the capital spending plan within the established timeline.

●Consolidated each of the functional organizations business case submissions for prioritization and selection for capital approval.

●Reported accurate and timely budget versus spending and monetary transfers updates to the appropriate business units for $.9B capital budget.

●Partnered with supply chain management to ensure timely receipts of $.8B credits from vendors.

●Provided monthly reporting status of vendor credits received versus established budget.

Ineum Consulting – Atlanta, GA

Senior Consultant, 2004 to 2005

●Reviewed client financial processes for Sarbanes-Oxley adherence and fiduciary compliance.

●Prepared financial data for business cases and performed ad-hoc reporting as requested.

●Worked to implement financial process improvements for clients and acted as team lead to implement the proposed changes.

●Reported and analyzed budgeted versus actual expenditures for multi-million dollar rate study and financial budgets.

●Managed and supported a team of four auditors on engagements.

●Coordinated international audit engagements in Sweden, Italy and Canada.

●Reviewed competitor financial filings for benchmarking and process improvement opportunities.

AT&T – Atlanta, GA

Associate Finance Manager, 1998 to 2004

●Developed and implemented accounting policies for the acquisition of property, plant and equipment.

●Provided extensive daily guidance to 250 process associates and engineers in determining the proper accounting for a broad range of asset-related transactions and projects.

●Conveyed policy interpretation, fiduciary compliance, financial integrity, and accounting issue resolution to all Financial Associates and Project Managers.

●Researched the appropriate application of Generally Accepted Accounting Principles (GAAP), Federal Communication Commission (FCC), Part 32, Part 64, and SOP 98 for specific transactions.

●Hosted internal and external audits; remediated audit findings and achieved 100% compliance with GAAP, and FCC guidelines.

Education

Clark Atlanta University, Masters Business Administration, Finance 1998

Robert Toigo Foundation Fellow

Indiana University Purdue University Indianapolis, Masters Health Administration Electives

University of Notre Dame, Bachelor of Arts, Economics 1991

Professional Affiliations

Toastmasters

University of Phoenix, Adjunct Professor – Finance

Financial System Skills

Excel, Hyperion, Business Objects, Oracle, PowerPoint, Essbase, PeopleSoft, SAP

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