John Jalbrzykowski, M.B.A.

Houston, TX ***** 347-***-**** ad206r@r.postjobfree.com

www.linkedin.com/in/johnjalbrzykowski

FINANCIAL STRATEGY CONSULTING PROJECT MANAGEMENT BUSINESS DEVELOPMENT Seasoned professional with over 20 years of diverse public and private sector financial services, consulting, and project management experience coupled with excellent educational credentials and professional accomplishments. A highly versatile team player and charismatic leader who puts the needs of his clients first. EXPERIENCE

GUIDEHOUSE Inc., Houston, TX 2022 - 2023

Managing Consultant

• Energy, Sustainability & Infrastructure Segment State & Local Government Practice

• PMBOK Senior Project Manager who directed multiple FP&A workstream SME teams perform operational assessments and analyze all functional current state ERP system requirements and pain points

• Trusted advisor to CFOs, CPAs, Treasurer, Finance Directors and Controllers on best practices for organizational enhancements to improve financial forecasting, budgeting, and GASB implementation standards resulting in operational excellence

• Engaged stakeholders by utilizing SIPOC and Lean Six Sigma methodologies to facilitate Value Stream Mapping

(VSM) sessions and develop future state KPI recommendations for business process improvements prior to Treasury Management and CAPPS software implementation or upgrades, UAT and training

• (re)Vision Organizational Change Management expert who oversaw hybrid GRPI and Empathy Mapping sessions and developed training materials to strategically engage and support the overall finance modernization efforts during all phases of the end-to-end software implementation life cycle

• Improved the Project Management Office (PMO) and Grants Management teams efforts for ARPA Federal Fund recovery, SLFRF, Broadband BEAD, and ERAP programs by developing a Salesforce dashboard to ensure subrecipient application accuracy, compliance reporting and monitoring through Audit support, IV&V and Quality Assurance (QA)

• Business Development leader managing multiple federal, state and local government RFP, RFI, RFQ and SOW proposal responses

JPMORGAN CHASE BANK, Houston, TX 2019 - 2022

Private Client Banker

• FINRA licensed banker who developed comprehensive financial plans and educated clients on wealth management strategies, trust & estate planning, and home mortgage solutions

• Small Business Advisor (SBA) providing Digital, Mobile and Merchant Services payment solutions, Treasury Cash Management services, analyzed CTR/SAR reports, provided BSA/AML/OFAC risk assessments, and PPP & EIDL loan approvals

PRODIGIOUS CONSULTING, Houston, TX 2016 - 2019

Managing Consultant

• Reviewed M&A term sheets and performed financial statement due diligence to enhance various financial metrics and provide recommendations for working capital improvements

• Trained Investor Relations personnel on proper Sell-Side Analyst information decimation techniques

• Promoted equity research clients and C-suite executives to potential investors during marketing calls, non-deal roadshows, and industry conferences

Senior Project Manager

• Business Process Optimization (BPO) workstream leader who implemented innovative future state process improvement and quick-win strategies to core FP&A business support operations resulting in greater operational flexibility, streamlined resource allocation and improved Customer Experience (CX)

• Specialized in Organizational Change Management, Sales Process and Pipeline Implementation, Target Market Evaluation, Benchmarking, Budgeting, Human Capital and Training

• Proactively on-boarded 3 Private Equity (PE) backed clients resulting in a 300% y/o/y revenue increase Senior Business Analyst

• Performance based FP&A Business Operations Manager who restructured multiple SG&A programs leading to increased sales, market share and organic revenue growth, adjustments in GAAP to reduce taxes, and compliance with Sarbanes-Oxley (SOX)

• Reengineered and optimized throughput for various business processes and procedures in the Automotive, Retail, Manufacturing, Technology, Maritime and Construction Industries GMP SECURITIES, Houston, TX 2014 – 2016

Director, Head of Trading

• Business Development Leader who managed a team of 11 Equity Sales & Trading Investment Banking professionals in Capital Market, Derivative, Convertible, Distressed Equity, and Structured Trade Finance sales

• Launched 4 branch offices and oversaw all aspects of GMP’s international expansion strategy generating over

$5MM in 1st year revenues, 20% above projections

• Renegotiated vendor contracts resulting in 2nd year costs savings of 50%, or ~$1MM COWEN AND COMPANY, New York, NY 2013 – 2014

Director, Senior Advisor

• Senior Equity Trader who advised IT professionals to optimize the scalability of a proprietary trading algorithm and led the business development efforts for SaaS distribution

• Realigned two cross-functional Middle Market teams to increase y/o/y sales volume by 45% to $6.5MM

• Created a new sales process for the Capital Markets & Specialized Industries teams resulting in a $3MM revenue increase

CANACCORD GENUITY, New York, NY 2011 – 2012

Director, Senior Equity Trader

• Advised C-suite executives on pre-merger M&A transaction activities to increase share price, ROE & ROI

• Committed firm capital and managed P&L risk, hedging and marketing strategies to facilitate client trades COWEN AND COMPANY, New York, NY 2006 – 2011

Director, Senior Equity Trader

• Pioneered a trading algorithm with internal and external stakeholders to develop codes resulting in increased automation and streamlined software functionality

• Rehabilitated 6 under-performing equity business units into profitable units resulting in a y/o/y P&L growth of 113% and over $10MM in revenues

CITIGROUP, New York, NY 2000 – 2006

VP, FP&A Analyst and Assistant Trader

• Eliminated redundancy by automating software processes using Bloomberg API links and MS Office

• Spearheaded accounting functions for the firm’s P&L and hedge reports to assess daily trader performance

• Reconciled and settled domestic DTC and international equity trading book operations with Foreign Currency

(FX) transactions to run P&L audits and resolve SEC & FINRA trade investigations EDUCATION

UNIVERSITY OF NORTH CAROLINA – Kenan-Flagler Business School - Chapel Hill, NC 2017 Master of Business Administration (MBA)

• Global Immersion; Buenos Aires, Argentina and Santiago, Chile NEW YORK UNIVERSITY– Stern School of Business – New York, NY 2004 Post-Graduate Applied Technical Analysis

UNIVERSITY OF MASSACHUSETTS – Isenberg School of Management – Amherst, MA 2000 B.S., Finance and Economics

SOFTWARE & ADDITIONAL SKILLS

Microsoft Office, Power BI, Salesforce CRM, Oracle PeopleSoft Financials HCM, OneStream Budget Management, Treasury Management Software, Workday, ETRM, QuickBooks, NetSuite, Bloomberg Professional API, Fidessa, Raptor, Oasis, SAP, DTC, SQL, Digital Media, Big Data, Quantitative financial modeling and risk analytics CERTIFICATIONS: Lean Six Sigma - Yellow Belt

FINRA Series 6, FINRA Series 7, FINRA Series 55, FINRA Series 63 Group 1A Insurance

TRAINING: (re)Vision Organizational Change Management Agile and Scrum Methodologies

Bloomberg Professional - Chartered Market Technician (CMT) LEADERSHIP: Myers-Briggs -ESTJ

DiSC Assessment - iD

JPMorgan Customer Research and Functional Testing (CRAFT) Leadership Team - Central Division 50 Orchard Street Condominium – President and Treasurer LANGUAGES: Polish (Fluent)

Spanish (Classroom)

Italian (Basic)

INTERESTS: Formula 1

DIY

International travel

How It’s Made

Modern Marvels

Top Gun

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