Jon Conley

**** *** *** * *** ***, Nashville, TN 37204

Phone: 314-***-**** E-Mail: adg6ko@r.postjobfree.com JC Experience

SmileDirectClub (SDC) November 2018 - Current

Sr. Manager of Financial Planning and Analysis (Manufacturing and Corporate functions)

• Responsible for analyzing current data and trends to forecast impacts to manufacturing and corporate operations o Built and maintained detailed model to project future manufacturing staffing needs and related expenses o Performed ROI analyses on next generation of manufacturing equipment o Forecasted equipment and staffing requirements of second manufacturing site

• Established FP&A processes giving the business more visibility into current operations and allow for more detailed forecasts

o Created SDC’s first operating budget and established financial rigor around hiring practices o Established monthly financial reviews with business leaders to empower leaders to own their KPIs and financial performance

• Collaborated with Accounting team and HR Business Partner team to create a new business organizational structure that better aligned with financial reporting requirements and with how leaders conceptualized their orgs.

• Recurring responsibilities included: providing CFO “Flash Financials” on Day 1 of accounting close for prior month, providing monthly financial package with detailed analysis to C-Suite, weekly meeting with C-Suite leaders to review expenses and hiring, and providing weekly updates to CFO regarding all Finance operations Stifel

Equity Research Associate (Internet Sector, Restaurant Sector) July 2016 – November 2018

• Built and Maintained financials models on covered companies

• Assisted in writing research reports

• Performed due diligence on coverage companies and industry-related companies

• Communicated investment ideas based on proprietary research to clients

• Maintained relationships with company management teams and investor relations teams Alternative Product Research Analyst June 2015 – July 2016

• Sourced, performed initial due diligence and on-going due diligence on Hedge Funds, Private Equity Funds, and Liquid Alternative products

• Communicated with Financial Advisors to provide education on complex investment products

• Maintained relationships with funds to provide ongoing due diligence for the benefits of our clients

• Interviewed investment professionals and mangers as part of the research process

• Completed expedited due diligence on 24 Hedge Funds in 3 months as part of Stifel’s acquisition of Barclays. JP Morgan Chase & Co May 2014 - May 2015

Sourcing and Procurement Services Intern/ Business Analyst

• Developed an assessment of market conditions to guide sourcing strategy

• Developed, executed, and managed an RFP sourcing event

• Managed supplier contacts to maintain healthy relationships

• Created and edited contracts including contract amendments and schedules

• Research industries to identify potential suppliers Certifications and Skills

Certifications: Completed CFA Level III, Series 7, Series 67 & 68 Databases & Visualization: Netsuite, Ultipro, Factset, Bloomberg, Looker, Adaptive Insights Microsoft Office Suite: Powerpoint, Excel, Word, Access, and Outlook Language Skills: Chinese (Mandarin) – Working Proficiency Miscellaneous: Financial Modeling, Enterprise Budgeting, Problem Solving, Process Improvement, Basic SQL Education

The Ohio State University Columbus, OH

Bachelor of Science in Business Administration May 2015 Specialization: Finance - Investment Management

Bachelor of Arts in Chinese May 2015

• GPA: 3.77, Magna Cum Laude

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