Summary
Overview
Work History
Education
Skills
MILITARY EXPERIENCE
Timeline
Generic

Jonathan Katsiros

Powell,TN

Summary

Experienced executive with a proven track record of driving strategic growth in complex business environments. Skilled in leadership, financial management, and operational efficiency. Strong focus on team collaboration and adaptability for reliable performance and results. Known for problem-solving abilities, strategic vision, and effective communication skills that contribute to achieving organizational goals.

Overview

12
12
years of professional experience

Work History

Chief Executive Officer

Koinonia LLC
12.2023 - Current
  • Real Estate Investment Strategies
  • Hard Loan Lending
  • Short Term and Long Term Investment Loans
  • Work with Banks to create lending packages on behalf of Clients
  • Established foundational processes for business operations.
  • Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.

Founding Member

Katsiros Advisory Team
01.2022 - Current
  • Tax Advising and Strategy Implementation
  • Tax Compliance
  • Entity Formations with C Corporation to a S Corporation
  • Retirement and Investments Strategies
  • Capital Gain Strategies with short term and long term loss and gain.
  • Managed budgets and resources effectively, ensuring projects were delivered on time and within scope.

Chief Financial Officer & Owner

Blue Ridge Best Foods, Inc.
01.2020 - Current


  • Maximize restaurant profitability by keeping food cost low (with accurate menu pricing), decrease overall cost, negotiate deals with suppliers, and proper scheduling.
  • Prepare all company financials. Focused on Cash Flow and Profitability.
  • Know how to find funding and investment strategies to supplement growth plans.
  • Specialize in Financial Accounting.
  • Train and guide current and new restaurant managers and staff of food cost and labor saving strategies.
  • Forecast quarterly, semiannual, and annual profits.
  • Create and present reports based on EBITDA to shareholders
  • Create pay and bonus plan for managers and employees based off of KPI's
  • Analyzed operational issues and implemented corrective action to maximize profits.
  • Developed strategic financial plans to support company growth and achieve long-term objectives.
  • Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.

Senior Tax Accountant

Whitlock and Company
08.2018 - 12.2019
  • Prepared Tax Returns including S-Corporation, C-Corporation, Partnerships, Schedule C, Trust and Non-Profit Tax Returns.
  • Prepared Reviewed Financial Statements.
  • Expanded Business to Business Relationships.
  • Participated in and led community events on behalf of the company.
  • Increase my client list by recruiting new corporate and personal business.
  • General Ledger Accounting.
  • Journal Entries and Adjustments.
  • Bank Reconciliations.
  • Complete and Prepare 940 & 941 payroll returns.
  • Complete and Prepare State All State Filings.
  • Create W2s and 1099s.
  • Collect Outstanding Accounts.
  • Pay Vendors/Bills.
  • Instructed and Lead new business by creating all necessary forms to create a new entity.

Staff Accountant (Contractor)

Disney, CPA
12.2016 - 04.2018
  • Prepared Tax Returns including S-Corporation, C-Corporation, Partnerships, Schedule C, and Trust Returns.
  • General Ledger Accounting.
  • Journal Entries and Adjustments.
  • Bank Reconciliations.
  • Complete 940 & 941 payroll returns.
  • Create W2s and 1099s
  • Collect Outstanding Accounts
  • Pay Vendors/Bills

Co-Owner

Inskip Grill
08.2013 - 12.2017
  • Increased sales by 25% after implementing a new marketing strategy.
  • Increased profitability by 10% within the first three months of ownership.
  • Decreased food cost by 5% from 33% to 28%.
  • Performed the restaurants bookkeeping and payroll.

Education

Masters of Business Administration - Accounting

LINCOLN MEMORIAL UNIVERSITY
Knoxville, TN
05.2017

Bachelor of Arts - Economics and Political Science

UNIVERSITY OF TENNESSEE
Knoxville, TN
05.2009

Associates - Paralegal Studies

SOUTH COLLEGE
Knoxville, TN
06.2003

Skills

  • MICROSOFT OFFICE: Word, Excel, and Powerpoint
  • Intuit Quickbooks Desktop and Online
  • Accounting CS
  • Lacerte, ProSeries, Ultra Tax and other Tax Software
  • Executive leadership
  • Organizational leadership
  • Risk management
  • Staff management
  • Strategic planning

MILITARY EXPERIENCE

Specialist (E-4) in the Tennessee Army National Guard 2015-2021 (Honorable Discharge)

Timeline

Chief Executive Officer

Koinonia LLC
12.2023 - Current

Founding Member

Katsiros Advisory Team
01.2022 - Current

Chief Financial Officer & Owner

Blue Ridge Best Foods, Inc.
01.2020 - Current

Senior Tax Accountant

Whitlock and Company
08.2018 - 12.2019

Staff Accountant (Contractor)

Disney, CPA
12.2016 - 04.2018

Co-Owner

Inskip Grill
08.2013 - 12.2017

Bachelor of Arts - Economics and Political Science

UNIVERSITY OF TENNESSEE

Associates - Paralegal Studies

SOUTH COLLEGE

Masters of Business Administration - Accounting

LINCOLN MEMORIAL UNIVERSITY

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