Jonathan Gillam
Kirkland,USA
Summary
Flexible and versatile Business Analyst with over 3 years of experience serving as a Liaison between technology and business. Working cross functionally between different departments to analyze the business by providing insights to executive management, by providing actionable information to department managers and by providing value to the shareholders and employees. Establishes Instant rapport with Co-Workers. Avid learner and very teachable. Routine-Oriented, collaborative, analytical, innovative, and unique problem-solving skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Business Analyst
Fast Water Heater Acquisition Co. (FWH)
Bothell, USA
09.2020 - 10.2023
- Anticipated pricing increases due to COVID supply chain impacts and executed purchasing strategy buying 3.0 M dollars of excess inventory resulting in COGS% remaining steady during the following 12 months, despite a loss of 7.6% of sales, effectively realizing a $2.2 M increase in company dollar
- Executed 12 price increases over 2 years, more than the past 10 years, resulting in $5.0 M of additional revenue, providing approximately $37.2M of value to the shareholders if FWH was to be sold to another private equity firm
- Presented an opportunity to executive management to reduce service engineers non-billable time by 30 minutes per day by compiling GPS and SQL server datasets
- Developed heat maps in Power Bi for executive management analyzing the potential to expand and move warehouses
- Reduced the days we were scheduling customers out by 5 days from 7.5 days to 2.5 days through metrics, data analysis, logistics training, and hiring technicians to fulfill our brand promise of “Call before noon, same day installation.” Increased our gross margin by lowering COGS by negotiating with vendors and investing in long-term relationships with executive vendor management
- Maintained the pricing structure of the company and built out KPI scorecards to inform our executive team and shareholders through reporting frameworks.
Office Assistant (2018) & Office Intern (2019)
Mill Creek Community Association
Mill Creek, USA
- Digitized entire 3,638 lot file HOA
- Scanned in lot files, plat maps, blueprints, and developer plans into the new cloud-based management system “Pay HOA” as part of the disaster recovery plan
- The HOA serves about 10,000 residents
- Each resident saved 1 hour a month paying dues and submitting applications in the new online system
- The office saved approximately 20 hours a month with no physical filing or mail receiving/shipping
- The digitization of the HOA saved 120,000 hours for residents a year and 240 hours a year for the office.
Education
BBA – Bachelor of Business Administration -
The Master’s University – No. 1 Business Program for CPA Pass-Rate in California (NASBA)
05.2020
Skills
- Office Suite
- Power BI
- Strong Command of Power Query
- Dynamics 365
- CRM transitions
- Financial & Business Analysis
- Data Analysis
- Reading
- Researching and Interpreting Financial Statements
- Finance
- Business case analysis
- Data Visualization
- Business Intelligence
- Excellent verbal communication and decision-making
- Operations Analysis
- KPI Tracking
- Strategic Planning
- Operational Reporting
- Forecasting and Planning
- Microsoft Office Suite
Affiliations
- I stay active through weightlifting, hiking, and playing pick up Basketball at LA fitness
Certification
- Series 66 FINRA
- Sereis 7 FINRA (sitting this month)
- W3Schools "SQL"
- Completed the Financial Modeling Valuation Analyst FMVA certification program during the stay at home order in May 2020
Accomplishments
Developed a cost-plus pricing strategy and a competitive pricing strategy in response to the strategic initiative I formulated asking the simple question of "Are we priced right?"
Responsible for running the weekly leadership scorecard every week which I built that included 6-8 KPI's each department manager was responsible for.
Timeline
Business Analyst
Fast Water Heater Acquisition Co. (FWH)
09.2020 - 10.2023
Office Assistant (2018) & Office Intern (2019)
Mill Creek Community Association
BBA – Bachelor of Business Administration -
The Master’s University – No. 1 Business Program for CPA Pass-Rate in California (NASBA)
- Series 66 FINRA
- Sereis 7 FINRA (sitting this month)
- W3Schools "SQL"
- Completed the Financial Modeling Valuation Analyst FMVA certification program during the stay at home order in May 2020
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