Jonathan Goldberg
Oradell
Summary
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
16
16
years of professional experience
Work History
Manager, Business Development
Quest Diagnostics
03.2017 - Current
- Currently responsible for C-suite level financial reviews comparing proforma expectations against actual performance looking at specific metrics such as return on investment, cash flow, EBITDA & customer savings.
- Developed financial dashboards for 18 different clients focusing on their monthly expense trends and annual capex spending.
- Work with internal operations and external financial partners to true-up inventory, capital spending and one-time expense items.
- Built lasting customer relationships based on trust, transparency, and mutual success through communication touchpoints.
- Promoted to Manager of Business Development in 2020 from a Sr Financial Analyst.
- As a Sr Financial Analyst my main role was to support two regions P&L’s within Quest. Total revenue exceeded ~$500M with total SGA expenses ~$420M.
- I was responsible for the month end close process, quarterly forecasts & annual budgets.
Manager, Financial Planning & Analysis
Dress Barn
04.2013 - 03.2017
- Was responsible for executive management reporting and financial analysis of actuals, budget and forecast projections for the Ecommerce, Marketing and Merchandising divisions
- On a monthly basis I provided month end financial packages, P&L statements, SG&A Expense variance analysis reporting and forecast projections to senior management
- Worked on month end close with respective departmental leaders and accounting to re-class, accrue or amortize out into prepaid any costs that are deemed necessary
- Worked with cross-functional groups to optimize expense reduction and analyze highest return on investments for any new projects
- Completed the past four years annual budgets by meeting with each respective department to determine their sales goals, SG&A cost, EBITDA and any capital expenditures
- Managed all home office headcount reconciliations and payroll
- Worked with the VP of Ecommerce on 5 year long range plan growth strategy to drive incremental sales and increase operating income
- Worked with CMO to implement guest designer program that calculated all royalty payments for guest designers
- Managed all Capital request for the Ecommerce channel to analyze highest return on investments.
Senior Financial Analyst
Fujitsu America Inc.
08.2012 - 04.2013
- Was responsible for managing the marketing & sales organizations P&L statements by controlling costs, managing parent group funding and working with the Vice Presidents to identify areas of strength and weakness in each division
- Analyzed our general ledgers to submit journal entries to the accounting group for any month end adjustments.
Senior Sales Planning Specialist
Canon Business Solutions
03.2009 - 03.2012
- Created and developed daily, weekly and monthly sales reporting tools that analyzed actuals & forecasts against original Plans
- Developed pricing strategy to win bid for NY State contract for multifunctional printers.
Education
Masters of Business Administration -
Canisius College
Buffalo, NY12.2007
Bachelor of Arts in Communication -
University at Buffalo
Buffalo, NY05.2006
Skills
- MS Excel
- Team Collaboration
- MS Word
- MS PowerPoint
- Oracle
- Hyperion Essbase
- SAP-BPC
- Microstrategy
- Salesforcecom
Timeline
Manager, Business Development
Quest Diagnostics
03.2017 - Current
Manager, Financial Planning & Analysis
Dress Barn
04.2013 - 03.2017
Senior Financial Analyst
Fujitsu America Inc.
08.2012 - 04.2013
Senior Sales Planning Specialist
Canon Business Solutions
03.2009 - 03.2012
Masters of Business Administration -
Canisius College
Bachelor of Arts in Communication -
University at Buffalo