Jonathan Meyer
Denton
Summary
Results-driven Financial and Data Analyst with hands-on experience in banking operations, financial data validation, and process optimization, complemented by self-directed training in Python programming and machine learning applications for finance. Proven ability to analyze financial data, improve reporting workflows, and support data-driven decision-making in fast-paced, remote-first environments. Adept at bridging finance and technology by building automation tools, enhancing operational efficiency, and continuously expanding technical expertise to support modern financial technologies and analytics-driven business models.
Overview
4
4
years of professional experience
Work History
Executive Virtual Assistant
GMC Education Group
05.2025 - Current
- Provide high-level virtual support to the CEO, managing end-to-end scheduling, calendar optimization, and meeting logistics to ensure operational efficiency across educational initiatives.
- Coordinate and vet corporate partners, organize presenter onboarding, and develop compensation plans, demonstrating strategic judgment, negotiation support, and stakeholder management.
- Lead documentation and content development for courses, including syllabus design, learning materials, and digital asset creation using productivity and collaboration tools.
- Oversee team tasking, internal communication, and project tracking using tools like Trello, Notion, or Google Workspace, bridging project management and administrative coordination.
- Develop internal digital tools and templates to streamline operations, automate workflows, and improve cross-functional alignment, showcasing problem-solving and tech adaptability.
Member Service Representative
DATCU Credit Union
08.2021 - 02.2024
- Provided tailored financial solutions and personalized support to members, demonstrating the client service and detail orientation essential for virtual assistant and fintech client success roles.
- Streamlined internal processes and managed high-volume administrative tasks under pressure, showcasing precision, time management, and adaptability valuable in remote data entry and finance operations.
- Resolved complex client issues with professionalism and urgency, highlighting conflict resolution and communication strengths well-suited for remote support and back-office problem-solving roles.
Associate Banker
Chase Bank
03.2023 - 09.2023
- Delivered exceptional service by efficiently managing client communications via digital and in-person channels, showcasing strong written and verbal communication skills essential for virtual support roles.
- Accurately processed high-volume financial transactions while ensuring strict compliance with regulatory and internal controls—demonstrating precision and reliability critical for data entry and back-office finance roles.
- Collaborated with cross-functional teams to streamline workflows and enhance client onboarding and support processes, skills directly applicable to remote administrative coordination and customer success environments.
Education
Chartered Financial Analyst - undefined
CFA Institute
05.2026
Bachelor’s - Entrepreneurship
University of North Texas
12.2026
Associate’s - General Business
North Central Texas College
12.2023
Skills
- Financial Data Review and Validation
- Transaction Accuracy and Reconciliation
- Financial Reporting Support
- Process Documentation and Workflow Optimization
- Compliance Awareness and Risk Control
- Microsoft Excel (MOS Certified)
- Spreadsheet Modeling and Reporting
- Data Organization and Data Cleanup
- Basic Python Programming
- Data Entry Accuracy and Quality Control
- Template and Dashboard Development (Foundational)
- Google Workspace and Microsoft Office Suite
- CRM and Digital Documentation Systems
- Remote Collaboration Tools (Notion, Trello, Task Managers)
- Trend Identification and Root Cause Analysis
- Analytical Thinking and Problem Solving
- Detail Oriented Financial Review
- Stakeholder Coordination
- Time Management and Deadline Prioritization
- Multi Project Coordination
Timeline
Executive Virtual Assistant
GMC Education Group
05.2025 - Current
Associate Banker
Chase Bank
03.2023 - 09.2023
Member Service Representative
DATCU Credit Union
08.2021 - 02.2024
Chartered Financial Analyst - undefined
CFA Institute
Bachelor’s - Entrepreneurship
University of North Texas
Associate’s - General Business
North Central Texas College