Jonathan Morales

Accountable for the financial oversight of a $500M portfolio of logistics automation projects, ensuring fiscal discipline, revenue maximization, and compliance with international financial regulations. Additionally responsible for facilitating commerical planning meetings that improve customer conversion, forecasting accuracy, and working capital.

• $3B Global Sales Pipeline Oversight: Directly led monthly review sessions with global sales leadership teams to enhance order intake forecasting and enrich capacity planning decisions.
• Finance Transformation Leadership: Orchestrated the deployment of Vena Planning Software for internal order pipeline monitoring, revolutionizing FP&A reporting and financial modeling capabilities.
• Margin Expansion & Risk Mitigation: Engineered strategies that secured $15M+ in risk releases, augmenting gross margins by 5-10%.
• Advanced Cost Analytics: Designed predictive statistical models that standardize financial projections across four business units, reducing forecasting variances.
• Revenue Enhancement: Led initiatives that drove $50M+ in variation orders, reinforcing profitability across multiple projects.
• Strategic Business Intelligence: Developed and deployed Power BI dashboards, providing real-time visibility into segment performance and customer conversion metrics.
• Contract & Investment Due Diligence: Oversaw financial analysis for $500M+ in contract negotiations, ensuring optimal capital allocation and risk assessment.
• Regulatory & Compliance Leadership: Enforced rigorous adherence to IFRS, resulting in external audits with zero compliance deficiencies.

Directed financial operations across multiple business segments, expanding oversight from $100M to $2B while leading a team of seven finance professionals. Strengthened financial controls, optimized forecasting, and enhanced profitability through data-driven insights.

• Enterprise FP&A Management: Led all financial forecasting, budget planning, and variance analysis, ensuring alignment with corporate objectives.
• Operational Process Innovation: Streamlined month-end close cycle to 3 days, driving efficiency and financial reporting accuracy.
• Advanced Business Intelligence Development: Implemented Power BI solutions that improved transparency in revenue attribution, product mix, and contribution margins.
• Strategic Cost Control: Established financial scorecards to standardize metrics, enhancing cross-segment performance evaluation.
• Technology & Systems Integration: Led the adoption of Avalara Tax Software, Oracle PBCS, and Hyperion, modernizing financial reporting infrastructure.
• Regulatory Audit & Compliance: Orchestrated audit preparations, ensuring stringent adherence to IFRS and GAAP.

Oversaw FP&A functions for a $100M multi-entity organization, achieving an average 30% YoY revenue growth and playing a pivotal role in the company’s acquisition by Ferguson.

• Comprehensive Financial Reporting: Consolidated enterprise-wide financials, conducting variance and trend analysis to support executive decision-making.
• Long-Term Strategic Planning: Led fiscal year budget consolidations and capital allocation strategies, enhancing liquidity management.
• Debt & Credit Risk Management: Maintained a $1M revolving credit facility, ensuring financial stability with zero overages.
• Receivables & Liquidity Optimization: Managed a $50M+ accounts receivable ledger, improving collection efficiency and credit risk mitigation.
• Mergers & Acquisitions Support: Provided in-depth financial due diligence for Ferguson’s acquisition, collaborating with KPMG on valuation models.