JONATHAN WALSH
Atlanta,GA
Summary
Professional with strong background in financial analysis, adept at leveraging analytical skills to drive business growth and financial stability. Expertise in data interpretation, financial modeling, and risk assessment, ensuring informed decision-making and strategic planning. Known for collaborative approach and adaptability, consistently meeting team objectives and organizational goals. Proficient in utilizing financial software and tools to streamline processes and enhance accuracy.
Overview
2026
2026
years of professional experience
Work History
Strategy and Financial Analyst
Rev.io
2024 - Current
- Conducted financial analysis to support budgeting and forecasting processes, improving forecasting accuracy by 22% compared to prior year.
- Collaborated with cross-functional teams to enhance reporting accuracy and financial transparency, including developing reporting practices to illustrate departmental initiatives' effect on company-wide goals .
- Developed financial models to assess project viability and profitability metrics, including cost Buy vs Build, Breakeven and Return on Investment analysis.
- Streamlined data collection processes, improving efficiency of reporting timelines and reducing month-end reporting times by ~50%.
Financial Analyst, Board Advisory and Transaction Opinions
Houlihan Lokey
2024 - 2024
- Perform in-depth financial analysis and develop complex financial models to support negotiations, advocacy positions, and valuation opinions, ensuring accuracy and reliability in all assessments.
- Conduct comprehensive business and financial due diligence, coupled with extensive industry and sub-sector research, to provide robust insights and strategic recommendations for clients.
- Prepare detailed board/special committee presentations and actively participate in pitches and business development initiatives, effectively communicating complex financial concepts and analysis to diverse audiences.
- Foster strong client relationships by delivering high-quality financial analysis and insights, supporting current and prospective client engagements, and contributing to the firm's growth through active involvement in business development efforts.
Senior Manager, Investor Relations
BIP Ventures
01.2021 - 01.2024
- Lead the collection and raise of over $500MM investor commitments, including the close of firm’s largest fund to date that was 40% larger than previous record, by sourcing and connecting with high-net-worth individuals, fostering relationships with institutions, and providing key insight into the objectives and priorities of the funds.
- Lead the buildout of the investor relations team including developing the hiring strategy, screening and interviewing candidates, and organizing the onboarding training program to grow the Investor Relations team by 50%.
- Coordinate with senior investment committee partners, portfolio company founders, and external legal teams to launch 30+ new investment vehicles.
Senior Associate, Fund Accounting
State Street Corporation
01.2017 - 01.2021
- Built and maintained 3 statement models for multiple REITs with assets over $1B under management ensuring accurate, GAAP-compliant reporting to investors and the ability to calculate various financial and investment related performance metrics including return on equity, return on assets, EBITDA related performance, and coverage ratios.
Education
M.B.A. - Evening Program, Finance Concentration
Emory University, Goizueta Business School
Atlanta, GA05.2024
B.S.B.A. - Finance Concentration
University of South Carolina, Darla Moore School of Business
Columbia, SC05.2017
Timeline
Senior Manager, Investor Relations
BIP Ventures
01.2021 - 01.2024
Senior Associate, Fund Accounting
State Street Corporation
01.2017 - 01.2021
B.S.B.A. - Finance Concentration
University of South Carolina, Darla Moore School of Business
Strategy and Financial Analyst
Rev.io
2024 - Current
Financial Analyst, Board Advisory and Transaction Opinions
Houlihan Lokey
2024 - 2024
M.B.A. - Evening Program, Finance Concentration
Emory University, Goizueta Business School
ADDITIONAL INFORMATION
Skills/Certifications include: FINRA License Series 63, 79, SIE; Financial Modeling (Comparable Company Analysis, Precedent Transaction Analysis, Merger Models, DCF, LBO); Lean Practitioner
Similar Profiles
James PhillipsJames Phillips
Chief Information Officer (CIO) at REV.IOChief Information Officer (CIO) at REV.IO
Adam BurkyAdam Burky
Senior Director of Engineering at Rev.ioSenior Director of Engineering at Rev.io
Adam BurkyAdam Burky
Senior Director of Engineering at Rev.ioSenior Director of Engineering at Rev.io
Monet SaundersMonet Saunders
District Manager of Inside Sales at Republic National Distributing CompanyDistrict Manager of Inside Sales at Republic National Distributing Company
Samantha BostonSamantha Boston
Agricultural Commodity Consultant at Self Employed WebAgricultural Commodity Consultant at Self Employed Web