Jonathan Race

JONATHAN RACE, MBA 8571 VILLA LA JOLLA DRIVE, UNIT H LA JOLLA, CA 92037 -- Skills Summary FP&A & Budge+ng Data Analysis & Modeling Program & Project Management Business Intelligence & Strategy Professional Experience Lytx - San Diego, CA (7/17 - Present) $200 million SaaS provider of video telema@cs and safety coaching for commercial fleets. Sr. Financial Analyst - Lead regular mee+ngs with members of the execu+ve leadership team and department heads to evaluate budgets, KPIs, and financial projec+ons in an effort to guide them towards increased profitability. - Provide +mely and effec+ve financial repor+ng to internal business partners, including monthly BVAs. - Assist in the crea+on and prepara+on of Board of Directors materials and other quarterly execu+ve reviews. - Support senior management on various ini+a+ves through the crea+on of financial models and other intelligence tools. VAVi Inc. - San Diego, CA (7/09 - 7/17) $15 million interna@onal producer of social events and sports leagues. Finance & Events Director (9/15 - 7/17) - Build, manage, and analyze financial forecas+ng models to evaluate financial health that helped grow annual revenues from $2,500,000 in 2010 to $15,000,000 in 2015. - Present financial analysis and recommenda+ons to the Board of Directors that resulted in- YOY project cost savings of over $775,000 by increasing our management role of our interna+onal partners. - Iden+fy, implement, and monitor KPIs to extrapolate trends and determine if we are tracking towards financial targets. - Provide financial and opera+onal direc+on to support the expansion effort to bring the ROC Race product to Australia. - Create and manage financial models and budgets that monitor foreign currency exposure and interna+onal tax liabili+es. Finance & Events Manager (7/11 - 8/15) - Help grow a department from a staff of 3 to a cross-func+onal team of 20, while personally managing 12 members of the team. Led the cross-func+onal team to help develop, program, market, and execute events throughout the U.S. and Canada. - Lead several con+nuous improvement ini+a+ves that reduced inter-department redundancy and op+mized opera+onal processes and staff resources. - Serve as the primary liaison amongst internal and external stakeholders to ensure successful collabora+on, communica+on, and repor+ng accuracy during the planning, execu+ng, and post-event stages of events. - Create and implement a new onsite opera+ons schedule resul+ng in a 20% reduc+on in event staffing costs. - Liaison with the accoun+ng team to ensure +mely and accurate repor+ng of all department financial statements which decreased decision-making +me while mi+ga+ng business risks. - Implemented a licensing deal with the Walt Disney Company a_er mee+ng their rigorous brand, legal, safety, and produc+on standards. This resulted in an increase of yearly events from 9 to 22 while also increasing revenue from $5,000,000 to $15,000,000 annually. Sr. Finance Lead (7/09 - 6/11) - Mine large data sets that helped Iden+fy and eliminate wasteful marke+ng tac+cs that resulted in- YOY sales growth of $200,000 while simultaneously reducing the YOY budget by $50,000. - Re-build company-wide P&Ls and budgets to correct errors that were cos+ng the company up to $100,000 annually. - Create a new forecas+ng model that increased forecas+ng accuracy by 10%. - Provide ad-hoc analysis and repor+ng when needed. EducaGon University of San Diego - San Diego, CA - Masters of Business Administra+on (MBA) - Emphasis: Finance - Magna Cum Laude California Polytechnic State University - San Luis Obispo, CA - Bachelor of Science - Business Administra+on - Concentra+ons: Finance, Interna+onal Business - Minor: Economics Program Experience - Microso_ Suite - NetSuite - Tableau - Adap+ve Insights - SalesForce - QuickBooks - Workday - Google Suite Slack Asana Pramata AutoCAD Adobe Suite SQL