Jonathan Santiago
Senior Accountant at CBX- Claim this Profile
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Bio
Experience
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CBX
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United States
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Design
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1 - 100 Employee
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Senior Accountant
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Nov 2020 - Present
New York, United States
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Lucky Generals
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United Kingdom
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Advertising Services
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1 - 100 Employee
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Finance Manager
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Jan 2020 - May 2020
New York, United States • Oversaw the NY offices accounting function, including revenue management, payables, receivables and collections, taxes, and month-end close • Collaborated with NY Director and account managers, to manage clients budgets and costs • Built-up the NY office processes from accounts receivables, WIP tracking and budget management • Drove financial performance and accountability across the business by providing timely and actionable financial analysis, identifying risks and opportunities… Show more • Oversaw the NY offices accounting function, including revenue management, payables, receivables and collections, taxes, and month-end close • Collaborated with NY Director and account managers, to manage clients budgets and costs • Built-up the NY office processes from accounts receivables, WIP tracking and budget management • Drove financial performance and accountability across the business by providing timely and actionable financial analysis, identifying risks and opportunities and proposing solutions Show less
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Edelman
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United States
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Public Relations and Communications Services
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700 & Above Employee
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Senior Financial Analyst
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Mar 2019 - Jan 2020
New York, New York • Met regularly with project managers and account teams to review SOWs, budgets and cross-office allocations. • Delivered monthly projects and revenue forecast for stakeholders • Trained account teams on internal finance systems, procedures and financial project management • Ensured timely submission of invoices and supporting documentation to client • Partnered with senior account teams in pricing client proposals, and budget development
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Ogilvy
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United States
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Advertising Services
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700 & Above Employee
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Financial Analyst
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Jul 2016 - Mar 2019
New York, New York •. Create and maintain employee utilization for client profitability and monthly WIP and A/R • Manage timely billing of all OgilvyRed accounts • Support Senior Financial Analyst in creation and review of various financial reports including Revenue, P&L, Billing reports on weekly bases • Develop comprehensive reports, abstracts, and graphs to present data and provide strategic recommendations for Senior Analyst regarding data management procedures • Perform ad-hoc reporting… Show more •. Create and maintain employee utilization for client profitability and monthly WIP and A/R • Manage timely billing of all OgilvyRed accounts • Support Senior Financial Analyst in creation and review of various financial reports including Revenue, P&L, Billing reports on weekly bases • Develop comprehensive reports, abstracts, and graphs to present data and provide strategic recommendations for Senior Analyst regarding data management procedures • Perform ad-hoc reporting and analysis • Point of contact for troubleshooting all finance issues on the OgilvyRed team. Show less
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Mobcom
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United States
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Consumer Goods
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1 - 100 Employee
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Sales Analyst Intern
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Jan 2016 - Mar 2016
Greater New York City Area • Organized aggregate data sets to better identify target venues for potential clients • Systemically organized contact information for over 450 client leads to facilitate further research • Increased pool of potential app users by 25%
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M.D. Sass
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United States
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Investment Management
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1 - 100 Employee
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Equity Analyst intern
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Apr 2015 - Mar 2016
New York, New York Chosen to participate in highly competitive M.D Sass Investment Institute; a million dollar student run long/short equity hedge fund under the supervision of experienced investment professionals. The institute provides exceptional education in security analysis, trading, and portfolio management. •Perform fundamental analysis on companies under coverage (WYNN, MELCO, GILD, GOGO,GLPI) •Present dynamic stock pitch for assigned companies and industries to experienced panel of 12 hedge… Show more Chosen to participate in highly competitive M.D Sass Investment Institute; a million dollar student run long/short equity hedge fund under the supervision of experienced investment professionals. The institute provides exceptional education in security analysis, trading, and portfolio management. •Perform fundamental analysis on companies under coverage (WYNN, MELCO, GILD, GOGO,GLPI) •Present dynamic stock pitch for assigned companies and industries to experienced panel of 12 hedge fund professionals •Extensively study methods of security analysis, financial market trends, investment methods and protocol under experienced M.D Sass Equity analyst and phD professional •Collaborate with junior analyst to foster in-depth research of given industry and encourage team camaraderie Show less
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TED Conferences
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United States
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Media Production
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700 & Above Employee
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Photographer TedxCuny
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Nov 2015 - Feb 2016
Greater New York City Area
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NFC Amenity Management
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United States
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Hospitality
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400 - 500 Employee
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Lifeguard
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Jan 2015 - Aug 2015
Greater New York City Area
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Education
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City University of New York-Brooklyn College
Bachelor’s Degree, Finance and Investments -
Long Island City HS
High School