Jonathan Kim

Accounting / Financial Analyst

Professional Overview

Jonathan Kim is an experienced Accounting and Financial Analyst with a proven track record of delivering insightful financial analysis and driving operational improvements. With a strong background in the financial services industry, he specializes in providing data-driven insights to support strategic decision-making and enhance business performance.

Experience Summary

Current Roles

Accounting / Financial Analyst, Troy Capital Partners (2023-09-01 to Present)

• Responsible for preparing comprehensive financial reports, including income statements, balance sheets, and cash flow statements, to support the firm's investment decisions and portfolio management.

• Conducts in-depth financial modeling and scenario analysis to evaluate potential investment opportunities and assess the financial viability of existing portfolio companies.

• Collaborates with cross-functional teams to identify cost-saving measures and optimize operational efficiency, contributing to the firm's overall profitability.

Accounting / Financial Analyst, Quid (2023-09-01 to Present)

• Oversees the preparation and analysis of monthly financial statements, ensuring accuracy and compliance with accounting standards.

• Develops and maintains financial models to track key performance indicators and provide insights to business leaders for strategic planning.

• Supports the implementation of new accounting systems and processes to streamline financial reporting and enhance data-driven decision-making.

Previous Experience

Assurance Staff, EY (2022-09-01 to 2023-09-01)

• Conducted audits and financial reviews for clients in the financial services and technology sectors, ensuring the integrity of financial statements and adherence to regulatory requirements.

• Collaborated with cross-functional teams to identify and address potential risks, providing recommendations to improve internal controls and financial reporting processes.

• Gained valuable experience in applying Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS).

Assurance Intern, EY (2021-06-01 to 2021-08-01)

• Assisted the audit team in performing various testing procedures, including sampling, substantive testing, and control evaluation.

• Contributed to the preparation of audit workpapers and participated in client meetings, enhancing my understanding of the audit process.

Loss Prevention Agent, Six Flags (2019-08-01 to 2020-01-01)

• Responsible for monitoring and maintaining the safety and security of the theme park, implementing loss prevention strategies, and responding to emergency situations.

• Developed strong problem-solving and interpersonal skills, as well as the ability to work effectively in a fast-paced, customer-centric environment.

Academic Background

Jonathan holds a Bachelor of Science in Accounting from the University of California, Los Angeles, where he graduated cum laude. He is currently pursuing his Certified Public Accountant (CPA) certification.

Areas of Expertise

• Financial reporting and analysis

• Accounting principles and practices

• Financial modeling and forecasting

• Data-driven decision making

• Operational efficiency and cost optimization

• Audit and compliance

• Excellent problem-solving and critical thinking skills

Professional Impact

• Implemented a new financial reporting system at Quid, resulting in a 20% improvement in the timeliness and accuracy of financial statements.

• Played a key role in the successful acquisition of a portfolio company by Troy Capital Partners, contributing to the firm's growth and expansion.

• Recognized for exceptional performance during his internship at EY, leading to a full-time offer and subsequent advancement to the Assurance Staff role.

Conclusion

With his strong technical expertise, analytical mindset, and commitment to driving operational excellence, Jonathan Kim is poised to make a significant impact as an Accounting and Financial Analyst. He is dedicated to leveraging his skills and experience to deliver innovative solutions that enhance financial performance and support the strategic objectives of his clients and employers.