Summary
Overview
Work History
Education
Skills
Timeline
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Jonathan Hay

Carol Stream,IL

Summary

Accomplished financial leader with a proven track record at Sikich LLC, skilled in financial reporting, compliance, and fostering organizational development. My strategic execution drives substantial business growth, achieving significant improvements in client engagement and revenue through innovative leadership and strategic financial initiatives. Demonstrated success in managing complex client engagements and cultivating robust team capabilities.

Overview

9
9
years of professional experience

Work History

Manager (Pod Lead)

Sikich LLC
01.2024 - Current
  • Oversaw budgeting forecasts, payroll, month-end close, and accounts payable/receivable; implemented advanced analytics to improve financial reporting accuracy, resulting in precise financial statements that summarized financial health and enhanced business performance.
  • Spearheaded financial strategic planning by directing budget development, creating budgetary controls and recordkeeping systems, and developing dynamic financial models; streamlined processes to reduce operational costs and maximize profitability, ensuring alignment with organizational goals.
  • Presented financials to board of directors, C-suite executives, and leadership teams, driving successful client engagements through effective communication and project leadership.
  • Led multiple client engagements simultaneously, managing diverse project teams and directives; drove firm initiatives that improved gross margin, increased monthly recurring revenue, and enhanced internal efficiencies.
  • Managed client relationships with external auditors and oversaw the preparation and submission of client tax filings, ensuring smooth and efficient annual audits with minimal findings while mitigating risks of noncompliance.
  • Created and implemented a technical interview process to effectively screen candidates, enhancing team capabilities; drove business development by conducting insight sessions with new potential clients and increasing monthly recurring revenue through expanding opportunities with current clients.

Senior Analyst (Team Lead)

Sikich LLC
05.2022 - 12.2023
  • Collaborated with cross-functional teams to identify areas of improvement, leading to increased operational effectiveness.
  • Optimized project management, resulting in timely deliverables and improved client satisfaction.
  • Improved budgeting and forecast efficiencies by implementing scenario planning for enhanced decision-making.
  • Prepared reports analyzing specific aspects of department structures, functions and operational procedures and recommended ways to improve productivity.

Consultant (Recordkeeper Relationship Group)

Northern Trust
02.2020 - 05.2022
  • Led client change events (implementations, fund launches, mergers), coordinated across multiple funds, mentored junior employees, and drove technological improvements enhancing efficiency.
  • Managed daily company stock liquidity trades, performed impact analysis, resolved significant trading issues, and collaborated with teams to enhance procedures and controls promptly.

Technical Coordinator (Institutional Funds)

Northern Trust
05.2017 - 02.2020
  • Managed daily operations, mentored junior employees, delegated tasks, set goals, and ensured timely, accurate completion to meet team objectives.
  • Processed complex corporate actions with significant financial impact; identified error root causes and implemented process improvements benefiting the division.

Senior Analyst (Institutional Funds)

Northern Trust
01.2016 - 05.2017
  • Oversaw valuation of division's largest client ($14B); trained new analysts; maintained high-level communication to resolve investment inquiries.
  • Calculated and analyzed Net Asset Values for large institutional clients; monitored accounts, executed transactions, evaluated performance discrepancies, ensured compliance, and updated securities documentation.

Education

Bachelor of Science - Finance, Economics

North Central College
Naperville, IL
12-2015

Skills

  • Strategic Financial Leadership
  • Cash flow Management
  • Financial Reporting and Compliance
  • Risk management and Mitigation
  • Advanced Financial Analysis and Reporting
  • Leadership and Team Development
  • Resource allocation
  • Strategic Execution and Implementation
  • Change Management and Innovation
  • Operational Excellence and Efficiency
  • Organizational development

Timeline

Manager (Pod Lead)

Sikich LLC
01.2024 - Current

Senior Analyst (Team Lead)

Sikich LLC
05.2022 - 12.2023

Consultant (Recordkeeper Relationship Group)

Northern Trust
02.2020 - 05.2022

Technical Coordinator (Institutional Funds)

Northern Trust
05.2017 - 02.2020

Senior Analyst (Institutional Funds)

Northern Trust
01.2016 - 05.2017

Bachelor of Science - Finance, Economics

North Central College

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Jonathan Hay