Jakarta, Indonesia
Hi, it's Jonathan here! Recently, I relocated from Australia to Indonesia, drawn by its immense growth potential, especially in its wave of innovation. I aim to contribute to this dynamic landscape by leveraging my combined expertise in finance and data. With my ability to bridge IT and business, I am confident in my capacity to enhance decision-making and drive innovation through data-driven strategies. With a Master of Commerce in Finance and Marketing and a recently completed Data Science program, I’ve always been passionate about using data and strategy to solve complex business challenges. My academic journey has been complemented by hands-on achievements, from managing multimillion-dollar portfolios to driving operational efficiencies through data-driven insights. Professionally, I’ve worked across industries like financial services, education technology, and government grants. As a Senior Paraplanner, I managed investment portfolios worth AUD 15 million and implemented strategies that improved operational efficiency by 20%. Later, as a Data Analyst, I handled data migrations during mergers, optimized processes using SQL and Power Query, and provided actionable insights that supported high-stakes decision-making. These experiences have honed my skills in financial modeling, data analysis, and stakeholder collaboration. I’m excited about the opportunities to learn, grow, and make an impact in Indonesia’s evolving tech and business ecosystem. Let’s connect and explore how we can collaborate to create meaningful change!
Work closely with the CFO to ensure accurate financial data and support decision-making through insightful analysis. Led key initiatives to improve data integrity and streamline processes, including: • Delivered monthly FP&A reports and AR performance updates to management. • Built an end-to-end Accounts Receivable process from airway bill data to invoicing and collection, enabling better tracking and reporting for senior management. • Resolved data discrepancies and improved accuracy across finance reports. • Enhanced data processing workflows using big data tools, increasing efficiency and reducing manual errors. • Created interactive dashboards for real-time monitoring of financial metrics and operational performance.
• Rebalancing and managing investment portfolios (up to A$15 million) based on client-specific risk profiles whilst accounting for related variables such as liquidity, tax rates, and capital gains. • Modified in-house calculators and working stations that improved efficiency by 20% • Liaising with third-party providers such as insurance companies and superannuation funds to collate and analyse client-related information obtained. • Analysing client information and assisting Consultants in developing clear financial planning strategies specifically tailored to each client. • Preparing Statements of Advice documents whilst maintaining a trail of working papers for compliance purposes. • Keep abreast of market movements and raise relevant matters that may impact the client advice process.
• Conduct evaluation and assessment of Small Business Assistance grant applications by assessing the evidence provided (i.e. Bank Statement, Profit and Loss Statement). • Undertakes active grant case management utilising the grant administration platform SmartyGrants. • Provide support to stakeholders with the implementation and maintenance of consistent grants and funding processes. • Ensure administrative tasks, including data collection and reporting are completed accurately and in a timely manner, enabling the organisation to meet compliance requirements. • Ensure accurate and consistent data entry into SmartyGrants and other programs. • Participates constructively and positively within the team to achieve tasks and assists other team members as required.
- Effectively handled extensive data encompassing client information and financial reports from Netsuite using Ms. Excel and Power Query. Developed problem-solving skills by employing Excel formulas to optimize data processing methods. - Presented audit findings to the VP of Strategic and Development and implemented corrective actions in the data migration process from various ERP systems to Netsuite, contributing to a seamless merger and acquisition procedure. - Thoroughly reviewed and validated data to support the business analyst and finance teams, demonstrating strong analytical abilities and effective communication skills.
• Validated information for insurance and assessed insurance quotation for clients, exhibited high attention to detail. • Analysed financial product for client’s investment purposes, developed analytical thinking. • Supported financial planner in data collection, conducted proficient research skill. • Coordinated with other team using CRM system, managed to collaborate with other team and deliver work within deadlines.