Jonthan H.

Skills

Finance & Investment Leadership

Enterprise Financial Strategy

Capital Planning & Capital Allocation

Investment Analysis & Portfolio Oversight

Financial Modeling & Valuation

M&A Due Diligence & Transaction Support

Treasury & Capital Markets

Liquidity Management & Cash Forecasting

Funding Strategy & Short-Term Investments

Treasury Analytics & Reporting

Banking & Capital Structure Strategy

Governance, Risk & Controls

Enterprise Risk Management (ERM)

Internal Controls & Financial Governance

Board & Investment Committee Reporting

Regulatory & Compliance Awareness

Operational & Strategic Finance

FP&A, Budgeting & Forecasting

KPI Development & Performance Analytics

Financial Systems & Process Transformation

Organizational Scaling & Financial Infrastructure

Specialty Focus Areas

Impact Investing & Mission-Driven Finance

Nonprofit & Social Enterprise Finance

Fractional CFO & Executive Advisory

About

Strategic finance executive and CPA with leadership experience across enterprise finance, corporate treasury, impact investing, and fractional CFO advisory within financial services, investment, and mission-driven organizations. Proven track record advising executive leadership, boards, and investment committees on financial strategy, capital planning, liquidity management, and risk oversight.

Currently leading strategic finance and fund management initiatives for a national impact investment platform, overseeing capital deployment, valuation analysis, financial due diligence, and enterprise risk strategy while supporting portfolio organizations with CFO-level advisory and financial infrastructure development.

Prior experience includes corporate treasury leadership within a large financial services institution managing enterprise liquidity strategy, funding activities, and treasury analytics supporting executive capital allocation decisions. Founder of a CPA and fractional CFO advisory firm providing financial modeling, capital strategy, governance, and operational finance leadership to growth-stage and mission-driven companies.

Recognized for integrating investment discipline with operational finance to drive sustainable growth, financial resilience, and mission impact. CPA with advanced graduate training in FinTech, analytics, and financial strategy.