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.