Jonathan Fu

Jonathan Fu

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location of Jonathan FuSan Francisco, California, United States

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  • Timeline

  • About me

    Senior Director FP&A at Pivot Bio

  • Education

    • UC Berkeley

      -
      Bachelor of Arts (B.A.) Economics

      Activities and Societies: Kappa Alpha Order, Taiwanese American Student Association, Omicron Delta Epsilon - International Economics Honor Society

  • Experience

    • UC Berkeley

      Jan 2010 - May 2012

      One of four students chosen by the Economics department to tutor peers in introduction to economics, micro and macro economics, and econometrics Be well versed in economic principles and able to communicate complex concepts in a clear manner Manage and grade assignments for classes of 80 to 150 students Provide thorough and comprehensive feedback as the intermediary between students and professorProcess points from rubric and enter scores to meet weekly return deadlines

      • Answer Center Staff - Economics Department

        Jan 2012 - May 2012
      • Reader - Statistics Department

        Jan 2010 - Dec 2011
    • BPM (Burr Pilger Mayer)

      Nov 2012 - Oct 2016

      Auditor for public and private companies; for-profit and nonprofit companiesCPA Licensed Perform testing of internal controls in compliance with Sarbanes-Oxley Section 404Develop operational recommendations to management based on audit findings to promote efficiency of internal processesPrepare financial statements and financial statement footnote disclosuresTest compliance with OMB Circular A-133 for entities receiving federal fundsIndustry background: Consumer products – wine, craft beer Nonprofits - private foundations and other nonprofits Manufacturing – telecom, fiberoptics, security chipsTechnical experience: ASC 605 Revenue recognition for products, services, and multiple-element arrangements - soon to be ASC 606 Revenue from contracts with customers; ASC 505 Equity including accounting for stock options and stock based comp; technical research including Accounting Standard Updates (ASUs)Audit travel experience: Denver, Honolulu, Orange County, Seattle, Taipei, Kaohsiung (Taiwan), Zhuhai (China manufacturing Free Trade Zone)1 of 8 recipients of the 2015 BPM Values Award from 350+ employees Show less

      • Staff Advisory Committee Executive Co-Leader

        Jun 2014 - Oct 2016
      • Assurance Supervisor

        Nov 2012 - Oct 2016
    • Zymergen, Inc.

      Oct 2016 - Dec 2019
      Strategic Finance Manager

      • Business partner to Business Development, Development, and Products • Develop deep understanding of operations to produce and track against three annual departmental and 1-2 dozen project budgets up to $47M ea within 1-10% variance• Co-own consolidation of annual opex, capex, and revenue budget/forecast• Identify and size opportunities for process improvements such as outsourcing and standardization and incorporate into 1-3 year financial forecast• Implement and monitor processes to ensure accuracy and timeliness of financial reporting - resulted in project P&L being able to be reported and tracked for the first time• Run annual financial audit, including business’s first audit from inception-to-date, and draft financial statements from scratch involving footnote disclosures on founder’s equity, convertible debt, debt modification, warrants and options, business combination, build-to-suit leases, and revenue• Lead scoping, implementation, and adoption of Salesforce for 60 initial users and one use case, growing to 90 users and 5 use cases 9 months later• Co-lead scoping and implementation of Netsuite, Adaptive Insights, and Host Analytics• Create dashboards using front end tools and JSON to provide self-serve reporting of KPIs to upper management Show less

    • Good Eggs

      Dec 2019 - May 2021
      • Director Strategic Finance, Controller

        Jan 2021 - May 2021
      • Controller

        Dec 2019 - Jan 2021
    • Pivot Bio

      May 2021 - now

      November 2021 Catalyst Award

      • Senior Director, Corporate FP&A

        Sept 2024 - now
      • Director of FP&A

        May 2021 - Sept 2024
  • Licenses & Certifications

  • Volunteer Experience

    • Board Member

      Issued by Hively on Aug 2023
      HivelyAssociated with Jonathan Fu
    • Treasurer Board Of Directors

      Issued by Young People's Symphony Orchestra on Apr 2016
      Young People's Symphony OrchestraAssociated with Jonathan Fu