Talk to sales Try for Free
Patrick Jonathan

Patrick Jonathan

Followers of Patrick Jonathan337 followers
location of Patrick JonathanSurabaya, Jawa Timur, Indonesia

Connect with Patrick Jonathan to Send Message

Connect

Connect with Patrick Jonathan to Send Message

Connect

  • Timeline

  • About me

    BS in Accounting & Finance | Financial Analyst, Data Analytics, and Accounting

  • Education

    • Portland State University - School of Business

      2018 - 2021
      Bachelor of Science - BS Accounting and Finance

      Aktivitas dan Kegiatan Sosial:School of Business Honors Program, President's List Business Strategy (BA 495)- Consulted and analyzed data for a local Portland F&B company that sells ice cream as well as coffee with a group of 5 students from various majors.- Established a marketing and business plan for the upcoming 3-5 years with the historical data and vision that was imparted by the founders.- Created a financial forecast sheet for the company as to what to expect if they take the route that we as a team advise them to take.- Collaborated and… Lihat selengkapnya Business Strategy (BA 495)- Consulted and analyzed data for a local Portland F&B company that sells ice cream as well as coffee with a group of 5 students from various majors.- Established a marketing and business plan for the upcoming 3-5 years with the historical data and vision that was imparted by the founders.- Created a financial forecast sheet for the company as to what to expect if they take the route that we as a team advise them to take.- Collaborated and troubleshooted the team with people of different age, ethnicity, and background. Lihat lebih sedikit

    • Portland Community College

      2017 - 2018
      Associate of Science - AS Business Administration and Management, General

  • Experience

    • Portland Community College

      Apr 2017 - Jun 2018

      - Enhanced student’s skills and knowledge through one-on-one or small group tutoring sessions as necessary.- Encouraged students to come up with their answers on complicated and hard questions, while motivating them with their unique learning styles.- Developed time-management and active-listening skill to effectively tutor students. - Assisted students and visitors with little or no computer experience solve their difficulties- Managed the computer lab tidy in order to create a peaceful and organized atmosphere- Increased Microsoft Office expertise by receiving new problems and trying to troubleshoot it

      • Accounting & Statistics Tutor

        Apr 2018 - Jun 2018

      • Computer Lab Assistant

        Apr 2017 - Jun 2018

    • PwC Indonesia

      Jul 2019 - Sept 2019
      Advisory - Corporate Finance Intern

      - Analysed companies, performed financial modelling -and valuations, and assisted associates with research on potential acquisitions and potential buyers.- Learned various industries, such as their KPI, movers, and key financials, to propose the right potential target.- Prepared sell-side project materials for senior management presentations for clients by assisting associates with company profiling, financial analysis, and credentials.

    • Portland State University - School of Business

      Sept 2019 - Mar 2021
      Finance and Accounting Tutor

      - Enhanced student’s skills and knowledge through one-on-one or small group tutoring sessions as necessary.- Encouraged students to come up with their answers on complicated and hard questions, while motivating them with their unique learning styles.- Developed time-management and active-listening skill to effectively tutor students.

    • Portland State University

      Jan 2020 - Mar 2021

      - Enhanced student’s skills and knowledge through one-on-one or small group tutoring sessions as necessary.- Encouraged students to come up with their answers on complicated and hard questions, while motivating them with their unique learning styles.- Developed time-management and active-listening skill to effectively tutor students. • Managed approximately $500,000 real-dollar portfolio (PSU CFASP) with 5 colleagues under the management of 2 CFA Charter holders• Analyzed and made weekly reports and presentations for the consumer discretionary sector and industry• Developed a BUY/HOLD/SELL report for the current holdings and the potential buy candidate.• Utilized past courses to create a compelling argument and pitched the potential buy/ sell candidate to a group of 20 people in various fields and expertise.

      • Statistics Tutor

        Jan 2018 - Mar 2021

      • PSU CFA Sector Manager - Consumer Discretionary Sector

        Jan 2020 - Jan 2020

    • BIZUP Group

      Sept 2021 - Feb 2022
      Business Development Consultant

    • Ursa Consultants

      Feb 2022 - now

      • Senior Accountant

        Jan 2023 - now

      • Accountant

        Feb 2022 - Jan 2023

    • AKRUA Consulting

      Feb 2022 - now
      Accountant

  • Licenses & Certifications

    • Airbase Partner Academy | Full Airbase Platform Certification

      Airbase
      Mar 2022
      View certificate certificate

    • Bloomberg Market Concepts

      Bloomberg

    • QuickBooks Online Certification

      QuickBooks Online Professional
      Feb 2022

  • Honors & Awards

    • Awarded to Patrick Jonathan
      International Achievement Scholarship Portland State University Sep 2018 The scholarship is given to high-performing international students that shows academic excellence

  • Volunteer Experience

    • Transportation Manager

      Issued by Haggai International on Jun 2018
      Haggai InternationalAssociated with Patrick Jonathan

    • Indonesian Representative

      Issued by International Cultural Service Program on Sept 2019
      International Cultural Service ProgramAssociated with Patrick Jonathan