Jonathan Roelfs

Experience

• 

  Pinion

  Sept 2009 - May 2014

  - Provide leadership and mentorship to the team, fostering a culture of continuous learning and development- Lead financial statement audits, reviews, and compilations- Reviewed corporate and personal tax returns

  • Senior Associate

    May 2012 - May 2014

  • Associate

    Sept 2009 - Apr 2012
• 

  Blue Ocean Enterprises, Inc.

  May 2014 - Feb 2024

  - Collaborate with business leaders to develop and implement effective high-level strategies - Build and lead a high-performing finance and accounting team, fostering a culture of accountability, collaboration, and continuous improvement - Treasury management and oversight for 100+ entities, including cash management and forecasting, liquidity management, and debt financing- Monitor and analyze financial performance, providing insights and recommendations to improve efficiency and profitability Show less

  • Director of Finance and Accounting

    Jan 2020 - Feb 2024

  • Controller

    May 2016 - Dec 2019

  • Accounting Manager

    May 2014 - Apr 2016
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  Poudre Valley Capital

  Apr 2024 - now

  Chief Financial Officer