Jonathan Burke

Jonathan Burke

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VP Corporate Controller
San Diego, California, United States

Timeline

work
Job
school
Education

Résumé

Jobs verified_user 0% verified
  • Elation Health
    VP Corporate Controller
    Elation Health
    May 2026 - Current (5 months)
  • CB Insights
    VP Finance Corporate Controller
    CB Insights
    Jan 2024 - Feb 2026 (2 years 2 months)
    CB Insights is a $50M - $100M ARR, B2B SaaS company that provides enterprises with access to a data platform with insights and predictions to help drive business decisions.

    Interim CFO from January - June 2024

    Transformed the finance and accounting departments from a team that struggled to close books in 30+ days, to a well oiled and lean team that closes books within 3 business days, provides timely analytical reporting insights to business partners, and relies on scaleable tech solutions to optimize accountability, accuracy, and clarity in its financial reporting and forecasting models.

    Part of the executive leadership team, I secured a multi-million dollar credit facility to provide strategic flexibility
  • CB Insights
    Corporate Controller
    CB Insights
    Mar 2022 - Jan 2024 (1 year 11 months)
  • Valimail
    Controller
    Valimail
    Sep 2020 - Aug 2021 (1 year)
    First full time finance hire for Valimail, a SaaS B2B company - built the finance / accounting department from the ground up, owning the FP&A, Tax, and Accounting functions.

    Implemented ASC 606 and successfully walked the Company through its first-year financial statement audit with a Big 4 audit firm.

    Remediated a Sales Tax compliance matter for the Company, eliminating a roughly $1MM liability in the process.

    Manage a team of finance professionals to stream line the close process, build reporting decks for the BoD, and provide analytical insights to the CEO and strategic departmental leaders for operational efficiencies.

    Lead financial and strategic planning that sets financial objectives and co
  • Valimail
    Accounting Manager
    Valimail
    Sep 2018 - Sep 2020 (2 years 1 month)
  • Clover Health
    Senior Accountant
    Clover Health
    May 2017 - Sep 2018 (1 year 5 months)
    First accounting hire on the west coast, I implemented Sage Intacct as its financial reporting tool, and owned the cap table management, cash forecasting, and key close processes to expedite key financial reporting metrics to management.
  • KPMG US
    Senior Associate
    KPMG US
    Jul 2016 - May 2017 (11 months)
    Work experience includes:
    -Work in the technology sector, namely assisting in ASC 606 implementation
    -Lead the audit of SF Reinsurance (subsidiary of Allianz) as the in-charge senior, managing duties of staff and reporting to managers and partners.
    -Audit inputs and assumptions used by management (namely forecasted revenue) involved in the 409A Valuation of Pre-IPO SaaS Company
    -Audit controls and assumptions used by management surrounding the Commercial Credit portion of Wells Fargo's Allowance for Loan Losses
    -Audit SAS, SQL, and Cognos query language coding used in the calculation of Wells Fargo's Commercial Allowance for Loan Losses
    -Senior and mentor lower level staff

    Industry experience: Bankin
  • KPMG US
    Experienced Associate
    KPMG US
    Oct 2015 - Jul 2016 (10 months)
  • White Nelson Diehl Evans LLP
    Associate Auditor
    White Nelson Diehl Evans LLP
    Jan 2014 - Oct 2015 (1 year 10 months)
    Work with teams to run several engagements simultaneously for mid-market for-profit companies in wholesale / retail, construction, retirement home, and other industries.

    After completion of every audit, compile information and create full financial reports for clients, including Balance Sheet, Income Statement, Statement of Cash Flows, Notes to Financial Statements, and any additionally requested financial reports for stakeholders.
  • CET Management Group
    Staff Accountant
    CET Management Group
    Jul 2013 - Dec 2013 (6 months)
     Compile and analyze Financial Information to prepare entries to General Ledger accounts.
     Analyze Financial Information detailing Assets, Liabilities, and Capital.
     Reconcile Inter-Company Loan accounts, Liability accounts, and Bank accounts.
     Prepare reports to substantiate individual transactions prior to monthly close process.
  • Mathnasium The Math Learning Center
    Mathematics Tutor
    Mathnasium The Math Learning Center
    Mar 2013 - Jun 2013 (4 months)
     Regularly tracked and recorded my students’ progress using formal assessments, recording at least 20 percent increases in average test scores over a three month period.
     Routinely spoke with parents, tailoring learning plans to address students’ specific learning issues.
  • National Cash Systems
    Staff Accountant (Temporary Position)
    National Cash Systems
    Oct 2012 - Feb 2013 (5 months)
     Brought their books up to date. A projected 6- to 8-month project, I completed within four months.
     Discussed with ATM, Utility, Security and Insurance Companies to Resolve Billing and Account Inquiries.
     Reduced cash outflow by negotiating 100% of interest and late charges to be waived for late payments with vendors.
Education verified_user 0% verified
  • UC Santa Barbara
    Bachelor of Science (BS, Accounting
    UC Santa Barbara
    Jan 2008 - Jan 2012 (4 years 1 month)
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