J
Jonathan Ortiz
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New York, United States
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Résumé
Jobs
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Senior Financial AnalystKruze ConsultingJul 2025 - Current (1 year)• Owned driver-based, bottoms-up 3-statement models across 20+ VC-backed Seed-Series A SaaS companies (under $10M ARR; backed by Accel, Point72, Andreessen Horowitz), integrating actuals and scenario planning to guide GTM, hiring, and fundraising • Led burn rate/runway analyses, identifying cost drivers (headcount, software subscriptions, recruiting/ad spend) to drive 15–30% average net burn reductions and 3 - 12 month runway extensions via optimized capital allocation • Directed monthly variance analysis (actuals vs. budget/forecast), tracking forecast accuracy and driving continuous model/process improvements for enhanced P&L visibility, strategic planning, and alignment with revenue forecasts and long-range planning (LRP) • Delivered mon- WInvestment Banking Analyst – Mergers & AcquisitionsWells Fargo SecuritiesJun 2023 - Jul 2025 (2 years 2 months)• Built/maintained dynamic financial models (DCF, comps, precedent transactions, LBO, 3-statement, cash burn/runway) for $2B+ aggregate transactions, delivering valuation insights for executive strategic financial planning and capital allocation • Led due diligence, driver-based forecasting, and sensitivity modeling to assess risks/synergies, supporting post-transaction integration and long-term financial forecasting • Prepared management presentations, CIMs, teasers, and board materials; presented KPI/pro forma analyses to executives, driving data-informed decisions on market expansion and capital allocation • Coordinated cross-functional teams and data rooms for efficient transaction execution while mentoring 15+ junior analysts on modeli
- WInvestment Banking Summer Analyst - Mergers & AcquisitionsWells Fargo SecuritiesJun 2022 - Aug 2022 (3 months)• Aided deal execution through developing CIMs and financial models for healthcare, industrial, technology, and fintech transactions
- Financial Consulting InternErnst & YoungJun 2021 - Aug 2021 (3 months)• Supported management consulting projects through financial analysis and identifying business development opportunities for clients • Leveraged market research and scenario analysis to contribute to strategic finance planning and growth strategy roadmaps/pipelines
Education
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- RBachelor of Science, FinanceRutgers Business School - New BrunswickAug 2018 - Dec 2022 (4 years 5 months)Cumulative GPA: 3.5 Honors/Awards: Dean's List, Hispanic Scholarship Fund Scholar, ALPFA Scholarship Recipient
Projects (professional or personal)
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- WProject Wrigley: Ongoing $1.2B gaming sellside M&A transactionWells Fargo SecuritiesJun 2023 - Jul 2025 (2 years 2 months)Produced multiple DCFs and used Monte Carlo simulation to optimize capital allocation and budgeting for new markets Built proforma analyses to evaluate KPIs and combined revenue and EBITDA metrics for executive board-level presentations
- WProject Artemis: Ongoing $200M retail sellside M&A transactionWells Fargo SecuritiesJun 2023 - Jul 2025 (2 years 2 months)Developed integrated operating model with QoE adjustments and driver-based forecasts; created CIM/teaser and coordinated diligence with client leadership, corporate development team, and potential acquirers for strategic sale
- WProject Boxer: Ongoing $500M psychiatric healthcare sellside M&A transactionWells Fargo SecuritiesJun 2023 - Jul 2025 (2 years 2 months)Collaborated with client FP&A on projection refinement, rolling variance, and multi-scenario market expansion modeling Produced financial reports with KPIs for clients and internal teams, driving insights into pro forma revenue and cost synergies