Jonathan Ong

About Jonathan Ong

Senior professional in in Financial Business Performance management, Financial Planning & …

Experience

1. VP Corporate Functions Allocations Cp & a

   Broadridge

   Mar 2022 — Present · New York, NY, US

   BR is a global Fintech leader, listed on the NYSE with a market capitalization of ~$22 billion and more than $6 billion in revenue. It provides investor communications and technology-driven solutions that drive digital transformation to banks, broker-dealers, asset and wealth managers, public companies, investors and mutual funds.Finance and Business Partner for the corporate functions Executive Leadership team- Conferred CFO Award for outstanding contribution after joining BR for only four months- Key Partner to the Head of each corporate function (Finance, Human Resources, Legal, Corporate Strategy and Product) to drive financial direction and results, leading 3-year strategic and operating plans, forecasts and month-end closes- Lead corporate function review meetings with the CEO, CFO and Head of each corporate function- Enhance services provided to the corporate functions. i) Establish standardized and insightful financial reporting for each corporate function.ii) Advance workflows amongst various corporate functions through regular interaction with respective leadership Collaborate with legal team and IT to identify and implement a vendor management system that would provide better control of outside counsel spend.iv) Revised vendor rebate process to encourage better business behaviorCFO of “Corporate Other Segment” (all items outside of reportable segments)- Lead quarterly Mgmt Discussion & Analysis review meeting of the Corporate Other Segment with the CFO- Ensure proper reporting of the Corporate Other segment, which consist of certain gains, losses, corporate overhead expenses and non-operating expenses that have not been allocated to the reportable segments, such as interest expense.Led task force to explore the establishment of a FX hedging program to support BR’s continued global expansion- Selected by the CFO to lead a cross-functional team consisting of senior leaders from Treasury, Accounting, Tax, Legal and IT

Education

• Catholic Junior College

  Commerce

  1988 — 1989

• CFA Institute

  CFA

  1996 — 1999

• NYU Stern School of Business

  MBA

  2002 — 2006

• Nanyang Technological University

  Bachelor

  1992 — 1995

Skills

• Financial Modeling
• Financial Reporting
• Investment Banking
• Corporate Finance
• Management
• Derivatives
• Financial Analysis
• Banking
• Capital Raising
• Capital Markets
• Finance
• Fixed Income
• Equities