Jonathan Tapia

Staff Financial Analyst @Tekion Corp

Pleasanton, CA, US

Owned end-to-end budgeting and forecasting, across G&A and Sales & Marketing, managing approximately $46M in operating spend and delivering financial guidance to executives across 9 business functions.•Developed scalable systems, standardized processes and financial frameworks to enhance reporting efficiency, and reduce cycle times.•Performed vendor-level spend analysis across more than $18.5M in spend, identifying roughly $1.21M in savings opportunities to advance company-wide profitability targets.•Led unit economics models to evaluate program-level profitability, utilization, cost structure, and margin performance, supporting more informed pricing and resource allocation decisions.•Translated complex financial results into clear business narratives for monthly reviews, forecast updates, and executive reporting packages.•Deployed AI solutions to optimize workflows, improve analytical capabilities, and accelerated financial models.

Santa Clara University Leavey School of Business

Master of Business Administration - MBA, Finance

San José State University

Bachelor of Science - BS, Finance, General

Monterey Peninsula College

Associate of Science - AS, Business Administration