Jonathan Tolwin
Finance Manager | MAcc
- Role
- Finance Manager at Sherwood Management Co
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Jonathan Tolwin
Meticulous, proven ability with extensive experience in three statement modeling, complex accounting principles and financial forecasting. Direct one on one recommendations to the Portfolio Manager to initiate investment positions that led to the deployment of $50mm+ capital. CPA candidate who plans on sitting for all four sections of the CPA in the next 12 months. Founder/CFO experience starting a medical cannabis delivery service. Maintained licenses and permits. Sourced, negotiated and prices product from multiple vendors while maintaining significant profit margins, high quality product and excellent service. Provided planning and budgeting, integrated financial planning, management and performance reporting and forecasting and modeling.
Experience
Finance Manager
Jan 2022 — Present · Los Angeles, CA, US
Education
UCLA
Bachelor's degree
2011 — 2013
UNC Kenan-Flagler Business School
Master's degree
2020 — 2021
Skills
- Financial Modeling
- Forecasting
- Portfolio Management
- Corporate Finance
- Financial Reporting
- Valuation
- Banking
- Microsoft Excel
- Finance
- Strategic Financial Planning
- Accounting
- Financial Analysis
- Investments
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