Jon is a Partner in PwC’s Financial Markets Group and leads the Treasury Services practice in the Financial Markets Group. He is leading PwC’s Global efforts in assisting corporate clients with Reference Rate Reform. In this regard, Jon has in-depth insight and experience in understanding and identifying the impacts of Reference Rate Reform on corporates and has published multiple thought leadership articles on its impacts on non-FS companies.
Jon’s experience includes advising financial services and corporate treasuries of large multi-national organizations regarding financial risk management (counterparty credit, foreign exchange, interest rate, and commodity), cash management, liquidity management, and investment management. Jon advises clients in policy development and implementation, financial instrument accounting – derivatives and investments, and the design or redesign of processes and procedures including the effective implementation of internal controls. Jon also leads complex implementations of treasury systems including in-house-banks as well as performing numerous pre and post implementation reviews of derivative and investment systems.
Relevant Experience:
- Advises clients regarding treasury target operating models as well as best practices surrounding financial risk management, investment management, intercompany funding, and cash and liquidity management
- Helps treasuries develop strategies and write and implement policies for risk management, cash management, investments, intercompany funding, and counterparty credit risk management
- Leads system implementations through all stages including requirements gathering, design, testing, data migration, deployment, and post-implementation reviews
- Advises clients on the application and implementation of ASC 815 and ASC 820, assisting clients in engineering or reengineering processes
- Implements and/or reviewed/tested internal controls over a client's treasury processes and procedures.
- Guides clients through technical requirements of financial statement presentation and footnote disclosure related to ASC 815 and ASC 820
Qualifications and Memberships
Master of Accountancy, Brigham Young University
Licensed CPA in California and Idaho