1. Jon R. Katz
PROFESSIONAL EXPERIENCE
Customer Advocate, Finance Manager, 2013 – Present
Mindshift, a Ricoh Company, New York, NY
⦁ Created multi-pronged expansion strategy focused on
new markets and weak competitors
⦁ Leveraged change in client subsidies to collaborate with
product team to craft 2016 product and service offerings
⦁ Oversee $15 million in annual revenues; present trends
and projections for executive team
⦁ Collaborated with counsel to restructure out-of-state
business practices for marquee client
⦁ Analyzed data sets to create predictive models for
long-term revenue to lead sales strategy
⦁ Developed financial system detailing revenues and
profits of each product, service, and client to guide sales
⦁ Manage vendor relationships to find new saleable
technologies and challenge existing service providers
⦁ Leading authority for internal processes and templates
to guide department activity
Compliance Manager, 2011 – 2012
Quality Health Care Management, New York, NY
⦁ Consolidated DOH regulations into straightforward
QA protocol, reducing infractions by 85%
⦁ Primary point of contact for regulatory affairs
⦁ Outsourced least profitable lab tests after
analyzing costs and insurer reimbursement rates
⦁ Conducted long-term cost-benefit analyses
influencing equipment purchase and lease decisions
⦁ Collaborated with Laboratory Supervisor to craft
self-sustaining QA procedures for lab staff
SKILLS
Strategic Planning ∎∎∎∎∎∎
Financial Literacy ∎∎∎∎∎∎
MS Excel & Suite ∎∎∎∎∎∎
Written & Verbal ∎∎∎∎∎∎
Regulatory Analysis ∎∎∎∎∎∎
Research ∎∎∎∎∎∎
Collaborative ∎∎∎∎∎∎
Interpersonal ∎∎∎∎∎∎
EDUCATION
Master of Business Administration,
Juris Doctor
Rutgers University, 2010
⦁ Graduated early, MBA with honors
⦁ Project: Restructured company
operations, increasing ROI by 26%
⦁ First-place in/ competition focused
on marketing and pricing strategy
Bachelor of Science, Economics
Northern Illinois University, 2005
⦁ Cum laude; Dean’s Award, 2005
⦁ Dean’s List, multiple occurrences
Strategy, finance, and business development specialist; MBA, JD, with an entrepreneurial drive;
eager to take on complex problems and collaborate to challenge the status quo; intellectually curious and
motivated to discover new opportunities; record of synthesizing data into actionable plans; comfortable
navigating the business regulatory environment; motivated to lead teams toward long-term objectives
PERSONAL INTERESTS
Current Events: The Atlantic, NPR, The Onion Sports: NFL History, 1990s NBA
Health & Fitness: Weight Training, Basketball Music: Prince, Pearl Jam, Motown
JonRKatz@gmail.com, linkedin.com/in/jonrkatz
56 Sterling Place, Brooklyn, NY 11217