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JON R. KATZ, JD, MBA
JonRKatz@Gmail.com • 56 Sterling Place, New York, NY 11217 • 847-571-9609
SUMMARY OF QUALIFICATIONS
 Financial and operations manager with experience in healthcare, law, finance and technology
 Adept at preparing and analyzing financial statements – focused on revenues and cost controls
 Experience refining operational processes to improve efficiency and customer service
 History of successfully leading large and small teams as a Project Manager: foster an
environment committed to teamwork, organization, communication and accountability
 Articulate speaker, clear and concise writer, comfortable presenter and public speaker
 Exceptional quantitative and qualitative analysis skills; proficient at synthesizing information
EXPERIENCE
Freelance Business Consultant, New York, NY 2012–Present
 Currently employed as Project Manager at mindSHIFT Technologies; also serve as
independent consultant for personal clients
 Forecast and communicate strategic project objectives, resource requirements, risks,
timelines and action plans to clients, managers and staff members
 Identified most profitable project components to guide future sales activity
 Implement high standards for work quality and customer service objectives
 Serve as point-of-contact for clients, and liaise client concerns to operational staff
Business Consultant, Quality Health Care Mgmt. Inc., New York, NY 2011–2012
 Led business management initiatives across several divisions at a clinical laboratory
 Defined and communicated financial goals and each department’s responsibilities
 Calculated cost-benefit analysis for all operations
 Identified areas to improve business: carried out projects with department managers that
led to QC benchmarks, billing procedures, HR policies, and an inventory control system
 Led project teams, delegated assignments, organized and moderated status meetings
 Restructured staff responsibilities to incorporate lean performance goals
 Encouraged employee input to continuously improve processes and performance
 Drafted and negotiated contracts with business partners
 Actively monitored regulatory developments for impact on business practices
Associate Business Consultant, Out to Own Business Consulting, Philadelphia, PA 2010–2011
 Managed up to five clients simultaneously; generated 30% upswing through referrals
 Researched and interpreted sales data to refine business models, set price points and
developed marketing tactics; drafted newsletters for customer mailing lists
 Taught clients basic accounting, P&L, budgeting and forecasting
 Completed and filed legal documents to establish structure of clients’ businesses
EDUCATION
Juris Doctor, Master of Business Administration, Rutgers University, 2010
 President of student organization, 2007-2008; expanded membership by more than 300%
 Project: Led team in corporate restructuring, resulting in 26% increase in ROI
Bachelor of Science, Economics (Maj. GPA: 4.0), cum laude, Northern Illinois University, 2005
 Dean’s Award, 2005, for exemplary academic and extracurricular work; Dean’s List, 2002, 2005

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Jon R. Katz Resume

  • 1. JON R. KATZ, JD, MBA JonRKatz@Gmail.com • 56 Sterling Place, New York, NY 11217 • 847-571-9609 SUMMARY OF QUALIFICATIONS  Financial and operations manager with experience in healthcare, law, finance and technology  Adept at preparing and analyzing financial statements – focused on revenues and cost controls  Experience refining operational processes to improve efficiency and customer service  History of successfully leading large and small teams as a Project Manager: foster an environment committed to teamwork, organization, communication and accountability  Articulate speaker, clear and concise writer, comfortable presenter and public speaker  Exceptional quantitative and qualitative analysis skills; proficient at synthesizing information EXPERIENCE Freelance Business Consultant, New York, NY 2012–Present  Currently employed as Project Manager at mindSHIFT Technologies; also serve as independent consultant for personal clients  Forecast and communicate strategic project objectives, resource requirements, risks, timelines and action plans to clients, managers and staff members  Identified most profitable project components to guide future sales activity  Implement high standards for work quality and customer service objectives  Serve as point-of-contact for clients, and liaise client concerns to operational staff Business Consultant, Quality Health Care Mgmt. Inc., New York, NY 2011–2012  Led business management initiatives across several divisions at a clinical laboratory  Defined and communicated financial goals and each department’s responsibilities  Calculated cost-benefit analysis for all operations  Identified areas to improve business: carried out projects with department managers that led to QC benchmarks, billing procedures, HR policies, and an inventory control system  Led project teams, delegated assignments, organized and moderated status meetings  Restructured staff responsibilities to incorporate lean performance goals  Encouraged employee input to continuously improve processes and performance  Drafted and negotiated contracts with business partners  Actively monitored regulatory developments for impact on business practices Associate Business Consultant, Out to Own Business Consulting, Philadelphia, PA 2010–2011  Managed up to five clients simultaneously; generated 30% upswing through referrals  Researched and interpreted sales data to refine business models, set price points and developed marketing tactics; drafted newsletters for customer mailing lists  Taught clients basic accounting, P&L, budgeting and forecasting  Completed and filed legal documents to establish structure of clients’ businesses EDUCATION Juris Doctor, Master of Business Administration, Rutgers University, 2010  President of student organization, 2007-2008; expanded membership by more than 300%  Project: Led team in corporate restructuring, resulting in 26% increase in ROI Bachelor of Science, Economics (Maj. GPA: 4.0), cum laude, Northern Illinois University, 2005  Dean’s Award, 2005, for exemplary academic and extracurricular work; Dean’s List, 2002, 2005