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Bilingual Corporate Finance Expert | Forecasting & Analytics
Johnathan O.

5.0 (2 ratings)

2 hours tutoring

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Hourly Rate: $63
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Response time: 15 hours
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About Johnathan

Bio

I am a TEFL certified, bilingual finance professional with more than six years of experience in Financial Planning & Analysis (FP&A), corporate finance, budgeting, forecasting, and financial modeling. I hold a Bachelor's degree in Accounting and a Master's degree in Marketing and Sales Management, and I have worked across multiple industries including manufacturing, SaaS, and renewable energy. Throughout my career, I have helped business leaders understand complex financial concepts, analyze...

I am a TEFL certified, bilingual finance professional with more than six years of experience in Financial Planning & Analysis (FP&A), corporate finance, budgeting, forecasting, and financial modeling. I hold a Bachelor's degree in Accounting and a Master's degree in Marketing and Sales Management, and I have worked across multiple industries including manufacturing, SaaS, and renewable energy. Throughout my career, I have helped business leaders understand complex financial concepts, analyze data, and make informed decisions based on financial reports and forecasts.

My teaching approach focuses on breaking down difficult topics into simple, practical steps that students can understand and apply confidently. I specialize in accounting, corporate finance, financial analysis, budgeting, forecasting, Microsoft Excel, and business-related subjects. I adapt each lesson to the student's learning style, whether they need help mastering foundational concepts, preparing for exams, improving analytical skills, or understanding real-world business applications.

As a native English speaker who is also fluent in Spanish, I can support students from diverse backgrounds and create a comfortable learning environment where questions are encouraged. My goal is to build your confidence for your academic and professional careers.

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Education

Albright College
Accounting
EAE Business School
Masters
  • Licensed teacher

Additional Languages

Spanish

Policies

  • Hourly Rate: $63
  • Rate details: Practical, career-focused finance tutoring from an FP&A professional with 6+ years of industry experience. Financial modeling, Excel, budgeting, forecasting, and Power BI guidance.
  • Lesson cancellation: 4 hours notice required

  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

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Approved Subjects

Accent Reduction

Accent Reduction

Holder of a TEFL certification with training in English language instruction, pronunciation, and communication skills development. As a native English speaker, I can help learners improve pronunciation clarity, listening comprehension, fluency, and spoken confidence. Experienced communicating with non-native English speakers in international and bilingual environments across the United States and Spain. Able to support students in reducing communication barriers and developing more natural-sounding spoken English.
Actuarial Science

Actuarial Science

My foundation in actuarial science comes from six years of applied quantitative finance work across manufacturing, SaaS, and renewable energy, where I regularly built driver-based financial models, ran probability-weighted scenario analyses, and developed long-range forecasts used in executive decision-making. At Morgan Truck Body I owned workforce cost modelling and salary budgeting for 500 employees across seven plants, applying statistical reasoning to real payroll and operational data at scale. I hold a B.S. in Accounting and an M.S. in Marketing and Sales Management, with advanced proficiency in Excel, SQL, and Power BI for data-driven analysis. I help students connect the mathematical and statistical foundations of actuarial science to how those concepts function in real financial and business environments.
Business

Business

I am a Senior FP&A professional with over six years of experience supporting business planning, budgeting, forecasting, and financial analysis across the renewable energy, SaaS, and manufacturing sectors in the United States and Spain. My experience includes building financial models, analyzing business performance, managing budgets and P&Ls, and presenting strategic insights to senior leadership and C-suite executives. I have worked extensively with financial systems and analytics tools including Power BI, Oracle, SAP, Salesforce, and advanced Excel to improve decision-making and operational efficiency. I can help students understand corporate finance, financial planning and analysis (FP&A), budgeting, forecasting, financial modeling, and business strategy through practical, real-world examples.
Career Development

Career Development

I hold a Master's degree in Marketing and Sales Management and have over six years of professional experience in corporate finance, financial planning and analysis (FP&A), and business operations across renewable energy, SaaS, and manufacturing industries in the United States and Spain. Throughout my career, I have led budgeting, forecasting, financial modeling, performance analysis, and strategic planning initiatives while working directly with senior leadership and C-suite executives. My expertise combines strong financial acumen with practical business strategy, helping organizations make data-driven decisions and improve performance. I can support students in topics including business management, corporate finance, financial analysis, budgeting, forecasting, business strategy, and data-driven decision-making through real-world examples and industry experience.
CFA

CFA

Finance professional with extensive experience in FP&A, budgeting, forecasting, and financial modeling. Regularly partnered with senior leadership to analyze business performance, evaluate investment decisions, and support long-term planning initiatives. Experienced in cash flow forecasting, variance analysis, and financial statement review across multiple industries. Strong understanding of corporate finance principles and performance measurement.
Chess

Chess

I have studied chess extensively and enjoy helping students develop strong strategic thinking, tactical awareness, and endgame fundamentals. My teaching focuses on pattern recognition, calculation techniques, opening principles, and practical decision-making. I work with beginners and intermediate players looking to improve their ratings and confidence. Lessons are tailored to each student's goals and learning style.
College Counseling

College Counseling

As a professional with a master's degree and experience navigating higher education and career development, I help students evaluate academic pathways and prepare for college applications. I provide guidance on selecting schools, developing application strategies, and connecting educational goals to future careers. My approach emphasizes organization, planning, and informed decision-making. I work with students to build confidence throughout the admissions process.
Computer Science

Computer Science

Experienced in leveraging technology to automate financial reporting and improve business insights. Built Power BI dashboards, developed SQL queries, and worked extensively with ERP and CRM systems including Oracle, Salesforce, Yardi, Microsoft Dynamics 365, and NetSuite. Applied data analysis techniques to support forecasting, budgeting, and operational decision-making. Skilled at translating complex datasets into actionable business recommendations.
CPA

CPA

I hold a bachelor's degree in Accounting and have over six years of experience in corporate finance, accounting, budgeting, and financial reporting. I help students understand accounting principles, financial statements, reconciliations, and reporting concepts commonly covered in accounting coursework and CPA-related studies. My professional experience spans manufacturing, SaaS, and renewable energy industries. I focus on making complex accounting topics practical and easy to understand.
Data Analysis

Data Analysis

I use data analysis daily to support executive decision-making through budgeting, forecasting, KPI reporting, and business performance evaluation. My experience includes Power BI, SQL, Excel, Tableau, and financial modeling. I teach students how to organize, analyze, visualize, and communicate data effectively. Lessons combine technical skills with real-world business applications.
Data Science

Data Science

I have applied data science tools professionally across manufacturing, SaaS, and renewable energy, building SQL queries, Power BI dashboards, and Excel-based models to track KPIs, automate reporting workflows, and surface insights for C-suite leadership. At MN8 Energy I developed dashboards and SQL-driven analysis under both ASC 606 and IFRS frameworks, and at Cars Commerce I automated AR reporting workflows using Salesforce, Oracle, and Excel to support company-wide cash flow forecasting. My technical toolkit includes SQL, Power BI, Tableau, Power Query, and advanced Excel, with hands-on experience across ERP systems including Oracle, Yardi, Microsoft Dynamics 365, SAP, and NetSuite. I help students build practical fluency in data analysis and visualization by connecting core concepts to the kinds of business problems they will actually encounter in the workplace.
Econometrics

Econometrics

My background in financial planning and analysis involves statistical analysis, forecasting, trend evaluation, and quantitative decision-making. I help students understand regression analysis, data interpretation, model assumptions, and practical applications of econometric methods. Lessons emphasize connecting theory to real business and economic problems. I focus on building both conceptual understanding and analytical confidence.
Finance

Finance

I am a bilingual FP&A analyst with six years of experience across manufacturing, SaaS, and renewable energy in the United States and Spain. My work spans budgeting, forecasting, long-range planning, variance analysis, and scenario modelling, with results presented directly to Finance Directors and C-suite executives. I have built driver-based financial models that improved forecast accuracy and developed cash flow projections monitored at the executive level. Whether you are studying corporate finance, working through MBA coursework, or preparing for a finance role, I can bridge theory and real-world application.
Financial Accounting

Financial Accounting

I am a corporate finance professional with six years of hands-on accounting experience across manufacturing, SaaS, and renewable energy. My background includes month-end and year-end close, journal entries, account reconciliations, audit preparation, and revenue recognition under both ASC 606 and IFRS. I managed a $501M manufacturing portfolio with direct P&L and balance sheet ownership, and I have supported audit processes and AOP reporting across multiple industries. I work with students at all levels, from foundational accounting principles through advanced topics covered in CPA prep and university-level coursework.
High School Placement Test

High School Placement Test

I help students strengthen the core academic skills tested on the HSPT, including quantitative reasoning, mathematics, reading comprehension, and verbal skills. My tutoring focuses on test-taking strategies, problem-solving techniques, and confidence-building. I work with students to identify weaknesses and create structured preparation plans. Lessons are tailored to each student's learning pace and goals.
Homeschool

Homeschool

I support homeschool students by providing structured instruction, accountability, and individualized learning plans. My background in business, finance, and higher education allows me to teach analytical thinking, mathematics, organization, and study skills. I adapt lessons to fit each student's learning style and educational objectives. My goal is to create an engaging and supportive learning environment.
Interview Prep

Interview Prep

I have participated in hiring processes, candidate evaluations, and professional interviews throughout my career in finance and business leadership. I help students and professionals prepare for behavioral, situational, and technical interview questions while improving communication and confidence. Sessions include mock interviews, feedback, and personalized coaching. I focus on helping candidates clearly communicate their strengths and achievements.
Marketing

Marketing

I hold a master's degree in Marketing and Sales Management and understand both academic marketing concepts and business applications. I help students learn market analysis, consumer behavior, strategic planning, branding, and performance measurement. My teaching connects classroom concepts to real-world business decision-making. Lessons are designed to build both theoretical knowledge and practical understanding.
MBA

MBA

I hold a Master's degree and have over six years of professional experience in corporate finance, financial planning and analysis (FP&A), and business operations across renewable energy, SaaS, and manufacturing industries in the United States and Spain. Throughout my career, I have led budgeting, forecasting, financial modeling, performance analysis, and strategic planning initiatives while working directly with senior leadership and C-suite executives. My expertise combines strong financial acumen with practical business strategy, helping organizations make data-driven decisions and improve performance. I can support students in topics including business management, corporate finance, financial analysis, budgeting, forecasting, business strategy, and data-driven decision-making through real-world examples and industry experience.
MCAT

MCAT

Strong quantitative background developed through accounting and finance roles requiring detailed analysis of large datasets. Experienced in financial modeling, forecasting, variance analysis, and KPI reporting across multiple industries. Regularly evaluated trends, identified performance drivers, and communicated findings to executive stakeholders. Demonstrated ability to interpret complex information and make data-driven recommendations.
Microsoft 365

Microsoft 365

I use Microsoft 365 tools extensively in professional finance and reporting environments. I help students and professionals improve productivity using Excel, Word, PowerPoint, Teams, and other Microsoft applications. Lessons focus on practical skills that can be applied immediately in academic and workplace settings. My goal is to help learners work more efficiently and confidently.
Microsoft Access

Microsoft Access

I help students understand database fundamentals, table design, queries, forms, reports, and data management concepts using Microsoft Access. My experience working with business systems and reporting environments provides practical context for database learning. Lessons focus on both technical functionality and real-world applications. I work with beginners through intermediate users.
Microsoft Excel

Microsoft Excel

I have used Advanced Excel and Power Query professionally for six years building financial models, automating reporting workflows, and conducting variance analysis across large, complex datasets. My Excel work spans driver-based forecasting models, budget and LRP scenario tools, SKU-level profitability analysis, and dashboard reporting for senior leadership. I have also developed Power BI dashboards and supported transitions to automated reporting pipelines. I can teach Excel at any level, from core formulas and pivot tables through advanced modelling, Power Query transformations, and financial dashboard design.
Microsoft Outlook

Microsoft Outlook

I help students and professionals use Outlook effectively for email management, scheduling, task tracking, and productivity improvement. My corporate experience has required managing complex communications and calendar coordination across multiple teams. Lessons focus on practical workflows that improve organization and efficiency. I tailor instruction to each learner's goals and experience level.
Microsoft Windows

Microsoft Windows

I help students and professionals build confidence using Microsoft Windows in academic and workplace environments. Instruction covers system navigation, file management, productivity tools, troubleshooting, and best practices. My experience working with enterprise technology environments allows me to provide practical guidance beyond basic computer skills. Lessons are customized to the learner's needs and experience.
Oracle

Oracle

I have hands-on experience using Oracle in budgeting, forecasting, financial reporting, reconciliations, and month-end close processes. I help students and professionals understand ERP workflows, reporting functions, and financial system applications. My instruction focuses on practical business use cases rather than purely theoretical concepts. Lessons are tailored to each learner's objectives and experience level.
Project Management

Project Management

I have managed complex budgeting cycles, forecasting initiatives, reporting projects, system implementations, and cross-functional business processes throughout my career. I help students understand project planning, stakeholder management, communication, risk management, and execution strategies. My teaching emphasizes practical tools and real-world applications. Lessons are designed to improve organization, leadership, and project success.
Public Speaking

Public Speaking

I have over six years of experience presenting financial analyses, forecasts, budgets, and strategic recommendations to Finance Directors and C-suite leaders. Throughout my career in manufacturing, SaaS, and renewable energy, I have translated complex financial data into clear, actionable insights for decision-makers. My experience includes leading budget reviews, variance analysis discussions, and cross-functional meetings with finance, operations, and sales teams. I help students build confidence in professional presentations, business communication, and public speaking in corporate environments.
QuickBooks

QuickBooks

I have hands-on experience using QuickBooks as part of my accounting and financial management background. My work includes account reconciliations, financial reporting, month-end close activities, and bookkeeping processes across multiple industries. I hold a Bachelor's degree in Accounting and have experience supporting financial operations for organizations ranging from small businesses to large corporations. I can help students understand QuickBooks fundamentals, bookkeeping concepts, and practical accounting workflows.
Real Analysis

Real Analysis

My background in accounting, financial modeling, forecasting, and variance analysis requires strong quantitative and analytical skills. I regularly work with complex datasets, statistical concepts, and mathematical reasoning to support business decisions. While my expertise is applied primarily within finance and business analytics, I can help students strengthen their problem-solving, logical reasoning, and mathematical analysis skills. My approach emphasizes breaking down complex concepts into clear, understandable steps.
Series 3

Series 3

Professional experience analyzing financial performance, forecasting business outcomes, and supporting strategic planning initiatives. Developed cash flow projections, long-range plans, and scenario analyses used by executive leadership. Familiar with risk assessment, financial controls, and performance measurement frameworks. Strong analytical skills supported by a background in accounting and corporate finance.
Series 6

Series 6

Experienced finance professional with a strong foundation in financial reporting, budgeting, and business performance analysis. Worked closely with internal stakeholders to communicate financial results and support decision-making. Developed reports and dashboards that improved transparency and operational visibility. Skilled at presenting complex financial information in a clear and actionable manner.
Series 65

Series 65

Extensive experience in financial planning, forecasting, budgeting, and business analysis. Developed long-term financial models and scenario analyses to support strategic decision-making and resource allocation. Worked directly with finance directors and executive leadership to evaluate business performance and future opportunities. Strong understanding of financial statements, cash flow management, and planning processes.
Series 66

Series 66

Corporate finance professional with six years of experience across manufacturing, SaaS, and renewable energy sectors. Built financial models, managed budgeting cycles, and conducted variance analyses to support operational and strategic objectives. Experienced in forecasting, financial reporting, and performance measurement for senior leadership teams. Strong analytical and quantitative skills applied to complex business environments.
SIE Exam (Securities)

SIE Exam (Securities)

I am a finance and accounting professional with six years of experience across financial modeling, budgeting, and investment analysis in manufacturing, SaaS, and renewable energy, giving me strong applied knowledge of the concepts tested on the SIE exam including capital markets, investment products, and regulatory frameworks. While I approach this as a finance practitioner rather than a licensed securities professional, I help students build a solid conceptual foundation in the market structures, product types, and risk principles that make up the bulk of the SIE curriculum. My background in financial reporting under ASC 606 and IFRS, combined with hands-on experience in cash flow forecasting and portfolio-level analysis, allows me to connect exam material to how these concepts function in real financial environments. I focus on breaking down the regulatory and product knowledge sections systematically so students can approach the exam with confidence.
Tableau

Tableau

I have extensive experience creating dashboards, reports, and data visualizations to support financial and operational decision-making. My background includes working with Tableau, Power BI, SQL, and advanced Excel to transform data into meaningful business insights. I have developed KPI reporting solutions and executive-level dashboards across SaaS, manufacturing, and renewable energy industries. I help students learn data visualization best practices, dashboard design, and business analytics techniques.
Tax Accounting

Tax Accounting

I hold a Bachelor's degree in Accounting and have professional experience in financial reporting, reconciliations, compliance, audit preparation, and month-end close processes. My accounting background provides a strong foundation in tax accounting principles, financial statements, and regulatory requirements. I have worked with multiple accounting systems and supported finance teams across various industries. I can help students understand tax accounting concepts, accounting fundamentals, and practical applications in business environments.
United States History

United States History

I have extensive experience conducting research, analyzing information, and presenting findings in professional and academic settings. My educational background and professional career have strengthened my ability to evaluate historical events, understand cause-and-effect relationships, and communicate complex topics clearly. I enjoy helping students develop critical thinking, research, and writing skills while building a deeper understanding of U.S. history. My tutoring approach focuses on making historical topics engaging, organized, and easy to understand.
USCIS

USCIS

My name is Johnathan, and I help students prepare for the USCIS naturalization process, including the civics test, English requirements, and citizenship interview. I provide structured instruction on U.S. history, government, and civics topics covered by USCIS, while helping students build confidence in answering interview questions clearly and accurately. My tutoring approach focuses on understanding the material, practicing real interview scenarios, and developing effective study strategies tailored to each student's needs. I have experience working with diverse learners and helping them prepare thoroughly for every stage of the naturalization process.
Calculus
General Computer
GMAT
GRE
LSAT
Macroeconomics
Managerial Accounting
Microsoft PowerPoint
Microsoft Word
Physics
SAT Math
SAT Reading
SAT Writing
Series 7
Spanish
SQL
Statistics
TOEFL
Johnathan O.'s Photo

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Hourly Rate: $63
Response time: 15 hours
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