Jonathan Race, MBA in

Jonathan Race, MBA

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Director of Finance And Operations at Balsamiq
📍 San Diego County, California, United States

Jonathan is the Director of Finance and Operations at Balsamiq, a seasoned professional with expertise in financial planning, data modeling, and business intelligence. A graduate of Cal Poly and holding an MBA from the University of San Diego, he has a strong track record of developing comprehensive forecasting processes from the ground up.

Described by colleagues as talented, detail-oriented, and a person of utmost integrity, he is trusted to deliver excellent results with minimal supervision.

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Experience
18 Years
Current Role
Director of Finance And Operations
Job Level
Mid-senior
Location
San Diego County, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Jonathan cares about

SaaS Financial Operations
His role at Balsamiq involved managing financial operations specifically for SaaS business models, including revenue recognition, subscription billing, and churn analysis.
Financial Modeling
He developed new forecasting and dynamic revenue models from the ground up at previous companies like Astrey and Lytx, Inc.
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Career

Work history

7-2023
Director of Finance And Operations
Balsamiq
8-2022 - 7-2023
Business Manager
Balsamiq
4-2022 - 7-2022
Finance Team Lead
Astreya
3-2020 - 4-2022
Financial Analyst IV
Astreya
7-2017 - 3-2020
Senior Financial Analyst, FP&A
Lytx, Inc.
In the press

Media appearances

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Education
Master of Business Administration - MBA
University of San Diego
Bachelor of Science - BS
California Polytechnic State University-San Luis Obispo
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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