Jonathan Mullen, CFA has extensive work experience in finance and accounting roles. Jonathan currently holds the position of Director - Finance, Accounting & Analytics at Duncan Family Farms, LLC, where they have been since 2023. Prior to that, they were a Manager - Finance, Accounting & Analytics at the same company from 2021 to 2023. Jonathan also worked as a Financial Planning and Analysis Manager at Duncan Family Farms from 2020 to 2021.
Before joining Duncan Family Farms, Jonathan worked at Intel Corporation as a Senior Financial Analyst from 2019 to 2020. Prior to that, they held the position of Director Of Finance And Accounting at The Pet Club from 2018 to 2019. In this role, they oversaw various finance and accounting functions and implemented several improvements, including fixed asset tracking and enhanced A/P processing.
Jonathan also has experience as a Chief Financial Officer (CFO) & Vice-President at Repwest Insurance Company from 2017 to 2018, where they oversaw the accounting, treasury, budgeting, and reporting functions. Jonathan managed a team of 11 employees and guided investments on a $330M portfolio.
Their earlier experience includes roles at U-Haul International, Inc., where they served as a Senior Financial Analyst, Supervisor Financial Analysis, Business Analyst (Storage Group), and Financial Analyst from 2008 to 2017. In these roles, they maintained reports, analyzed performance trends, and developed decision-making tools.
Overall, Jonathan Mullen, CFA has a strong background in finance, accounting, and analytics, with a focus on financial planning and analysis, budgeting, and reporting. Jonathan has demonstrated their ability to implement improvements and lead teams effectively.
Jonathan Mullen, CFA holds multiple degrees and certifications in the fields of finance, economics, and analytics. Jonathan obtained a Bachelor of Science (B.S.) degree in Economics, Finance, and Computational Mathematical Sciences from the W. P. Carey School of Business – Arizona State University in 2009. In 2014, they pursued a Master's degree in Predictive Analytics at Northwestern University, which they completed in 2020. Additionally, in 2015 and 2016, they earned a Master's degree in Accountancy from Kansas State University.
Jonathan has also attained various certifications throughout their career. In 2016, they became a Certified Treasury Professional from the Association for Financial Professionals. The following year, they achieved the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute. In 2017, they obtained the Certified Corporate FP&A Professional certification from the Association for Financial Professionals. In 2016, they became a Certified Management Accountant through the Certified Management Accountant: CMA® program. Most recently, in 2020, they received certification in Deep Learning: Image Recognition from LinkedIn.
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