Jonathan Kogan

Miami FL | New York NY | Cleveland OH

(e): kogan@hey.com

(p): +1 (440) 903-9161

(l): linkedin.com/in/ownershipeconomy

(w): ownershipeconomy.substack.com

Summary

Experienced in scaling startups, building teams from the ground up, improving operational efficiency, and helping turnaround underperforming organizations.

My approach is founded on the thesis that the fundamentals necessary to create a successful business are often overlooked or undervalued, but when focused on, can improve financial performance. Simply put: people first.

The fundamentals include individual & team development, great internal communication, optimal time management, implementation of key decision-making frameworks, accountability, trust, and the relentless pursuit of working with the most talented — and fun to work with — people in the world.

When entire teams are on the same page, it’s truly special what can be achieved.

Core Values:

• Lead with Honesty
• Act with Integrity in everything we do
• Radical Transparency across the organization
• Act with Genuine Kindness (Put People First)

Core Competencies:

Execution, community building, content strategy, growth hacking, process improvement, no-code, podcasting & audio distribution, platform implementation & integration, startup operations, change management, and business development.

Experience

Co-Founder & CEO

The Ownership Economy (prev RPA Tools)

Feb 2020 - Present (2 years 2 months)

The Ownership Economy is dedicated to helping startups, small businesses, and high-growth organizations automate repetitive, mundane tasks that costs enterprise companies hundreds of thousands if not millions of dollars every year, but at a fraction of the cost.

Strategic Advisor

Stackby

Jun 2020 - Present (1 year 10 months)

Stackby is a collaborative spreadsheet database hybrid that empowers anyone to create their own workflows and automate it via third party integrations. No coding and training needed.

Strategic Advisor

Automatio

Feb 2021 - Present (1 year 2 months)

Automatio is most powerful no-code web automation tool which give you ability to create bots, scrapers, prices monitors.

Fellow

On Deck

Jan 2021 - Apr 2021 (4 months)

Member of the inaugural No-Code Fellowship with 150 others from all around the world. The very first no-code cohort! #ODNC1

Entrepreneur In Residence

Mixonium

Dec 2020 - Nov 2021 (1 year)

Get in the MIX! Also, just so you know, we have expert content managers and a studio if you’d like some professional services to optimize your content strategy. Leading corporations, non-profits, universities, and even U.S. Special Operations have discovered the Magic of MIXONIUM. So jump in, with whichever approach works for you!

Entrepreneur In Residence

Draper University

Mar 2021 - Jun 2021 (4 months)

The Draper University Venture Accelerator brings together entrepreneurs that are creating solutions that help communities and economies recover from the devastating socioeconomic effects of the pandemic.

Head of Business Strategy

Cater2.me

Sep 2019 - Jan 2020 (5 months)

At Cater2.me, our mission is to build community through shared meals. But we’re not only focused on the bonds we build at the companies we serve – we’re also committed to strengthening the local business communities in each of our markets across the country.

Chief Operating Officer

Alley (Alley Powered by Verizon)

Dec 2017 - Sep 2019 (1 year 10 months)

Hired as the first VP of Finance & Operations — which later became COO — to help turnaround the company with 4-months of runway.

Responsibilities included, but not limited to, people operations (i.e. growing from within, recruiting, hiring at the executive level), bring the financial operations in-house for the first time built from the ground up, help raise capital within 3-months from blue-chip investors, create an equity structure for all current and future employees (i.e. granting options), and was the main contact with the board and investors, but also day-to-day internally, operating the organization.

Partnered with Verizon on the first ever 5G Innovation Lab and co-create the startup incubator for companies that will use 5G technology to build their business.

Alley is backed by Verizon, Entrepreneur Media, and Chasella.

Worldwide Financial Controller

XumaK

Nov 2016 - Dec 2017 (1 year 2 months)

XumaK, the first Adobe Business Partner, is a digital consultancy that provides cutting-edge e- commerce, analytics and mobile solutions, which are easy to use, quick to install, and cost effective.

Hired as the first Financial Operations Executive (referred by RED Strategy Group) of a 140-person technology company with offices in Canada, USA, Colombia, Mexico, and Guatemala. Developed new systems and processes for better communication and improved efficiency.

XumaK was acquired.

Director Of Finance And Operations

LM Holdings | Metals and Mining Business Unit

Nov 2014 - Oct 2016 (2 years)

LM Holding's is a family office with investments in operating businesses, and they wanted to grow their metals & mining operations. LM invested in iron ore concentrate from previously mined ore reserves, technology, and industrial steel mill services for steelmakers around the world.

In my two years there, we went from having two locations, no logistics infrastructure to deliver the materials, no proprietary technology, and $3 million in revenue to over $30 million in annual revenue (with a huge growth trajectory), within two years. We also became profitable after my first month and continued with 24 consecutive months of increased revenue and profits.

LM was acquired.

Financial Operations Manager

Yieldmo

Jul 2013 - Nov 2014 (1 year 5 months)

Yieldmo is saving the world from bad mobile ads. We think ads should look great and work great. We combine the best of design and data to invent new formats, ruthlessly optimize them, and deliver unprecedented results.

Hired as the first Finance employee, reported directly to the Co-Founder/CFO, and oversaw all financial operations aspects of the company.

Yieldmo is backed by Google Ventures, Time Warner Investments, and Union Square Ventures.

Senior Associate

PwC

Aug 2011 - Jul 2013 (2 years)

Provided a full range of US advisory services for the US expatriates including US tax planning, preparation of the required US Federal income tax returns and estate planning.

International Tax Structuring Mergers and Acquisitions Transfer Pricing Compliance Services Captive Life Cycle

Education

The Ohio State University

Bachelor of Science and Business Administration - BSBA, Honors Accounting

2007 - 2011

• Bachelor of Science & Business Administration in Accounting from the Honors Accounting Program (38 students are selected per class and work more collaboratively than the standard Accounting Program at Fisher Business School).

• Ranked #3 program in the country at the time of graduation.

• The Ohio State University Fisher College of Business

Licenses & Certifications

• Advanced RPA Developer Certification - UiPath (Issued Apr 2019 - Expires Mar 2020)
• Certified Management Accountant (CMA) - Certified Management Accountant: CMA®

• Financial Accounting Foundations - LinkedIn Creating a High Performance Culture - LinkedIn Digital Transformation - LinkedIn

• Data Analytics for Business Professionals - LinkedIn

• UiPath: Robotic Process Automation (RPA) - LinkedIn

• Blue Prism: Excel Automation - LinkedIn

• QuickBooks Pro 2020 Essential Training - LinkedIn

• Microsoft Power Automate: Advanced Business Automation - LinkedIn RPA, AI, and Cognitive Tech for Leaders - LinkedIn

• Excel for Accountants - LinkedIn

• Cert Prep: Excel Expert - Microsoft Office Specialist for Office 2019 and Office 365 - LinkedIn

• Excel VBA: Process Modeling - LinkedIn

• Foundations of The Fourth Industrial Revolution (Industry 4.0) - LinkedIn Strategic Thinking - LinkedIn

• Operational Excellence Foundations - LinkedIn

• Creating a Culture of Strategy Execution - LinkedIn

• Pitching to Investors - LinkedIn

• Microsoft Power Apps: AI Builder - LinkedIn

No-Code Solutions for Websites and Apps - LinkedIn

Skills

Business Growth Strategies • Operational Excellence • Business Process Management Automation • Accounting • Leadership • Financial Operations • Business Strategy Management • Organizational Culture

Honors & Awards

Graduate of the Honors Accounting Program From The Ohio State University

June 2011

The Accounting Honors program teaches analytical thinking and strong communication skills, which push students to think outside their comfort zone.

Such an innovative teaching strategy by the department's best faculty has direct application in the business world and will ensure success in a rewarding and diverse career path.

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