About Us

• Renowned for driving efficient operations and financial strategies, expertly harnessing diverse data sources to find solutions, and successfully overseeing innovative projects that surpass business targets and generate exceptional revenue growth.

• Demonstrated proficiency in guiding and leading the operational aspects of corporate development, strategy, finance, investor relations, and internal M&A.

• Proven ability in corporate finance within the context of a large-scale organization, as well as through the perspective of private equity, specifically in modeling and valuation for early-stage companies with volatile operational and financial considerations.

• Adept at building sophisticated models to unearth insightful data and express it in a way that best serves the needs of C-level executives and stakeholders.

• A natural leader, communicator, relationship builder, and team player capable of developing high-performing and winning teams across multiple locations to streamline processes, reach KPIs, fulfill challenging initiatives, and exceed corporate goals.

• Providing new venture support to a Houston-based water technology company through strategic partnership, investment modeling, and pitch material development.
• Advised on two separate healthcare deals with a Vancouver-based venture credit firm – starting with initial engagement and following the process all the way to deal close. Provided due diligence support through thought partnership, company and industry research, investment modeling, diligence calls with target company stakeholders and external industry experts. Drafted investment materials and held capital sourcing calls with institutional investors to secure funding commitments.
• Brought in as Head of Strategy to a startup that aims to offer on-demand, temporary childcare facilitated by a mobile app. Conducted in-depth market research, regulatory analysis, and feasibility studies, bringing insights into the target demographics, competitive environment, location analysis, and prospective growth opportunities. Built and maintained solid investor relations by producing concept and investor models and pitch materials.

Director of Reporting and Analytics, Crown Castle (Houston, TX)

Provides strategic direction around the way data and analytical insights are generated and conveyed to operations and financial stakeholders to drive business performance. Manages a high-performing distributed analytical team that provides analytics, operational and financial reporting, and generates deliverables incorporated into executive-level and public-facing reporting.

Chief of Staff and Director of Strategic Growth, GHX (Louisville, CO)

Served as Chief of Staff to the President and CEO of GHX. Collaborated with internal FP&A and private equity ownership to prepare effective financial due diligence models for the GHX Board of Directors (BOD) and private equity investment committees, concentrating on growth, acquisitions, and investment exit scenarios. Generated and disseminated BOD communications and deliverables, taking over project management of the action items following meetings of the BOD Executive Committee. Performed an extensive product and technology study, surveyed internal and external stakeholder groups, and sought the advice of pricing specialists to determine the feasibility of combining the GHX product offering and technological stack. Directed operations and financial reporting in monthly and quarterly business reviews with the CFO and product P&L owners.

Various > Director Strategic Operations, Ascension (St. Louis, MO)

Established thorough analytics and data visualization capabilities that spanned across functional divisions in the organizational structure as part of the “One Ascension” data and analytics strategy. Designed executive dashboards, scorecards, and reports with insightful visibility to define and assess progress against key strategic objectives. Assisted with the Ascension Integrated Scorecard of Operations and Financial Performance, productivity and workforce management dashboards, and Ascension bond rating assessments. Made new measurement procedures and engaged with external auditors to validate the whole system immediate and long-term susceptible compensation plans, coordinating with executive leadership on the plan’s development. Provided operational data, context, and visuals for the quarterly and yearly Investor Relations communications. Headed consultancy projects in numerous fields, including operations and financial strategy, analytics and reporting strategy, workforce analysis and optimization, program and project management, and process improvement. Managed a team of entirely remote Senior Analysts and Project Managers, focusing on team and individual development opportunities in technical, strategic, leadership, and academic areas.

MBA, Finance and Supply Chain Management

Haslam College of Business, University of Tennessee

Graduate Assistant, Department of Finance, Investment Research

Haslam Torch Fund Manager

President, Class of 2009

BBA, Business Administration and Finance

Archie W. Dunham College of Business, Houston Christian University

Member of the NCAA Division I Men’s Soccer Program

Research Assistant, Department of Finance, Investment Research

• Domo Data Experience
• Greenhouse Human Resource Software
• Hyperion Financial Management
• Kronos/UKG Workforce Analytics
• Microsoft PowerBI
• OneStream Reporting and Analytics
• Oracle Business Intelligence Suite
• Oracle Financial Reporting
• PeopleSoft
• Python
• Project Management Professional (Credential 1961993)
• R
• Sigma Computing BI and Analytics Tools
• Tableau Certified Desktop Professional
• WorkBoard Certified OKR Coach

Jonathan Epperson is a passionate outdoorsman and enjoys spending his free time in the mountains with his wife Jess and their puppy Border Collie, Pines. He enjoys a range of hobbies from backcountry skiing to rockclimbing and competes in various cycling disciplines. He channels his exuberance for outdoor movement to help promote awareness for mental health and mental wellness as an ambassador and racer for the Go4Graham Foundation.