Jonathan Kalna
About Jonathan Kalna
Jonathan Kalna serves as the Associate Director Senior Financial Operations Analyst at UBS Investment Bank, where he has worked since 2008. He specializes in financial operations, ensuring accuracy in client reporting and compliance with industry regulations.
Work at UBS
Jonathan Kalna has been employed at UBS Investment Bank since 2008, holding the position of Associate Director Senior Financial Operations Analyst. In this role, he prepares internal wire transfers and journal entries using the SAP system to meet Group Treasury month-end close deadlines. He collaborates with the global COO, CFO, and auditors in a follow-the-sun model to ensure timely completion of tasks. Kalna manages a team of six offshore members, focusing on process reviews, work allocation, and time management. He oversees and approves personnel access to the P&L and balance sheets of both the Investment Bank and Wealth Management divisions.
Education and Expertise
Jonathan Kalna earned a Bachelor of Finance from the University of Connecticut, where he studied from 2003 to 2007 with a concentration in Finance Business/Corporate Studies. His educational background provides a solid foundation for his expertise in financial operations and analysis. This academic experience has equipped him with the necessary skills to conduct monthly, quarterly, and year-end P&L adjustment reviews in collaboration with the CFO and COO offices.
Background
Prior to his current role at UBS, Jonathan Kalna worked as a Financial Research Analyst at Deloitte for a brief period in 2008. His early career experience contributed to his understanding of financial operations and reporting. At UBS, he has developed a comprehensive skill set that includes preparing financial documentation, liaising with internal clients and external auditors, and ensuring compliance with Sarbanes Oxley requirements and other industry regulations.
Responsibilities and Compliance
In his role at UBS, Jonathan Kalna is responsible for the integrity of static and transaction data from trading systems throughout the general ledger. He conducts regular reviews to ensure the accuracy of client reporting and the control environment. His adherence to Sarbanes Oxley requirements and other industry regulations is critical to maintaining compliance in financial reporting, thereby supporting the overall integrity of the financial operations at UBS.