Jonathan Atherley

Valuation & Financial Analysis

• Performed business valuations for an industrial equipment distributor.
• Conducted in-depth financial statement reviews, data analytics, and developed financial models, including market multiples, income, and asset-based approaches.
• Analyzed financial performance, historical growth drivers, profitability, and cash flow sustainability for business plans and financial projections.
• Assisted Audit team with the review of bond valuation models for both corporate and government bonds.
• Assisted Audit team with the review of key inputs applied in business valuation models.

Proposal & Report Preparation

• Drafted and reviewed detailed reports, proposals, and presentations for clients and internal stakeholders.
• Performed competitor, government, and public sector analysis to inform strategic decision-making for investment and restructuring initiatives.

Real Estate & Market Analysis

• Conducted real estate assessments, including reviewing technical reports and providing recommendations for internal valuations.
• Assisted audit team with reviewing over 40 real estate valuations
• Evaluated market trends and provided strategic insights into real estate performance, including liaising with industry agents for accurate market outlooks.
• Developed economic overviews for countries in the Caribbean region.

Due Diligence & Transaction Support

• Supported sell-side due diligence procedures for M&A transactions, including assisting with company valuations and preparing reports.
• Assisted in the analysis of acquisition targets, including market research and industry analysis

• Maintained accurate membership records, applied contributions, and prepared benefit calculations for retirement, death, and termination, while generating and verifying annual pension reports (including ASBPs and pension fund statements) to ensure compliance and accuracy.
• Provided retirement counselling to beneficiaries, supported actuarial valuations and IAS-19 data preparation, and reprogrammed the Pension Benefits Reporting System to improve accuracy and enhance departmental reporting metrics.