JT Watson Financial LLC provides CFO Consulting, Interim CFO Services, FP&A Consulting, Investment Consulting, Asset Management, CPA & Accounting Services, and Strategic Management Consulting.
AREAS OF EXPERTISE:
• Interim CFO services
• Corporate Financial Planning & Analysis
• Comprehensive Financial Modeling
• Mergers & Acquisitions
• Venture Capital
• Private Equity
• Hedge Funds
• Company Valuations
• Financial Due Diligence
• Budgeting & Financial Controls
• Financial & Investment Planning
• Tax Planning
• Portfolio Management
• Asset Allocation
• Risk & Credit Management
• Tax & Liability Management
• Investment/ Securities Analysis (IRR, ROI, NAV, CF, etc.)
• Retirement Planning (401K, IRA, Roth IRA, SEP IRA, etc.)
• Real Estate Investment & Financing
• Investment Banking
• Cash Flow Analysis
• Balance Sheet
• P&L
• Forecasting
• Entrepreneurial Business
• Variance analysis
• SWOT Analysis
• Audit Preparation & Review
• Commercial Banking
• Executive Presentations
• Project Management
• Administrative Management
• Treasury Management
• Financial Literacy Education
• Money Management Education
J. Tully Watson has over 20 years of experience in financial and investment management. He is an internationally recognized industry expert in finance, investments, investment banking, institutional asset management, private wealth management, private equity, venture capital, hedge funds, financial planning & analysis, accounting, and strategic management. Over the course of his career, Mr. Watson has worked for several top tier financial institutions including GOLDMAN SACHS, NOMURA SECURITIES INTERNATIONAL, and MERRILL LYNCH. He has developed, integrated and implemented numerous systems and programs to ensure efficient and effective operations as well as financial/ investment/ accounting management strategies that directly affect the bottom line.
The breadth of Mr. Watson's experience includes managing hundreds of billions in bond portfolio assets at the investment banking and brokerage firm Nomura Securities International in his early career, achieving the rank of #8 Financial Solutions Advisor in the entire United States while at Merrill Lynch, then moving on to become founder and CEO of JT Watson Financial LLC - a successful financial and investment consulting company based out of Los Angeles, specializing in corporate and investment finance, asset management, M&A, due diligence, strategic financial evaluations, accounting, and CPA services.
Some additional attributes that Mr. Watson takes pride in are that he has an eye for moving any business forward to capitalize on its potential for profitability through in depth analysis, planning, and implementing streamlined standard operating procedures that maximize the organizational efficiency of financial resources in a cost effective manner. His abilities for critical strategic thinking based on fundamental business practices and trends, an impeccable focus on details, relationship building, anticipating and adapting to change, while effectively communicating are some of his greatest strengths in financial management. He has a proven track record of determined achievement, always meeting goals and deadlines, and developing creative problem-solving techniques. He understands and values the importance of short and long-term strategic planning, ethical integrity, confidentiality, diplomacy, returns on investment, and sustainable business practices.
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Monday - Friday: 9am - 5pm
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