Jonathan Bohrer Email & Phone Number

New York, US

Abacus Group is a leading provider of hosted IT solutions and service focused on helping alternative investment firms by providing an enterprise technology platform specifically designed for the unique needs of the financial services industry. The innovative and award-winning Abacus Cloud platform allows investment managers to source all technology needs.

New York, US

New York, New York, US

• CONVERGEX GROUP, New York, NY May 2008 – June 2014 Managing Director – Finance (Deputy CFO) Executive Committees: New Product Development Committee; Capital Investment Committee (Chairman) FinTech broker dealer now.
• Strategic leader for growth oriented FinTech broker dealer; navigating the company through several acquisitions, and divestitures, leading up to it’s acquisition by Cowen Securities, was ultimately acquired by TD.
• Head of acquisition & divestiture strategy; evaluated more than twenty potential acquisitions over 5 years resulting in 5 closed deals including the penultimate sale of EzeCastle Software to TPG Capital Partners in 2013
• Managed a dual track effort at creating a liquidity event through an IPO or private sale which included ownership of financial model for equity analysts; significant contributing author to the S1 Registration Statement.
• Led a team that produced all business analysis, management reporting and external reporting, budgeting and forecasting for the benefit of the executive team, the board of directors, ratings agencies, lenders, private.
• Owner of all financial technology as well as other operational systems such as the internal CRM used to facilitate cross selling efforts within operating units of the company

New York, NY, US

• AMERICAN EXPRESS, New York, NY Sept 2002 – March 2008 Director, Finance, AMEX International, Small Business, & US Consumer Card
• Conducted Long Range Planning for senior management of 5 global business units including Consumer and Corporate Card, American Express Bank, Global Corporate Travel & Merchant Services
• Managed a team responsible for analyzing Country and product profitability for 26 markets across Asia, Europe & Latin America. Provided strategic & tactical guidance to country CEO’s and CFO’s on performance resulting.
• Led a project team to create analytical frameworks for comparison of product performance globally; project included existing portfolio performance as well as investment processes for newly developed and recently.
• Designed, implemented and maintained the business unit performance evaluation process for ROE under the economic capital framework; made recommendations for improvement to margin, yield, leverage driving a 400bps.

Boston, MA, US

• GENERAL ELECTRIC COMPANY, Shelton, CT & Atlanta, GA June 1996 – June 2000Senior Manager, GE Global Services Operation
• Graduate of GE Corporate Entry Leadership Program
• Managed rate negotiations for all modes of transportation globally including truckload, ocean, ground parcel & air resulting in net decreases for 3 straight years averaging 3% annually; managed administration of the.
• Negotiated & executed contracts with freight carriers for GE businesses including GE Capital, Plastics, Motors, NBC, Locomotives, Lighting and Appliances

Mba, Finance

Bs Management, Supply Chain Management