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Highly accomplished global Senior Financial Executive with proven competencies in Corporate Development and expertise in Strategic Financial Planning. Fosters productive partnerships with internal stakeholders and clients, resulting in the attainment of corporate goals.Focused on corporate objectives and strategic planning to directly impact the success and growth of the organization.
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Chief Financial Officer (Acting)Ink & Roses Oct 2018 - PresentNew York, Ny, Us -
Chief Financial OfficerThesys Technologies, Llc Aug 2016 - Oct 2018New York, Ny, UsThesys Technologies, LLC. is a capital markets technology leader with a focus on Market Structure Technology, providing high performance trading technologies and big data solutions to financial market participants. -
Chief Financial OfficerVance Publishing May 2014 - Jun 2016Lincolnshire, Il, UsPartnered with CEO, President and senior management on company-wide Print to Digital transition strategy to enhance profitable and growth. Key Contributions & Results• Successfully led and completed the sale of Vance's three business units to three strategic buyers. The deal completed in 2016.• Implemented the process of calibrating operational performance metrics to financial performance measures resulting in improved net income performance and cash flow.• Created monthly financial review meetings with directors to reconcile operating results to financial performance and created culture of accountability among senior management tea• Implemented a new ERP, Planning/Budgeting tool and Customer Relationship Database (CRM) to help us more effectively manage the business -
Advisory GroupPwc Feb 2012 - May 2014GbFocus was primarily on Financial Services clients and specialize in complex finance transformation initiatives that involve technology-enabled process improvement and implementation of enterprise wide systems. -
Managing DirectorRudder Capital Llc Jun 2008 - Feb 2012Provide on-site consulting for clients in areas such as revenue growth, cost reduction, M&A, support processes and business operation. Assignments included:1. Chief Financial Officer (Acting) - Grapevine Technologies August 2011 – February 2012 Created the foundation of business plan for a start-up social media platform including a three year plan for financing requirements. 2. Chief Financial Officer (Acting) The Concept Farm March 2010 – August 2011 Provided a bottom-line growth strategy for an award winning advertising agency including implementation of growth and revenue-generating opportunities. 3. Head of Finance (Acting) RiskMetrics Group June 2008 – November 2009 Provided strategic planning and development of long-term financial projections for the CFO, CEO and Board of Directors. -
Director: Financial Planning And Analysis Global Private ClientMerrill Lynch Sep 2004 - Jun 2008New York, Ny, Us1. Worked closely with the CFO, COO and business heads of the Global Wealth Management (GWM) groups including Private equity, Hedge Funds and Core Banking to provide business and financial analysis to support the strategic decisions that managed and grew the firm.2. Member of the Financial Globalization Initiative (FGI) team that implemented and launched an Oracle financial platform in Europe, Asia and the U.S. -
Vice President: FinanceInstinet Incorporated May 1999 - Sep 2004New York, Ny, Us1. Provided global strategic and business planning for the largest Electronic Communications Network 2. Managed the finance team for the Fixed Income Initiative. Partnered with the Sales, Marketing, Legal, Technology and Trading Desk in both New York and London to help create the first global electronic trading platform for Fixed Income products. -
Associate Vice President: Strategic Planning, Private Client GroupJ.P. Morgan May 1997 - May 1999New York, Ny, UsFacilitated the development of processes to enhance the growth of the Private Client Group including a Client Segmentation model enabling to group our clients for more efficient client service. -
Senior Financial Analyst: Business Planning, Finance DeptMoody'S Investors Service Oct 1989 - May 1997New York, Ny, Us1. Developed in-depth analytical studies and financial analysis to enhance the strategic planning process for one of the largest Credit Rating Agencies. 2. Conducted financial research for use in determination of credit risk for corporate debt.
Jonathan Schwartz Education Details
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The George Washington UniversityEconomics
Frequently Asked Questions about Jonathan Schwartz
What company does Jonathan Schwartz work for?
Jonathan Schwartz works for Ink & Roses
What is Jonathan Schwartz's role at the current company?
Jonathan Schwartz's current role is SENIOR FINANCIAL EXECUTIVE.
What is Jonathan Schwartz's email address?
Jonathan Schwartz's email address is puck0102@me.com
What is Jonathan Schwartz's direct phone number?
Jonathan Schwartz's direct phone number is +184763*****
What schools did Jonathan Schwartz attend?
Jonathan Schwartz attended The George Washington University.
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