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Jonathan Swartz

SR. MANAGING DIRECTOR

Jonathan is a versatile finance executive with more than 25 years of experience spanning Big 4 firms and global private and public companies. He brings a track record of delivering transformation across finance, FP&A, internal controls, and M&A—including interim leadership roles such as CFO and audit lead during acquisitions and restatements. Jonathan has deep expertise in financial modeling, forecasting, risk management, and Sarbanes-Oxley compliance, and has conducted fraud investigations using data analytics. His cross-industry experience includes healthcare, financial services, manufacturing, and construction. Technically fluent across ERP and analytics platforms such as NetSuite, SAP, JD Edwards, PeopleSoft, Hyperion, and Cognos, Jonathan builds high-performing teams and streamlines financial operations to drive long-term strategic outcomes.

EDUCATION
  • Master of International Economics & Finance – Brandeis University
  • Master of Business Administration, International Business, Student Exchange – Chinese University of Hong Kong
  • Bachelor of Arts in Economics – University of Connecticut

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