ABOUT ME
Hi:) My name is Jon Schwartz. I'm an accomplished operations and finance leader dedicated to combating climate change and advancing social justice. I have 20+ years in executive team roles at prominent venture philanthropy-backed organizations that have successfully achieved meaningful scale and impact. With C-suite experience in a variety of sectors and industries, including retail, education, climate, and philanthropy, my passion and strength center around helping rapidly growing organizations and entrepreneurial CEOs develop the systems, processes, and talent practices necessary to scale with excellence. Want to know more? Click here.
WHAT IS A FRACTIONAL COO/CFO?
If your company is growing rapidly and you need someone to help level up your finances or scale your operations, but you’re not ready to hire a full-time employee, you may need a fractional COO/CFO. A fractional COO/CFO is an experienced business executive who provides services for companies on a part-time hourly or flat fee monthly retainer basis. Fractional COOs/CFOs most commonly partner with organizations attempting to scale with excellence by helping them address financial challenges, achieve growth, optimize strategy, implement systems, raise new capital, or navigate complex transactions. Want to know more? Click here.
MENU OF SERVICES
While clients' needs are seldom exactly the same, here are some of the most frequently requested services I provide. Want to learn more? Or don't see what you are looking for? Reach out using the book a consultation button above to discuss whether my services could be a good fit for your purpose-driven venture.
Finance
Budgeting, Forecasting, Cash Flow, Audit, Financial Reporting, Banking, Treasury Mgt, Investor Relations
Sales & Capital Raises
Sales, Customer Success, Rev Ops, Venture Debt, Equipment Financing, Capital Raises
Ops, HR, Legal, Tax
Payroll, HR, Legal, 401k, Benefits, Biz Insurance, R & D Tax Credit, Annual Taxes, Vendor Selection
Progress Monitoring
Annual Planning, Objectives & Key Results (OKRs), Key Performance Indicators (KPIs)
Strategy
Go-to-Market, Product Market Fit, Landscape Analysis, Strategic Partnerships, Corporate Development
Special Projects
Special Projects, Pilot Initiatives, Internal Comms, Exec Team Meeting Planning, Knowledge Mgt