Jonathan is a Managing Director in CFGI’s EPM Consulting & Implementation practice, where he leads enterprise performance management initiatives. He focuses on helping organizations design and implement cloud-based EPM and BI solutions that drive financial reporting, planning, and operational efficiency.
Jonathan is a seasoned SaaS executive with extensive experience in hands-on implementation and the sale and support of technology solutions addressing complex business challenges. He has a proven track record of building enterprise-wide technology roadmaps, aligning technical solutions with functional requirements, and driving user adoption and satisfaction. His expertise spans Pigment, Anaplan, Oracle/Hyperion, and other cloud-based EPM platforms, as well as Salesforce, Workday, and ERP technologies. Jonathan has worked across industries including retail, hospitality, healthcare, education, financial services, real estate, and technology.
Jonathan holds a Bachelor’s degree in Finance from SUNY Albany and a Master’s degree in Information Systems from Pace University. He is Oracle/Hyperion EPM certified, Anaplan Model Builder certified, and Pigment Solution Architect certified.