JONATHAN FICHMAN – MBA, Six Sigma Black Belt & Certified in Product Management
305-***-**** ********@*****.*** LinkedIn Fort Lauderdale, FL, 33322
Operations Leader - Startups & Corporations
Inspires Startup Thinking to Help Organizations Monetize Data, Leverage Strategy, & Thrive
A hands-on leader who is a digital builder at heart, technically curious, & committed to creating efficient, profitable and client / employee happy companies. Extensive international and domestic experience in diverse industries of public, private and non-profit companies, and served as a board member of a NASDAQ listed company. An expert in translating product vision, digital design and strategy into outcome focused roadmaps that communicate clear direction & digital product priorities across the organization. Enjoy working as a hands-on "roll-up your sleeves" leader.
P&L Management Decentralized Applications Smart Contracts Web3 Marketplaces DeFi AI SaaS
Digital Transformation Risk & Compliance Product Management Financial & Data Analysis Board Member Payments Data Engineer Project Management Marketing Expert Policy & Design Implementation Visual Data Analysis
-HIGHLIGHTS -
Former Board Director of a NASDAQ listed company.
Entrepreneur: Advised, and/or managed 100 plus startups with a payment company exit.
Increased revenues and operational efficiencies at all roles.
Lead enterprise-e-wide digital transformation by scaling teams, building operations, managing / marketing awesome products, as well as diagnosed product customer issues.
$100M P&L experience in large / middle-market, smaller business, or highly entrepreneurial organizations.
Fortune 500 Companies: Led multiple teams (1600 people) achieving $50 million in revenue & operational savings (re-engineering & improving processes driving efficiency).
Adjunct College Professor at a top 5 international business school.
Saved over $50 million in annualized costs through operational digitalization and process management.
Managed international Finance Analyst compensation packages, creating multi-million-dollar revenue gains.
Oversaw annual budgeting & audit; managed/mitigated the organizations legal risk and governed all compliance related issues; ensured budgets and financial allocations were aligned to organizational strategic priorities.
PROFESSIONAL EXPERIENCE
Kabot Advisors Fort Lauderdale, FL 2015 – Present
Managing Director
Provide digital transformation operational, financial solutions, product / project management & marketing for tactical execution of business strategies. Great knowledge and experience in many diverse industries: logistics, cryptocurrency, B2B payments interoperability, artificial intelligence, blockchain, FinTech, SaaS, applications, payments, cloud, entrepreneurship, Wall Street, POS, wealth management, banking, consumer, blockchain, government, & non-profits.
Led companies in diverse industries such as crypto currency to over 20% revenue growth.
Achieved over $500 million in company valuation for a company founder.
Increased strategic client product growth for multiple companies over 20 times.
Constructed financial models, improving business growth & investments growth by 30 times.
Secured funds of over $30 million capital-raising.
Florida International University Miami, FL 2017 - Present
Adjunct Professor
Teach senior level Entrepreneurship (startup) and International Management courses.
Linked real-world business experience to academic theory by not only teaching, but also mentoring students.
Coached student team to first place win amongst hundreds of teams in an international business simulation game.
Jonathan Fichman 305-***-**** ********@*****.*** LinkedIn Fort Lauderdale, FL, 33322
Fiserv Fort Lauderdale, FL
Head of Product Operations Management 2019 - 2022 Led a multi-million corporate dollar SaaS product for a $15 billion FinTech.
Directed digital product planning and releases of $100M division while increasing sales by 10%.
Established customer centric request systems for submitting requests yield very high satisfaction rates.
Increased client retention and new clients by over 10% guiding the organization to develop, implement and improvement of smart contracts, B2B payments interoperability, go-to-market strategies, and the overall user experience.
Built and designed the team through management projects such as recruiting, training, writing team policies, defining team processes, or other organizational improvements leading to great execution & world class client product status.
Used Agile to project manage the technology development team achieving shorter development, enhancing digital platform health and low error rates.
Collaborated with cross-functional teams including digital product owners, design strategists & data science analysts resulting in awesome product delivery and client satisfaction (95%).
Net Element North Miami, FL 2018 – 2020
NASDAQ listed company (NTSE) – A credit card, point of sale and payments company.
Board Member - Served on the following Board Committees: Audit, Nominating and Governance, and Compensation.
Maintained Sarbanes Oxley requirements / Grew company revenue to over 5% / Reduced expenses by over 10%.
Bank of America Merrill Lynch (NYSE: BAC) Fort Lauderdale, FL 2005 – 2015
Senior Vice President Strategy & Execution – International Wealth & Investment Management (2010 – 2015)
Responsible for operations throughout Europe, Asia, and Latin America. Co-managed a $100M budget for day-to-day international operations of 1600 persons. Project managed many small and large projects.
Created new digital lending international wealth mgmt. SaaS product, increasing first year revenue by $2 million.
Led multiple high performing teams achieving over $50 million in revenue and operational savings.
Reviewed and developed blockchain and smart contracts to help clients with trade finance products for big savings.
Divested international wealth mgmt. division to Julius Baer, Switzerland company, achieving millions in revenue.
Managed international Finance Analyst compensation packages, creating multi-million-dollar revenue gains.
Ensured compliance with domestic and international regulations governing antitrust and risk management.
Senior Vice President - International Wealth & Investment Management, Australia & China (2007- 2010)
Led very large project and project managed teams located in Japan, UK, Australia, US and Singapore.
Set up Australian fixed income trading desk within a record breaking three months while living in Sydney, Australia.
Established a Chinese banking charter while living in Shanghai.
Integrated U.S. & international acquisitions (Merrill Lynch, US Trust & LaSalle) yielding over $60 million in revenue gains during the first two years.
Synchronized large-scale organizational change management efforts yielding 10% revenue growth activity.
Formed an India based client / employee US Trust support center increasing customer response time by 40%.
Vice President – Corporate Business Banking (2005 – 2007)
Supported corporate leadership within all functional areas by leading both Six Sigma and finance-based projects.
Designed & led process management projects yielding millions of dollars in corporate savings & customer benefits.
Established an India based center for financial modeling, decreasing employee costs by 25%.
Jonathan Fichman 305-***-**** ********@*****.*** LinkedIn Fort Lauderdale, FL, 33322
Cherry Hill Township Cherry Hill, NJ 2003 – 2004
Head of Operations
An affluent municipality of 100,000 people with an operational budget of approximately $280M. Managed a team for digital strategies, operational, risk, and purchasing activities with over $100M in P&L responsibility.
Saved over $500K in costs / Published a state purchasing card manual / First in state to sell seized assets over Internet.
Actrade Financial Technologies New York, NY 1999 - 2003
Vice President, Operation Head
A startup FinTech company - Trade finance, business-to-business payment SaaS tool. Firm exit: sold to Siemens.
Managed a $5M P&L for one of the first-ever digital B2B payment companies.
Carson Group New York, NY 1997 - 1999
Senior Transportation Analyst - Reported to a senior partner
Wall Street Investor relations/ investment banking consulting company. Firm sold to Thomson Financial.
Focused on Fortune 50 transportation companies.
Assisted in increased daily stock trading knowledge by accurately advising senior level corporate executives.
Established key buy-side and sell-side relationships leading to great company coverage.
Attracted new Fortune 100 transportation companies as clients.
EDUCATION / CERTIFICATIONS
Master of Business Administration (MBA) - University of Miami Business School
Bachelor of Arts (BA) – George Washington University
Six Sigma Black Belt (AI and Engineering) - Bank of America / Merrill Lynch
Benchmarking Certification – Bank of America / Merrill Lynch
Digital Product Management / Marketing Certifications - Pragmatic Institute
Entrepreneurship Mentoring Certification - Massachusetts Institute of Technology