Jacqueline is a frequent speaker on financial management and Cloud (SaaS) technology and is regularly called upon for her expertise by the media and as a conference speaker. Several years ago, JMT migrated most of its internal systems to the Cloud, and after experiencing the benefits of these systems, Jacki has been a leading proponent of Cloud systems for non-profits ever since. Jacqueline has received national recognition with the Technology Pacesetter award in Accounting Today, a Var 100 member, as well as being featured on the cover of Accounting Technology.
JMT continues to be the leading partner for back office systems, annually receiving awards including Abila Presidents Circle, Intacct President’s Club, and Sage’s President’s Circle and Chairman’s Club. Jacqueline has over twenty-five years’ experience in the nonprofit sector. Prior to founding JMT Consulting Group, she was CFO and Comptroller for a number of nonprofit organizations. She has assisted nonprofit organizations with all financial aspects of their business from accounting services and technology to high-level management and board consulting. Jacqueline continues to serve on a number of nonprofit boards and committees in support of their efforts to make a difference in the world.
Tom brings over 15 years of experience with software solutions for not-for-profit and public sector organizations as part of Micro Information Products, Sage and nFocus Software. Tom’s extensive industry and operational experience allow him to guide the overall execution of all aspects of JMT’s business including Marketing, Sales, Delivery and Support.
In addition to his experience in professional services, sales, and business development with software solutions, Tom was Director of Product Management for Sage Software, where he was responsible for new product development for all of their nonprofit accounting and fundraising solutions. Under Thornton’s leadership, Sage MIP Fund Accounting received three consecutive Campbell Awards recognizing MIP’s extremely high user satisfaction.
For over 25 years Rob has been helping businesses develop their sales and marketing departments. Prior to joining JMT, Rob served as CRO for several organizations, developing overall go to market strategy and spearheading growth. Previously, Rob spent nearly 15 years leading sales and channel organizations for Avalara, Sage, and Timberline.
He brings his vast experience to lead JMT’s sales and marketing organization. When not at work, Rob is a busy triathlete; involved in a variety of missions; has a large and growing family; is an avid reader.
In the mid-90’s, Andy helped found a nonprofit organization serving people with developmental disabilities in the St. Louis, MO area. There, he served as Administrative Director until departing to start a small business.
In 2006, Andy found an opportunity to join a consulting firm which was dedicated to the nonprofit sector. This firm was then acquired by JMT Consulting Group in 2008. In the more than a decade of being part of the JMT Team, Andy has helped hundreds of nonprofit organizations more effectively deliver their services to the community.
Carole joined JMT Consulting in 2003 and is responsible for executing on JMT’s goal of extraordinary client services and communication. Carole has had numerous positions within JMT, which has evolved into her current position of the Director of Client Success and continues to foster and maintain client relationships. She is responsible for the onboarding of new clients and is the advocate for existing clients, facilitating excellent customer service. Carole’s knowledge and experience with nonprofits have strengthened the relationships she has with clients while engaging as a trusted advisor to ensure success. She also works with vendors as the liaison as well as internal liaison between Client Services and other departments.
Her prior experience of ten years as a buyer has given her the unique understanding and perspective of the client’s needs and viewpoint. Carole also held the Treasurer position for several local nonprofit organizations and remains active in her community.
Swati has been leading Professional Services teams for more than 10 years and consulting on ERP solutions for over 25 years in various industries including construction, distribution, and manufacturing. Prior to joining JMT, Swati led the Channel efforts for a Construction ERP Solutions provider and was the Director of Client Services for a large Sage VAR in the Northeast. Swati began her career as a Financial Analyst at Citibank in New York City.
In her spare time, Swati enjoys skiing, cooking, blogging, hiking and traveling with her son. She believes that one must be a good listener to understand clearly and deliver the best level of service possible to a client while maintaining a team atmosphere.
Max joined JMT Consulting in 2019 as the Director of Finance & HR. Max leads the overall financial strategy and direction at JMT Consulting, as well as Human Resources. He guides the finance, treasury, accounting and tax functions and develops company policy in pursuit of the company’s aggressive growth strategy. Prior to joining JMT Consulting, Max was the Director of FP&A and Controller at Inspire MD, Inc., a publicly traded biotech company. He also served in a variety of roles at PricewaterhouseCoopers and RSM McGladrey.
Max is a licensed CPA and graduated with honors from The University of Baltimore. When not at work, Max enjoys traveling with his family.
Robert has an extensive 30+ year experience involved in many roles to successfully deliver ERP/Accounting systems to clients worldwide. Robert began his career while a high school student in 1986. In 1998, while in graduate school an opportunity to work with an NFP surfaced and his career was determined. Since then, Blake’s focus has been the non-profit community. Blake began his NFP career supporting and implementing MIP Fund Accounting. Since then Blake progressed through several positions and is currently holds the role of Sage Intacct Practice Manager for JMT Consulting. Robert is responsible for the growth and success of the JMT Sage Intacct Practice.
Blake enjoys traveling, cooking, experiencing new flavors and cuisines, and diving. Robert is fluent in Spanish and holds a master’s degree in International Affairs from Washington University in St. Louis. He believes you should not go to bed without learning at least one thing a day!
As the FP&A Practice Manager, Zachary offers his time as a subject matter expert and experienced end user of the Intacct and Adaptive software to both his colleagues and clients. Before his move to this position, Zachary spent the last 5 years managing a dedicated team of professionals that work tirelessly to manage all of the finance, administrative and human resource needs of the rapidly growing JMT Consulting Group.
Zachary spends his personal time volunteering at numerous local nonprofits, most recently coaching a youth soccer club of inner city kids in the Greater Boston Area for Hill House Community Center.
As Manager of Events and Programs, Melissa’s primary focus is the planning and execution of all aspects of JMT’s event participation – including tradeshows, hosted regional events, and JMT’s annual training conference, INNOVATE. Additionally, she manages a team of Regional Marketing Coordinators as they drive business and support the sales department through event outreach and various business development activities.
She is a Certified Meeting Planner and has been working in the event and hospitality industry for the last 8 years. In her spare time, Melissa spends her time with her husband, their daughter, and their dog, Lacey, exploring all Austin has to offer.