CFO and strategist specializing in strategic planning, fund raising, exit strategy and execution, M&A, and general finance and HR serving clients in Biotech, SaaS, Technology and Professional Services.

o Completed exits in software, medical practice, and travel company sectors ranging from $20M to $100M.
o Served as CFO with full accounting, finance, tax, fund-raising, Board reporting, and staff management responsibilities for 25 clients over 4 years. Typically, 4-7 clients at one time.
o Completed 15 fundraisings ranging from $500K - $5M.
o Two year engagement as CFO of $20M services firm. 10X improvement in profitability through $700K of cost reductions, financial modernization, and creation of strategic framework for future growth. Completed diligence for private equity buyer with an offer received.
o Established Board of Advisors framework for Boston based services firm. Invited to and accepted Board member position (also acting CFO).
o Engaged by company seller to assist

Venture capital backed SaaS company focused on artificial intelligence and machine learning. Responsible for all aspects of finance and HR.

o Successfully completed exit via merger in August 2021.
o Completed fund raising rounds in February 2020 and May 2021. Bank note refinanced in March 2020.
o Managed company through COVID, PPP application and forgiveness, and company move to fully remote.

Fully accountable for all aspects of global finance for a privately held, long-term travel provider with operations in eight countries. Interim head of IT September 2016 to November 2017.

o Successfully overhauled all aspects of finance including: pricing, staff reviews, bonus plans, budget process, FX/futures policy and fiscal year close process.
o Resized overall organization to return company to profitability within six months.
o Reduced finance spend by 10% through renegotiating systems contracts and staff realignments.
o Reinvented financial Board deck prioritizing the presentation of operational metrics with concise financial information and relevant KPIs for decision making purposes.

Managed 16 finance and HR staff in the US, Europe, Middle East and China at 50,000 employee, multi-billion dollars Travel and Education Company. Reported to product CFO.

Consultant at largest services firm in the world. Specialized in data analytics and visualization of employment related metrics.

While pursuing a Masters degree, completed a financial and accounting modeling consultancy at a leading Harvard-affiliated medical malpractice insurer.

Took ownership of $50M US based PIPD royalty business for UK headquartered, publicly traded semiconductor firm.

Analyst role at $30M Private Company providing payment and marketing services to digital merchants and network operations.