Functional Skills
Business Planning
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Sector Experience
Financial Services
Healthcare
Technology
Experience
MDHearingAid
Finance
CFO
1/2019 - Present
CFO of a PE backed direct to consumer hearing aid company
Alta Springs Ventures
Management Consulting
Consultant
8/2017 - 12/2018
I provide financial consulting services from startups to large companies in various industries.
Fidelity Investements
Other
Finance Director
8/2014 - 7/2017
I was finance decision support for the technology enterprise infrastructure group.
• P&L oversight, governance, and management of tech divisions representing $100M+ of expense; exceeded all fiscal targets during tenure.
• Executed financial analysis on $50M+/year of investments; Savings of $5 -$15M per year.
• Set target savings goals for multi-year planning; reduced planned spend $90M+/year in under 3 years.
• P&L oversight, governance, and management of tech divisions representing $100M+ of expense; exceeded all fiscal targets during tenure.
• Executed financial analysis on $50M+/year of investments; Savings of $5 -$15M per year.
• Set target savings goals for multi-year planning; reduced planned spend $90M+/year in under 3 years.
Fueldrop
Start-Up
Consultant
10/2016 - 3/2017
I worked for an on-demand gas service an MIT based start-up and student award winner for the MIT $100K Entrepreneurship Competition.
I modeled a pro forma of the financials, sized the addressable market, provided pricing strategy, created pitch deck materials, and pitched investors.
I modeled a pro forma of the financials, sized the addressable market, provided pricing strategy, created pitch deck materials, and pitched investors.
Fidelity Investments
Other
Finance Project Manager
6/2012 - 8/2014
Rotational program composed of 4 rotations across different business units to develop future finance leaders
• Priced 30+ 3rd party mutual fund deals; $100M+ yearly revenue impact to the firm.
• Developed $20M+ sales plan for a relationship management team; goal surpassed for 2013.
• Managed finance associates and partnered across business units to implement $7M of improved profitability in the institutional clearing and custody business.
• Priced 30+ 3rd party mutual fund deals; $100M+ yearly revenue impact to the firm.
• Developed $20M+ sales plan for a relationship management team; goal surpassed for 2013.
• Managed finance associates and partnered across business units to implement $7M of improved profitability in the institutional clearing and custody business.
Plot.ly
Start-Up
Consultant
6/2014 - 7/2014
I've consulted on a data visualization company 's pitch deck (Plot.ly), which then went onto raise $5.5M in funding and named one of top data visualization tools.
Aerial BioPharma
Start-Up
Business Development Intern
5/2011 - 8/2011
I reported directly to the President/COO on multiple business development projects.
• Formulated a fundraising strategy of $18M across 4 holding companies with $9.5 M raised and includes 1 successful exit worth up to ~ $4ooM.
• Created a M&A package, included identifying potential acquirers and comparable deals; modeled valuation at over $100M.
• Formulated a fundraising strategy of $18M across 4 holding companies with $9.5 M raised and includes 1 successful exit worth up to ~ $4ooM.
• Created a M&A package, included identifying potential acquirers and comparable deals; modeled valuation at over $100M.
Various
Other
Scientist/Research Associate
11/2004 - 5/2010
I spent 5+ years in biotech as a R&D scientist working on diagnostic tools detecting pre-cancerous biomarkers, and bioterrorism agents.