I'M A COMPANY BUILDER
Pivoted media firm from selling subscriber info to third-party advertisers to a subscription organization focusing on marketing education.
2017-2018
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Pivoted the company from monetizing membership through third-party advertisements to a structured marketing training platform
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Mapped operating processes, aligned to revenue streams, and developed product line costs and margins
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Formalized new financial and HR infrastructure; time tracking, P&Ls, accrual-based accounting, KPIs, etc.
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Net Income grew 15%+ annually during my tenure
Finance Lead for the digital transformation of one of the world’s largest scientific organizations.
2021 - 2023
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Recruited by SVP Delivery & Innovation to assess lifecycle costs of peer-reviewed and open-source journals to free up capital for future product development
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Developed & deployed FP&A infrastructure for SVP to manage $125M+ in annual operating expenses
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Created various “highest and beat use of asset” scenarios supported by economic models, financial analysis, and interviews, which streamlined product operations, de-risked dependence on contact labor, and aligned project/product accounting
Turned around a tech-enabled outsourced medical billing firm.
2018- 2019, 2022
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Hired by CEO to turn around business, create stable financial & economic business case, and reduce overspending without additional capital, resulting in a successful company pivot from consumer-facing to B2B
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Earned executive team buy-in, enabling the company to become cash flow positive for the duration of engagement
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Served as HR executive; oversaw the implementation of automation related to employee engagement; surveys, benefits access, directories, etc.
I'M A STRATEGIST
Modernized critical operating processes and increased margins for family-owned produce repacker.
2023
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Recruited by newly hired COO to modernize operations for profitable $100M+ business
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Implemented a new HRIS and ERP system; systematically examined each core business process, streamlined operations, created new workflows, and associated financial processes
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Digitized the entire finance function, migrating from paper-based to digital
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Reduced idle time of production lines by 50% in 6 months by rebuilding produce & materials staging process, which reduced transport time from warehouse to production line
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Created equipment maintenance SOP to promote preventive maintenance & decrease equipment outages
Developed short-term cash flow plan and architected turnaround for a third-party management company of a family resort.
2023
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Facilitated high-volume interviews to analyze raw operational source data and dig into historicals to assess the cause of declining cash flow from operations
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Proposed and analyzed go-forward strategies including spin-off opportunity, cost-savings, and positioning for potential acquisition
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Managed cash flow and cash timing, which streamlined visibility and mitigated catastrophe
I'M A LEADER
Scaled Finance, HR and increased production capacity for an award-winning craft brewery during a hyper-growth period.
2016 - 2017
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Hand-picked by the COO to integrate, professionalize, and scale corporate finance & HR operations
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Built business case that increased in-house production by 30%+ to meet demand & avoid rationing of client orders using staggered shifts & focused production planning to reduce tank/asset idle time
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Integrated distribution and retail operations into multi-site corporate infrastructure
First non-founder executive for a tech-enabled third-party email marketing firm.
2018-2022
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Recruited by CEO to build finance, HR & Operation as the first non-founder hire; grew company to $80M+ in topline annual revenue and double-digit headcount
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Hired, onboarded, and managed a team of seven, including Operations, Accounting, Finance, and HR
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Shepherded partner buyouts, operating agreement rewrites, recaps, etc.
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Designed accounting infrastructure for 35+ disregarded legal entities
Built back office of US subsidiary of EU shopping aggregator.
2013-2024
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Built and managed turn-key Corporate Finance, HR, & Compliance as German Parent Co’s only subsidiary
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Grew infrastructure to manage a headcount of 25+ services US, Mexico 7 Canada
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Led US legal entity sell-side diligence and PE post-sale integrations twice in less than ten years
Led clean-tech start-up through turbulent times as only on-site executive.
2016-2020
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Hired by the CEO & Founder to serve as de facto CFO & COO after CEO’s sudden departure post-investor takeover; promoted to report directly to Miami-based Board of Directors
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Managed staff and leases in greater Boston; led all finance, HR & Administration teams with 3 direct reports
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Delivered against government contracts, completed annual financial audits, recapped company, closed debt financing, and facilitated key relationships with commercialization partners to facilitate exit
I'M A FIXER
Stabilized cash flows and margins of award-winning homestead cheese company and integratrated retail store acquisition.
2017-2018
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Hired by a group of Finance partners from Boston who converted a traditional dairy farm into a cheese business equipped with shelf-ready branded products
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Integrated retail store operations post-acquisition and developed multi-site accounting infrastructure
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Formalized inventory cost accounting from paper-based to verifiable digital system
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Increased cash flow from operations by systematically aligning cost and value for each function from farm operations and cheese manufacturing to sales & marketing
Stabilized and exited a bi-coastal online backup company.
2011-2017
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Recruited by CRO to build Boston office operations and return company to stable financial health following the departure of previous CFO who overspent beyond capabilities; managed company exit in 2013
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Served as de facto COO to source real estate, re-negotiate leases, build out infrastructure, manage & scale teams, HR, finance, and office operations
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Directed company wind down and facilitated sale to an Indian public company
Prepared Systems Integration Firm for exit.
2022 - 2024
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Hired by CEO to originally assess company sale readiness
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Restructured financial operations to reduce monthly time to close by over 50%
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Delivered full scale services FP&A reporting by business line and migrated to accrual-based accounting
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Standardized utilization reporting and project stoplight reports resulted in increased GM by 20%
I'M A DOER
Built economic model and related business case for use in private placement memorandum for new real estate fund.
2023
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Directed the development and formalization of business plan, relayed strategy, and comprehensive fund model for $100M+ real estate development fund
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Co-authored Private Placement Memorandum (PPM) alongside Legal Counsel
Assessed accuracy of statistical return model for seed stage climate technology fund.
2018
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Served as SME to ensure a statistical fund return model for a PhD’s academic paper was valid and contained sound methodologies
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Funded under a Department of Energy grant