PROFILE
High energy, senior financial executive with 15 years experience in the CFO role. Versatile, in industry coverage financial services, software development, computer hardware/services, biotech, not-for-profit; and company size start-ups through Fortune 100 organizations. Operational, in experience and approach broad involvement in Sales, Customer Service, Data Communications, R&D, Business Line Management.
KEY COMPETENCIES
-Accomplished Driver of strong accounting and financial control developed in public accounting, strengthened throughout career and realized in positive audit results.
-Proven Developer of domestic and international infrastructure in worldwide financial services, supporting significant business growth.
-Key Implementer of strategic business planning with coordinated budgeting process required for high level goals & objectives and supported by detailed tactical plans.
-Skilled Creator of meaningful financial reporting to provide financial control, accurately report results, predict future outcomes, manage business line profitability, highlight key business drivers.
-Successful Manager of system implementation projects General Ledger, Budgeting, Customer Service, Inventory and Order Fulfillment.
-Respected Leader and key senior executive representing the organization both internally and to outside investors, partners and customers.
-Trusted Partner and adviser to CEO and business line heads, regularly consulted and serving as Executive Team driver of key decisions.
-Financial Director of business line acquisitions coordinating efforts with business line management on plan development and deal negotiation; leading due diligence effort and company fold-in post acquisition.
-Excellent Communicator in both informal settings and formal presentations, spontaneously and prepared, orally and in writing.
-Valuable Mentor and people developer not only within the financial organization but also as instructor and developer of financial skills at the business management level.
CAREER SUMMARY
INDEPENDENT CONSULTANT, Holliston, MA 2002-Present
Equipment Manufacturer - Financial Consultant: Intl Subsidiary Accounting, Annual Audit.
E-learning Software Developer - Financial Consultant: 3 year Financial Statement(8-K) restatement.
Custom barn builder - Financial Consultant: Product profitability.
Not-for-Profit - Interim CFO.
Start-up biotech protein developer - CFO.
PLANET HEALTH CARE, INC., Milford, MA CFO 2000-2002
Microbial biotechnology holding company developing biological products for the ornamental plant, turf and water treatment marketplace.
Scope Group-level financial responsibility for three separate businesses, including overseas operations.
~Established greater financial discipline-accurate, timely accounting; business line plans.
~Refocused organization-identified need to create greater decentralized business centers.
EQUISERVE, Canton, MA CFO 1999
Largest provider of shareholder services in US following merger; $250M annual revenue.
Scope All finance, accounting, reconciliation, and administrative services, including facilities, purchasing, and office services; seventy-five staff in two locations.
~Built Finance team-recruited Directors of Finance, FP&A, and Corporate Services.
~Drove Y2K system implementation-directed Deloitte & Touche in server-based GL installation.
~Led team to establish three-year strategic vision-identified key business lines, core competencies, competitive position, and investment priorities.
THOMSON FINANCIAL SERVICES, Boston, MA 1989-1998
$1B global provider of electronic databases, software, and services to the brokerage and money management marketplace; operations in US, UK, Japan, and Australia.
-Vice President, CFO, Trading Services Group 1992-1999
Scope Finance for newly organized global software and services group. $100M in 1992 revenues.
~Built finance team-Controller, four Division Finance Managers, 30 staff providing support and direction to four divisions growing from $100M to $250M over five years.
~Managed five acquisitions, from $3M to $10M-combined 1997 revenues of $30M.
~Created offering memorandum/investor presentations/limited liability agreement with Alex Brown-$30M placement to build next generation electronic settlement business.
~Selected to manage lost/stolen securities reporting business-won $15M SEC contract.
-Vice President, Group CFO, Thomson Financial Networks 1990-1992
Scope Finance & Administration, including HR, facilities, and IS, for restructured group following the addition of three subsidiaries; total 1990 revenues of $120M.
~Installed minicomputer-based General Ledger/management information system-completed global implementation in six months; cut closing cycle 30%.
~Led senior management team in determining long-term space planning strategy-negotiated 15 year 200K sf/$50M facilities expansion.
-Vice President, CFO, Thomson Financial Networks 1989-1990
Scope F&A for global business merging AutEx Systems and Technical Data International and providing portfolio accounting software, research and analysis, and equity trading communications products; 40 staff; 1989 combined revenues of $70M.
~Acquired key management resources to lead development of new infrastructure-hired HR Director, Manager of Administrative Services, European Finance Director.
~Established formal planning/budgeting process across highly decentralized business organization-cited by corporate leadership for tightening control over operations.
AUTEX SYSTEMS, Wellesley, MA 1986-1989
Wholly owned Thomson subsidiary, providing on-line information services to the U.S. financial services industry; 1987 revenues of $20M.
-Vice President, CFO-promoted from Controller in 1988.
Scope Finance, accounting, IS and facilities; staff of 20.
~Led development of a proprietary, integrated billing/customer information system-increased management information availability; improved cash collections by 20%.
SOFTBRIDGE MICROSYSTEMS CORPORATION, Cambridge, MA 1984-1986
Venture capital funded start-up, developing PC-based portfolio accounting and investment modeling software for the financial planning industry.
-Controller
Scope All finance, accounting, and administrative activities, including legal, facilities, procurement, Human Resources.
DIGITAL EQUIPMENT CORPORATION, Maynard, MA 1979-1984
$14B global provider of computing hardware, software, and systems solutions.
-Budget & Reporting Manager 1981-1984
Scope Reporting, forecasting, and analysis of capital spending, revenue, and expenses for field service organization operating in Mexico, Puerto Rico, Brazil, and Hong Kong.
-Accounting Supervisor 1979-1981
Scope General accounting and reporting consolidation for U.S. Sales and Field Services, including managing field service billing systems and order administration.
COOPERS & LYBRAND, Boston, MA Staff Auditor 1976-1979
Leading global provider of auditing and management consulting services.
EDUCATION
BS, Accounting/Marketing, Boston College, School of Management 1976 |
