Experience

Centering Healthcare Institute

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Oct 2019 - Jun 2020

  Greater Boston Area

• Interim CFO

  • Jun 2019 - Oct 2019

  Greater Boston Area



Self-employed

• Finance and C-Level functions consultant

  • Oct 2017 - Oct 2019

  Provide contracted and consulting services to senior teams across the private and non-profit sectors on a project basis.



Encore Boston Network

• Executive Director

  • Jul 2016 - Sep 2017

  Greater Boston Area Provide strategic and operational leadership; cultivate strong relationships, both with external partners and among members of the Encore Boston Network. Ensure continues growth and sustainability of the organization and further recognition of the value of mature (50+adults representing Encore talent) for social good.



Commonwealth of Massachusetts

• United States
• Government Administration
• 700 & Above Employee

• Former Director, CPAT Federal Grants Management, Executive Office for Administration & Finance

  • Jan 2012 - Mar 2015

  Boston, MA Central Oversight and enterprise-wide coordination of all Federal Grants applied for and received by the state agencies of the Commonwealth of Massachusetts. Established and led a newly legislated Federal Grants Management office for central fiscal & operational oversight for approximately $3 Billion annual discretionary and formulaic federal grant awards to all state agencies (approx. 50+) • Led the development and implementation of the nation’s first of its kind enterprise-wide… Show more Central Oversight and enterprise-wide coordination of all Federal Grants applied for and received by the state agencies of the Commonwealth of Massachusetts. Established and led a newly legislated Federal Grants Management office for central fiscal & operational oversight for approximately $3 Billion annual discretionary and formulaic federal grant awards to all state agencies (approx. 50+) • Led the development and implementation of the nation’s first of its kind enterprise-wide grants life cycle management system for use by all state agencies on a cloud based Sales Force platform • Maximize inflow and use of shrinking federal grant dollars • Ensure compliance with all federal reporting requirements (FFATA & DATA Act) • Align programs with administration policy and budget choices • Improve collaboration and grant spending outcomes across Secretariat programs

• Former Deputy Director, Mass Recovery & Reinvestment Office

  • 2009 - 2013

  Boston, MA Provided executive leadership as the COO & CFO for a first ever oversight program function to manage over $7 Billion of Federal Stimulus grants to state agencies to carry out the Governor’s economic recovery efforts. • Managed a team of subject matter experts in financial reporting, program and infrastructure investment operations review, public affairs, compliance and legal oversight. • Developed a fully automated data collection & reporting database to report to the Federal Government… Show more Provided executive leadership as the COO & CFO for a first ever oversight program function to manage over $7 Billion of Federal Stimulus grants to state agencies to carry out the Governor’s economic recovery efforts. • Managed a team of subject matter experts in financial reporting, program and infrastructure investment operations review, public affairs, compliance and legal oversight. • Developed a fully automated data collection & reporting database to report to the Federal Government and to present transparent information to the State administration and all citizens • Conducted on-going reviews and operational practices of grant spending through a Recovery Coordinating Committee of senior representation from each Secretariat. Met and exceeded expectations of all reviews with GAO for programs oversight in the Commonwealth. • Made on site visits for over 300 different programs to evaluate and understand the dollar and human impact of the benefits and progress. Ensured any issues or hurdles identified were addressed by the appropriate agency. • Established an easily accessible and transparent ARRA public web site providing detailed information on the human impact, dollar expenditures and jobs impact by town, county, congressional district. The web site was rated in the top 10 in the nation. • Building on the transparency efforts of ARRA, drove the presentation of all state spending through an “Open Checkbook” web presence, now widely acknowledged as one of Top 5 leading transparency states in the country • Provided timely 2 way communication & social media tools and in-person access to all residents, media & officials of the Commonwealth on these programs. • Provided training and help to local municipal, non profits, and all ARRA recipients on reporting and transparency. • Established a system of review of ARRA Grant submissions by state agencies and subsequent oversight of fraud, waste and abuse controls as well as timely hiring and program initiation.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• VP, Finance India Operations & Senior Director, Enterprise Solutions, Fidelity Technology Group

  • Sep 1999 - Dec 2008

  Greater Boston Area Establish start up of IT & back office functions for US Fidelity companies - finance, budgets, costing standards, tax, treasury & finance reporting Vice President Finance, FMR India Operations (2004–2008) Provided financial leadership to an executive team that evaluated strategic off-shore opportunities in Asia and Eastern Europe. • Established from conception and built India technology and operations (IT&BPO) off-shore venture in New Delhi and Bangalore – grew the operations to… Show more Establish start up of IT & back office functions for US Fidelity companies - finance, budgets, costing standards, tax, treasury & finance reporting Vice President Finance, FMR India Operations (2004–2008) Provided financial leadership to an executive team that evaluated strategic off-shore opportunities in Asia and Eastern Europe. • Established from conception and built India technology and operations (IT&BPO) off-shore venture in New Delhi and Bangalore – grew the operations to 6000+ person operations (equivalent to $500M off shore third party India based vendor). Senior Director, Finance, Enterprise Solutions, Fidelity Technology Group (1999–2004) Directed multi-year business planning and financial management for established and growing businesses. • Managed the preparation of forecasts and budgets of five business divisions through several economic cycles resulting in high quality business plans. • Led the financial management of two major enterprise-wide services – Call center Workflow System and Market Data Services and remote software solution centers in Dallas and Salt Lake ($100M spend and 350 professionals). Managed all financial aspects of unstructured projects and re-structuring of financial needs after major reorganizations resulting in lowered costs, reduced headcount and improved service delivery. Show less



Bayer

• Chemical Manufacturing
• 700 & Above Employee

• Director, North American Supply Chain Implementation; Director of Finance

  • Jan 1998 - Jan 1999

  Norwood MA Lead North American Supply Chain Re-engineering teams to improve the efficacy of North American Diagnostics Products Divisions Led strategic enterprise-wide initiative to drive bottom line results. • Redesigned supply chain threads across business segments to achieve annual savings of over $46 Million for Bayer’s North American supply chain initiative. • Directed the finances of a $185 Million U.S. medical diagnostics business, including complete P&L and balance sheet resulting in… Show more Lead North American Supply Chain Re-engineering teams to improve the efficacy of North American Diagnostics Products Divisions Led strategic enterprise-wide initiative to drive bottom line results. • Redesigned supply chain threads across business segments to achieve annual savings of over $46 Million for Bayer’s North American supply chain initiative. • Directed the finances of a $185 Million U.S. medical diagnostics business, including complete P&L and balance sheet resulting in profitability growth of 20% year over year. Show less



Chiron Corporation

• United States
• Biotechnology
• 100 - 200 Employee

• Various - Marketing/Finance/IT etc.

  • Jan 1995 - Jan 1999

  Medfield MA Led a new strategic function to re-engineer the Order Fulfillment functions and to meet information needs in a managed care environment. • Drove a software development team to manage sales reporting and market share information, utilizing EIS tools to access information from five disparate source systems. • Delivered a Sales Force Automation solution for 250 sales and marketing employees, leading a team of sales, marketing and IT professionals. • Expanded use of EDI and network… Show more Led a new strategic function to re-engineer the Order Fulfillment functions and to meet information needs in a managed care environment. • Drove a software development team to manage sales reporting and market share information, utilizing EIS tools to access information from five disparate source systems. • Delivered a Sales Force Automation solution for 250 sales and marketing employees, leading a team of sales, marketing and IT professionals. • Expanded use of EDI and network links to the company’s largest trading partners, including the Premier Group of 1800 U.S. hospitals, the HCA chain, and GlaxoSmithKline.

• Finance, Information Mgmt., Technical Customer Support

  • 1995 - 1999



Ciba Corning

• Various Marketing, Finance & Customer Support

  • 1982 - 1995

  Medfield MA Managed a national organization of 55 professionals in four technical customer call centers with responsibility for global product support and technical engineering for all new product introductions. Marketed a $17 million after market service business, exceeding revenue and profit goals. • Improved company cash flow by $200,000 by automating field service billings, changing process flows, eliminating paperwork, consolidating functions and downsizing. • Generated over $2 million in… Show more Managed a national organization of 55 professionals in four technical customer call centers with responsibility for global product support and technical engineering for all new product introductions. Marketed a $17 million after market service business, exceeding revenue and profit goals. • Improved company cash flow by $200,000 by automating field service billings, changing process flows, eliminating paperwork, consolidating functions and downsizing. • Generated over $2 million in new capital placements annually through the creation and marketing of financial leasing programs for products and services to hospitals. • Raised margin contributions from a loss to 10-25% contribution by developing and managing Corning’s first ever profit center management accounting system for services Show less