Experience

ArcLight Capital Partners

• United States
• Investment Management
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2001 - Present

  Boston, MA Financial executive offering 25 years of private equity accounting leadership and fiduciary stewardship, alongside managing the finance and accounting organization. Scales financial operations to growth while providing reliable and steady leadership for over two decades at ArcLight Capital. Maintains exemplary internal books and records while servicing investors and entities with filing requirements, while also serving as one of three members of the valuation committee. Improve the… Show more Financial executive offering 25 years of private equity accounting leadership and fiduciary stewardship, alongside managing the finance and accounting organization. Scales financial operations to growth while providing reliable and steady leadership for over two decades at ArcLight Capital. Maintains exemplary internal books and records while servicing investors and entities with filing requirements, while also serving as one of three members of the valuation committee. Improve the technology ecosystem as an organizational leader and the firm’s CFO. Expert capacity as a fiduciary advisor and respected accountant in Boston’s financial community, with an impeccable record of Audit Readiness and audit success. Proven track record supporting capital raising executives and investment management stakeholders across M&A, asset valuation, and investment realization. Show less



FEI | Financial Executives International

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Key Club Member (25+ Yrs)

  • Jan 1993 - Present

  Boston Chapter Active member attending monthly meetings and certain workshops.



CIMA

• United Kingdom
• Accounting
• 400 - 500 Employee

• Charter Joint Member

  • Jan 2014 - Present

  Member of Chartered Global Management Accountant (CGMA) This professional designation is co-sponsored by the AICPA & the London based Charter Institute Management (CIMA) and is designation for achievement in global management accounting practices.



MassCPAs

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Member

  • Sep 1991 - Present

  State CPA Society - member for over three decades



AICPA

• United States
• Accounting
• 500 - 600 Employee

• Member

  • Jul 1992 - Present

  National Member of Industry Accounting Group & active in certain Continuing Professional Education (CPE) programs.



Private Equity CFO Association

• Charter Member

  • Sep 2001 - Present

  Boston Chapter National Trade group of PE CFO’s Charter member Boston Chapter



The Treasurers Club of Boston

• Member

  • Oct 1997 - Mar 2023

  Boston, Massachusetts 67-Year-Old Club (1956 - 2023) co-founded by Gorham F. Brigham Jr. Final meeting was held in April 2023. 25+ year Member attending monthly meetings, earning CPE credits.



Triumph Capital Group Inc

• VP & Controller

  • Jun 1995 - May 2001

  Boston, MA The Triumph Capital Group is a private equity and CBO asset management firm focused on middle market investments in manufacturing, distribution, telecommunications, business services, and medical services. Reporting to the Founding Partner, led accounting and treasury functions and led internal and external stakeholder relations. • Entered firm as one-man shop initially without any controller in place and immediately structured the division. • Ensured all financial audits were… Show more The Triumph Capital Group is a private equity and CBO asset management firm focused on middle market investments in manufacturing, distribution, telecommunications, business services, and medical services. Reporting to the Founding Partner, led accounting and treasury functions and led internal and external stakeholder relations. • Entered firm as one-man shop initially without any controller in place and immediately structured the division. • Ensured all financial audits were delivered on-time, issue-free, and with total compliance across entire tenure. • Prepared the firm to expand from one fund to two by creating streamlined workflows and improved processes. • Thrust into direct liaising with Deloitte & Touche (D&T), managing all tax and audit responsibilities issue-free. • Formalized adherence to GAAP, managed banking complex and cash complex, and assumed capital accounts. • Took part immediately in company, asset, and investment valuations, reconciliations, and key memorandums. Show less



International Ice Cream Corp.

• CFO

  • Jan 1993 - May 1995

  Charlestown, MA CFO of >$50M ice cream distributor located behind the Hood Milk Plant, managing and leading 10 accounting FTEs. In 1994, International Ice Cream Corp. merged with New England Frozen Foods, one of the largest private companies in New England as measured by sales of >$200M. Exited the firm to pursue offers within the private equity industry. • Prepared company for acquisition, completing all M&A due diligence and minimizing post-merger diligence.



Siegel Dunn & Geary Inc.

• Turnaround Consultant

  • Jan 1991 - Jan 1993

  Greater Boston Area Geary, Furnari & Gendron Jan 1992 – Jan 1993 Founding Associate A boutique turnaround consulting company serving SMB, Medium, and Middle Market clients in Greater Boston. • Founded equitable partnership with shared leadership and shared accounts, ensuring the best of client services. Siegel, Dunn & Geary Jan 1991 – Jan 1992 Turnaround Consultant Worked with forbearance clients throughout the New England real estate “depression” of the early… Show more Geary, Furnari & Gendron Jan 1992 – Jan 1993 Founding Associate A boutique turnaround consulting company serving SMB, Medium, and Middle Market clients in Greater Boston. • Founded equitable partnership with shared leadership and shared accounts, ensuring the best of client services. Siegel, Dunn & Geary Jan 1991 – Jan 1992 Turnaround Consultant Worked with forbearance clients throughout the New England real estate “depression” of the early 1990s. • Achieved 90%-to-115% to plan against mutually aggressive targets to benefit both the bank and the customer. Show less



Adler Blanchard & Co. CPA's

• Senior Staff Accountant

  • Jun 1987 - Jan 1991

  Greater Boston Area Implemented MAS*90 accounting software solutions for multiple clients. Audit, tax and modeling work completed along with CPA certification.