Experience

The Medical Group of South Florida

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

• CFO

  • Nov 2014 - Present



RADIANT MEDICAL GROUP LLC

• United States
• Medical Practices
• 1 - 100 Employee

• Managing Director

  • Apr 2018 - Present



Blessue Premium Tissue

• Founder / Managing Director

  • Sep 2007 - Present



South Florida Pain and Rehabilitation / Florida Spine and Joint (now iRise)

• Boca Raton, FL

• CFO

  • Mar 2017 - Jun 2018



Fenway Group

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• CFO

  • Nov 2013 - Nov 2016



KC Enterprises dba Blessue LLC

• CFO / Founder

  • Sep 2008 - Nov 2013

  • Created and maintained all company finance and administration activities for new brand of consumer product. • Managed financial analyses in support of sales including budgets, forecasts, data analysis, pricing and ROI. • Raised private equity/’angel’ capital, including development of business plan and financial models. • Coordinated and directed annual meetings with investors. • Developed and maintained relationships with manufacturers and vendors, including contract… Show more • Created and maintained all company finance and administration activities for new brand of consumer product. • Managed financial analyses in support of sales including budgets, forecasts, data analysis, pricing and ROI. • Raised private equity/’angel’ capital, including development of business plan and financial models. • Coordinated and directed annual meetings with investors. • Developed and maintained relationships with manufacturers and vendors, including contract negotiations. • Managed business processes from coordinating manufacturing, logistics, package design and consumer testing. Show less • Created and maintained all company finance and administration activities for new brand of consumer product. • Managed financial analyses in support of sales including budgets, forecasts, data analysis, pricing and ROI. • Raised private equity/’angel’ capital, including development of business plan and financial models. • Coordinated and directed annual meetings with investors. • Developed and maintained relationships with manufacturers and vendors, including contract… Show more • Created and maintained all company finance and administration activities for new brand of consumer product. • Managed financial analyses in support of sales including budgets, forecasts, data analysis, pricing and ROI. • Raised private equity/’angel’ capital, including development of business plan and financial models. • Coordinated and directed annual meetings with investors. • Developed and maintained relationships with manufacturers and vendors, including contract negotiations. • Managed business processes from coordinating manufacturing, logistics, package design and consumer testing. Show less



Centego Marketing

• Consumer Goods
• 1 - 100 Employee

• Director of Finance

  • Jan 2004 - Sep 2008

  DIRECTOR OF FINANCE • Worked directly with CEO to develop & implement strategic direction for company incl. M&A activity. • Established and implemented all company policies and procedures in accordance with GAAP. • Provided all financial modeling for business deals including business and project valuations, ROI analysis. • Responsible for all treasury and HR functions, served as point person for all audits. CONTROLLER • Managed all company financial and human resource… Show more DIRECTOR OF FINANCE • Worked directly with CEO to develop & implement strategic direction for company incl. M&A activity. • Established and implemented all company policies and procedures in accordance with GAAP. • Provided all financial modeling for business deals including business and project valuations, ROI analysis. • Responsible for all treasury and HR functions, served as point person for all audits. CONTROLLER • Managed all company financial and human resource functions. • Performed business and financial analysis for senior management, including budgets and forecasts. • Supervised accounting staff: Accounting Manager, Accounts Payable & Accounts Receivable/Collections. ASSISTANT CONTROLLER • Responsible for over-seeing all aspects of monthly/annual accounting close including independent audit. Show less DIRECTOR OF FINANCE • Worked directly with CEO to develop & implement strategic direction for company incl. M&A activity. • Established and implemented all company policies and procedures in accordance with GAAP. • Provided all financial modeling for business deals including business and project valuations, ROI analysis. • Responsible for all treasury and HR functions, served as point person for all audits. CONTROLLER • Managed all company financial and human resource… Show more DIRECTOR OF FINANCE • Worked directly with CEO to develop & implement strategic direction for company incl. M&A activity. • Established and implemented all company policies and procedures in accordance with GAAP. • Provided all financial modeling for business deals including business and project valuations, ROI analysis. • Responsible for all treasury and HR functions, served as point person for all audits. CONTROLLER • Managed all company financial and human resource functions. • Performed business and financial analysis for senior management, including budgets and forecasts. • Supervised accounting staff: Accounting Manager, Accounts Payable & Accounts Receivable/Collections. ASSISTANT CONTROLLER • Responsible for over-seeing all aspects of monthly/annual accounting close including independent audit. Show less



Bear Stearns

• Equity Research

  • Oct 2002 - Dec 2002

  - Assisted sell-side research team with updates of financial models and client requests. - Worked under supervision of Institutional Investor’s #1 ranked retail analyst. - Assisted sell-side research team with updates of financial models and client requests. - Worked under supervision of Institutional Investor’s #1 ranked retail analyst.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Research Associate

  • Jun 2002 - Aug 2002

  - Analyzed SEC filings to derive float calculations for securities and classified companies in accordance with MSCI’s Global Industry Classification Standard. - Designed financial models to improve float calculation process and documentation. - Analyzed SEC filings to derive float calculations for securities and classified companies in accordance with MSCI’s Global Industry Classification Standard. - Designed financial models to improve float calculation process and documentation.



Segue Software

• Software Development
• 1 - 100 Employee

• Accounting Manager

  • Sep 1998 - Aug 2001

  ACCOUNTING MANAGER • Supervised staff of 6 including Accounts Payable, Accounts Receivable and General Ledger Accounting. • Software & maintenance revenue recognition in compliance with SOP 97-2. • Assisted in the preparation of 10Q, 10K filings in compliance with all SEC standards. • Assisted with inter-company and international reconciliations, including exchange rate adjustments. • Designed models to forecast revenue and performed analysis of financial data for senior… Show more ACCOUNTING MANAGER • Supervised staff of 6 including Accounts Payable, Accounts Receivable and General Ledger Accounting. • Software & maintenance revenue recognition in compliance with SOP 97-2. • Assisted in the preparation of 10Q, 10K filings in compliance with all SEC standards. • Assisted with inter-company and international reconciliations, including exchange rate adjustments. • Designed models to forecast revenue and performed analysis of financial data for senior management. GENERAL LEDGER ACCOUNTING MANAGER • Managed the monthly close process including supervision of senior accountant. • Implemented numerous process improvements including conversion to Great Plains Dynamics. • Led inter-departmental committee to select 401K plan for company. STAFF ACCOUNTANT • Accounted for all transactions in the monthly close cycle including account reconciliation, monthly accruals, financial statement preparation, commission calculations and revenue recognition. Show less ACCOUNTING MANAGER • Supervised staff of 6 including Accounts Payable, Accounts Receivable and General Ledger Accounting. • Software & maintenance revenue recognition in compliance with SOP 97-2. • Assisted in the preparation of 10Q, 10K filings in compliance with all SEC standards. • Assisted with inter-company and international reconciliations, including exchange rate adjustments. • Designed models to forecast revenue and performed analysis of financial data for senior… Show more ACCOUNTING MANAGER • Supervised staff of 6 including Accounts Payable, Accounts Receivable and General Ledger Accounting. • Software & maintenance revenue recognition in compliance with SOP 97-2. • Assisted in the preparation of 10Q, 10K filings in compliance with all SEC standards. • Assisted with inter-company and international reconciliations, including exchange rate adjustments. • Designed models to forecast revenue and performed analysis of financial data for senior management. GENERAL LEDGER ACCOUNTING MANAGER • Managed the monthly close process including supervision of senior accountant. • Implemented numerous process improvements including conversion to Great Plains Dynamics. • Led inter-departmental committee to select 401K plan for company. STAFF ACCOUNTANT • Accounted for all transactions in the monthly close cycle including account reconciliation, monthly accruals, financial statement preparation, commission calculations and revenue recognition. Show less



Endless Video - Blockbuster

• Staff Accountant/Financial Analyst

  • Sep 1996 - Sep 1998

  • Prepared monthly/annual financial statements, annual budget and audit schedules. • Created financial projections for new business ventures for senior management. • Prepared monthly/annual financial statements, annual budget and audit schedules. • Created financial projections for new business ventures for senior management.



Putnam Investments

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Accountant

  • Aug 1994 - Sep 1996

  • Calculated net asset values for tax-exempt/money market mutual funds (muni bonds, commercial paper). • Prepared monthly, quarterly and annual financial reports for independent audit. • Calculated net asset values for tax-exempt/money market mutual funds (muni bonds, commercial paper). • Prepared monthly, quarterly and annual financial reports for independent audit.