Experience

Propeller Industries

• United States
• Financial Services
• 1 - 100 Employee

• SaaS/Tech Practice Lead

  • Jul 2022 - Present

  Propeller Industries is the leading provider in fractional CFO, business strategy and accounting services to venture-stage companies. We have practice areas in SaaS, business services, healthcare, food & beverage, consumer products and manufacturing. Propeller Industries is the leading provider in fractional CFO, business strategy and accounting services to venture-stage companies. We have practice areas in SaaS, business services, healthcare, food & beverage, consumer products and manufacturing.



ProCFO Partners

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

• Managing Director

  • Jul 2021 - Jul 2022

  We help small and midsized business reach their financial goals, by providing best-in-class financial guidance from a network of highly experienced CFOs. We've been there, and done that, and would love to help you out. We help small and midsized business reach their financial goals, by providing best-in-class financial guidance from a network of highly experienced CFOs. We've been there, and done that, and would love to help you out.


Otus
• Brazil
• Marketing Services
• Chief Financial Officer

  • Sep 2019 - Jul 2021

The CFO Center Limited
• United States
• Financial Services
• 1 - 100 Employee
• Regional Director/Partner

  • Sep 2016 - Sep 2019


CMF Associates

• United Kingdom
• Consumer Services

• Senior Consultant

  • Jun 2016 - Jun 2018

  Finance/Financial Leadership partner providing consulting services, primarily to private equity backed, middle-market companies. Offerings include: Transaction Services, Financial Diligence, Post Transaction & Integration, Carve Outs (Buy side & Sell side), Prep for Exit, Interim Executives & Executive Search, CFO, Controller, FP&A Director, Preparation for Audit, and Financial Systems & Software Transitions. KEY ENGAGEMENTS: CFO Consultant and Advisor at $65m SaaS Company - Stepped in for recently departed CFO; Advised and managed preparation for quarterly board meeting. Worked with CEO, COO and finance team to create an effective and relevant board presentation. Interim CFO at $80m Outdoor Advertising Company – Brought on board to evaluate Finance Department and to upgrade reporting capabilities and build more reliable and timely processes. Built monthly reporting tools and created management and reporting templates to simplify processes and extract timely data, and established accounting processes for GAAP compliance. $60m Direct Marketing/Wholesale Distributor – Conducted a ‘deep dive’ assessment of finance function and provided management and key stakeholders specific recommendations to enhance and improve their finance functions. $35m Professional Services firm – Comprehensive Finance Assessment, including interview with executive team, analysis of finance practices, and business analysis along with review of findings and executive presentations Show less



Naturopathica Holistic Health

• Wellness and Fitness Services

• Chief Financial Officer (Contract)

  • Mar 2015 - May 2016

  Luxury Health and Wellness company, well-known in NYC and East Hampton markets (Naturopathica East Hampton Healing Arts Center & Spa – Est. 1995); highly respected brand, known for the integrity of its product's ingredients and holistic approach to their treatments. Barbara Close, Founder and CEO of Naturopathica, is a wellness innovator, author and educator. Brought on board to help owners establish a new management team and to assess and oversee growth initiatives, including potential roll-out of fully owned spas nationwide. Show less



HNW

• Hong Kong
• Financial Services

• Vice President Finance

  • Jul 2010 - Feb 2015

  Strategic Marketing Communications Agency and Software as a Service (SaaS) platform primarily for Wealth and Asset Management industries. Winner of numerous creative and strategic awards, notably Best-in-Show for B2B at the Financial Communications Society Portfolio Awards in 2008. Trusted partner to some of the world's best-known financial, philanthropic and luxury brands. Specialties: new product and service launches, SaaS, integrated B2B marketing campaigns, social media and influencer marketing, sales enablement strategy and execution, content marketing, strategic marketing consulting, market research and planning. Provided oversight over all financial operations of the business, including cash management, quarterly board reporting, annual audit, tax filings, management reporting, and quarterly finance presentation to board of directors; managed finance department and staff, reporting directly to CEO and Board of Directors. Led effort to sell the company, resulting in a strategic acquisition of SaaS platform by a multibillion dollar publicly traded company. Show less



Macquarie Group

• Non-profit Organizations
• 1 - 100 Employee

• Manager

  • Oct 2008 - Jan 2010

  Macquarie Group (Macquarie) is a global provider of banking, financial, advisory, investment and funds management services; Macquarie acts on behalf of institutional, corporate and retail clients and counterparties around the world. Over $200 billion of assets under management and 13,000 employees worldwide. Worked closely with CEO and CFO of Macquarie’s North American Funds to develop and implement finance and accounting policies for Macquarie’s newest infrastructure fund. Managed teams across New York and India, and oversaw the accounting and financial reporting for two infrastructure funds headquartered in New York with over $5.5 billion under management, including annual audit and quarterly tax preparation process for all entities in funds' structure. Show less



Aetos Capital

• United States
• Investment Management
• 1 - 100 Employee

• Controller

  • Jul 2007 - Sep 2008

  Supervised Accounting Department across New York and Japan, ensuring timely and accurate financial reporting, asset management and sourcing fee analysis, acquisition and disposition reporting; Produced quarterly financials for the fund. Calculated management fees paid to general partner, and projected management fee income as the fund and the asset managers planned for the disposition of various real estate assets. Worked closely with asset management and deal teams to evaluate the Japanese Real Estate Investment Trust market for investor conferences. Developed financial projections with senior management to enable strategic decision-making regarding the business operations of Aetos Japan, a wholly-owned affiliate company that provides asset management services to the funds' investments. Show less



The Blackstone Group

• United States
• 1 - 100 Employee

• Senior Accountant

  • May 2003 - Jul 2007

  One of the world’s leading investment firms, with over $330 billion in assets under management, including investment vehicles focused on private equity, real estate, public debt and equity, non-investment grade credit, real assets and secondary funds, all on a global basis. Blackstone provides financial advisory services, including financial and strategic advisory, restructuring and reorganization advisory and fund placement services. Specialties: private equity, real estate, funds of hedge funds, credit-oriented funds, CLOs and closed-end mutual funds. Reporting directly to CFO and Senior Managing Directors, determined feasibility of a Blackstone public offering, resulting in the March 2007 filing of our prospectus. Prepared and reviewed annual and quarterly GAAP financial statements, and evaluated partnership structures and individual partner agreements for Sarbanes Oxley and SEC compliance. Prepared financial statements for private equity, real estate, distressed debt and technology funds totaling over $75 billion of assets under management. Reviewed tax-basis financial statements for over 200 partnerships and corporations worldwide, and substantiated and verified internal partners' equity in various funds, as well as ensured accurate payout of cash and in-kind distributions. Calculated and distributed over $1 billion of carried interest annually to partners. Show less



New Plan Excel Realty Trust, Inc

• Property Accountant

  • Oct 2001 - May 2003

  * Acquired by Centro Properties Group, 2007; Real Estate Investment Trust with over $3 billion in commercial real estate; Prepared financial statements, forecasts, and variance analysis for over 25 properties; performed detailed analysis of actual and projected occupancy rates, working in conjunction with leasing representatives and property managers. Calculated projected revenues and expenses based on analysis of financial statements; allocated over $80M of region-wide expenses to individual properties and tenants. Show less