Experience

Verily

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Treasurer

  • Apr 2019 - Aug 2020

  Radnor Township, Pennsylvania, United States • Participated in the development and implementation of strategic plans that resulted in the launch of a start-up innovative healthcare venture. • Provides strategic financial input and leadership on decision making issues affecting the organization. • Oversees and delivers recommendations to Board and Board committees regarding financials, audit matters, investments, and strategic initiatives and direction. • Played a key role in an acquisition. • Ensures timely and accurate… Show more • Participated in the development and implementation of strategic plans that resulted in the launch of a start-up innovative healthcare venture. • Provides strategic financial input and leadership on decision making issues affecting the organization. • Oversees and delivers recommendations to Board and Board committees regarding financials, audit matters, investments, and strategic initiatives and direction. • Played a key role in an acquisition. • Ensures timely and accurate business/financial reports. Show less



GeoBlue

• United States
• Insurance
• 200 - 300 Employee

• CFO

  • Aug 2008 - Dec 2018

  King of Prussia GeoBlue is a privately-held provider of global health and accident insurance and related products and services. Spearheaded financial and operational initiatives for the transformation of GeoBlue into a $250 million company generating 20% annual revenue growth. Directly led the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and Analysis, and Risk Management with oversight of a 30 person staff. Member of the Strategic Planning… Show more GeoBlue is a privately-held provider of global health and accident insurance and related products and services. Spearheaded financial and operational initiatives for the transformation of GeoBlue into a $250 million company generating 20% annual revenue growth. Directly led the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and Analysis, and Risk Management with oversight of a 30 person staff. Member of the Strategic Planning and IT Steering Committees charged with identifying key strategic goals and actions. Show less



Neoware, Inc. (acquired by Hewlett-Packard)

• VP of Finance and Accounting

  • Oct 2003 - Aug 2008

  Neoware, Inc. was a $100 million publicly held manufacturer and developer of thin client hardware and software computing solutions before it was acquired by Hewlett-Packard in September 2007. Recruited by CFO to spearhead global financial and operational functions for this technology and manufacturing company generating 20% annual revenue growth. Led or involved with the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and… Show more Neoware, Inc. was a $100 million publicly held manufacturer and developer of thin client hardware and software computing solutions before it was acquired by Hewlett-Packard in September 2007. Recruited by CFO to spearhead global financial and operational functions for this technology and manufacturing company generating 20% annual revenue growth. Led or involved with the finance and administration management team, including Finance, Human Resources, Tax, Treasury, Financial Planning and Analysis, and Manufacturing and Inventory management. • Plan, organize, and direct the global finance and accounting functions. • Oversee the development of accurate and timely monthly, quarterly, and year-end financial reports for the business to meet GAAP and SEC requirements. • Work proactively with external auditors and senior management to ensure the corporation achieves and maintains compliance with the Sarbanes-Oxley, GAAP and SEC regulations. • Responsible for tax planning and compliance. • Act as Business Manager for European operations. • Key member of acquisition and integration teams. • Developed management and external reporting systems. • Provided leadership and excellent project and operational management to supported sales growth from $57 million to $107 million. • Recruited and developed accounting and finance team. • Guided company on key accounting policies, purchase accounting, and the implementation of new accounting pronouncements. Show less



Prescient Systems Inc

• CFO

  • Oct 2000 - Oct 2003

  Prescient Systems develops and provides supply chain management software and services for Internet-based and brick-and-mortar merchants. • Responsible for financial reporting, planning and budgeting. • Oversaw general accounting, credit and collections and human resources. • Assisted with the development and implementation of the business plan and growth strategies. • Secured over $3 million in debt and equity financing. • Developed and implemented a formal budgeting and… Show more Prescient Systems develops and provides supply chain management software and services for Internet-based and brick-and-mortar merchants. • Responsible for financial reporting, planning and budgeting. • Oversaw general accounting, credit and collections and human resources. • Assisted with the development and implementation of the business plan and growth strategies. • Secured over $3 million in debt and equity financing. • Developed and implemented a formal budgeting and forecasting process. • Negotiated and managed the acquisition of a UK software company. Show less



PMG Systems

• Corporate Controller

  • Feb 1999 - Oct 2000

  PMG Systems provides software and consulting services that enable financial institutions to measure organizational, product, and customer profitability.



Integrated Health Systems (IHS)

• IT Services and IT Consulting
• 1 - 100 Employee

• Controller

  • 1994 - 1999

  Integrated Systems Consulting Group was a $65 million publicly held provider of IT consulting services to life sciences companies before it was acquired by First Consulting Group in 1998. • Oversee the development of accurate and timely monthly, quarterly, and year-end financial reports for the business to meet GAAP and SEC requirements. • Significant involvement in the initial public offering.



PwC

• Professional Services
• 700 & Above Employee

• Senior Associate

  • 1990 - 1994



Laventhol and Horwath

• Staff Accountant

  • 1989 - 1990