Experience

The Light Phone

• VP Finance and operations

  • May 2016 - Present

  Greater New York City Area



Urthworx

• Entertainment Providers

• Advisor, formerly CFO/COO

  • Sep 2012 - Present

  Greater New York City Area Financial, operational and administrative aspects of a socially-responsible mobile-game startup, partnered with the founder and chief creative officer. Urthworx creates impact entertainment.



Episcopal Divinity School

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

• CFO/COO

  • Aug 2010 - Jul 2011

  Cambridge, MA As interim CFO/COO of the Episcopal Divinity School, I prepared and presented long-range business plan and financial forecast required by accrediting agency and restructured administrative/operations teams. Overseeing finance, accounting, facilities and information technology, program development, resource planning, financial analysis, grant reporting, tuition determination.



World

• Italy
• Advertising Services
• 1 - 100 Employee

• Traveling

  • Oct 2008 - Jul 2010

  Spent 2009 and part of 2010 traveling in South America, Australia, New Zealand, South Africa, Europe, and cross-country US.



Working Assets/CREDO Mobile

• Vice President

  • Nov 1996 - Oct 2008

  Working Assets/CREDO Mobile is a direct-marketing driven company that provides consumer services – mobile and long-distance phone service and a credit card. Executive team member November 1999 – October 2008 Reported to President, 2004 - 2008 Strategic planning and decision making; led financial forecasting and oversight Vice President, Mobile Product Operations/Development November 2002 – October 2008 Negotiated key contracts with network provider and other… Show more Working Assets/CREDO Mobile is a direct-marketing driven company that provides consumer services – mobile and long-distance phone service and a credit card. Executive team member November 1999 – October 2008 Reported to President, 2004 - 2008 Strategic planning and decision making; led financial forecasting and oversight Vice President, Mobile Product Operations/Development November 2002 – October 2008 Negotiated key contracts with network provider and other partners; evaluated and launched new products; transitioned to a new billing, provisioning, and CRM platform; guided technology development through major industry changes; annual $25 million budget Significant achievements: Eliminated operating losses and attained operating profitability within nine months of taking over product management; took product from planned termination to the centerpiece of the company's current growth and revenue; achieved more than 20% reduction in network costs; oversaw growth of product revenue of over 300% Vice President, Customer Relations June 2007 – October 2008 Managed internal and outsourced customer service and sales Vice President, Marketing February 2005 – June 2007 Oversaw all e-commerce, acquisition, retention, and customer marketing for mobile, long-distance, and credit card products; oversaw marketing budget of $14 million Achieved growth in mobile customer base of more than 25% annually and credit card base of over 20% annually; re-launched e-commerce site and developed online marketing channels to achieve significant customer growth Vice President, Finance November, 1999 - February, 2005 Controller November 1996 – November, 1999 Long-range forecast; customer value and behavior analysis; stock valuation; GAAP/financial reporting; cash flow and bank relationships; budget preparation and monitoring; shareholder relations; corporate, shareholder and telecommunications taxation; 401(k) plan; risk management/insurance programs Show less



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Senior Manager, CPA

  • Aug 1986 - Sep 1996

  Experience in: healthcare, mutual funds, investment banking, nonprofit, government entities, transportation ◦ International task force to redesign audit processes and controls ◦ Audit committee reporting and communication ◦ IPO and ongoing SEC reporting experience ◦ Managed teams from 2 people to 30 people