Experience

Providence After School Alliance

• Director of Finance

  • Sep 2022 - Present

  Providence, Rhode Island, United States Oversee PASA's finance function.



Colaberry Inc

• VP - Finance and Operations

  • Jun 2017 - Mar 2022

  Greater Boston Area Led financial strategy & operations. Developed finance function from ground-up and directed accounting operations. Led strategic planning process, developed KPI dashboards, and designed financial processes & controls to scale financial operations. Established partnerships with financial institutions and secured multi dollar funding. Collaborated across functions to create scalable processes to streamline operations. Managed full function accounting team and HR lead. Partnered with CEO… Show more Led financial strategy & operations. Developed finance function from ground-up and directed accounting operations. Led strategic planning process, developed KPI dashboards, and designed financial processes & controls to scale financial operations. Established partnerships with financial institutions and secured multi dollar funding. Collaborated across functions to create scalable processes to streamline operations. Managed full function accounting team and HR lead. Partnered with CEO on growth strategy and helped scale company revenues to over $18M in 2021 from $3M in 2016. Planned company's first 401(k) roll-out. Secured $1.3M PPP funding to enhance liquidity during COVID-19. Show less



BNY Mellon

• United States
• Financial Services
• 700 & Above Employee

• VP - CAO - IT Group

  • Mar 2014 - Dec 2016

  Greater Boston Area Primary liaison between technology group and corporate finance. Led budget management and resource planning process. Created dashboards to track performance of multi-year CAPEX projects and provided decision support to business partners.

• Vice President Finance

  • Jul 2011 - Feb 2014

  New York, NY Led financial planning, analysis for $120M technology group, provided financial oversight and guidance to tech managers and business partners.



Barclays Capital

• AVP - Finance

  • Oct 2009 - Jun 2011

  Managed $12 monthly billing process to wind down Lehman Brothers open positions and led client meetings to resolve billing issues.



AIG

• Sr. Financial Analyst

  • Jun 2008 - Oct 2009

  Finance lead responsible for developing annual budgets and rolling forecasts for $60M IT shared services group.



Lehman Brothers

• AVP - Finance

  • Oct 2006 - Jun 2008

  FP&A lead for $320M global Equities & Prime Services technology budget. Developed annual plans, full year forecasts, and led financial review meetings with the leadership team.



TD Ameritrade

• Financial Analyst - Client Group

  • Dec 2003 - Jun 2006

  Finance lead responsible for preparation and analysis of monthly financial results. Produced management reports analyzing customer data and presented findings to the senior Client Group team.