Experience

TrustFlow Digital Solutions (Acquired by Docufree)

• United States
• IT Services and IT Consulting
• 100 - 200 Employee

• Chief Executive Officer

  • Nov 2021 - Jun 2023

  Moosic, Pennsylvania, United States Acquired the US business from UK based private equity owners and exited with a sale to a strategic buyer in June 2023.



EDM Group

• United Kingdom
• IT Services and IT Consulting
• 100 - 200 Employee

• US President (2018 – Nov 2021) | UK CEO (2017) | Group CFO (2016 – 2018) | US CFO (2015 – 2016)

  • Jun 2015 - Nov 2021

  Moosic, Pennsylvania Over the last 5 years, I've served in multiple roles of increasing scope and strategic importance for this international provider of information management and digital transformation services. Currently as US President, I am in charge of all aspects of the $50M US operation including, finance, sales and marketing, HR, IT, quality and risk management for this PE backed business. Define and execute US business strategy as it transitions to a self-funded entity of EDM. As Group CFO,… Show more Over the last 5 years, I've served in multiple roles of increasing scope and strategic importance for this international provider of information management and digital transformation services. Currently as US President, I am in charge of all aspects of the $50M US operation including, finance, sales and marketing, HR, IT, quality and risk management for this PE backed business. Define and execute US business strategy as it transitions to a self-funded entity of EDM. As Group CFO, I oversaw financial operations of the $100M international company, additionally serving in a dual role as UK CEO to restructure and revitalize the UK business. I was initially hired as the CFO for the US business in charge of finance controls and compliance with a focus on US debt refinancing. Highlights of My Achievements Include: § Negotiated multi-million dollar sale of the US records management business of EDM Americas in 2019, including the transition services arrangement. § Realized a ~$1.5M savings (6% of revenue) in operations by reorganizing EDM Americas leadership team and overhead cost base to align with changing business profile and to deliver targeted cash flow requirements. § Positioned the business to reach cash and profitability objectives by negotiating the transfer of a large US Government loss contract to a competitor. § Refinanced $30M of US debt in partnership with the Board of Directors, Private Equity principals and directors. § Increased cash flow and cash conversion through net working capital management. Improved days payable outstanding by 20% and reduced accounts receivable days by 15%. § Stabilized business operations and drove a $2M+ cost reduction program on $20M operating cost as the UK CEO. § Captured 10% savings in overhead and production costs within 6 months of joining the company. Show less



Cree

• United States
• Semiconductor Manufacturing
• 700 & Above Employee

• VP Finance, Global LED Lighting

  • 2013 - 2015

  Raleigh-Durham, North Carolina Area Brought on board to lead financial operations for the company’s fastest growing and largest segment, the $1B global LED Lighting business, comprised of commercial channel LED lighting fixtures and retail consumer LED bulb products sold through The Home Depot. Served as financial expert in definition and execution of competitive sales initiatives and channel partner and national account incentive programs to sustain the segments consistent 15% YoY growth. Collaborated with sales, marketing and… Show more Brought on board to lead financial operations for the company’s fastest growing and largest segment, the $1B global LED Lighting business, comprised of commercial channel LED lighting fixtures and retail consumer LED bulb products sold through The Home Depot. Served as financial expert in definition and execution of competitive sales initiatives and channel partner and national account incentive programs to sustain the segments consistent 15% YoY growth. Collaborated with sales, marketing and operations leadership to evolve an effective sales and operations planning process to balance channel and product mix to continue gross margin expansion. Highlights of My Achievements Include: § Realized a 150 basis point margin improvement by guiding significant cost reduction initiatives including, negotiating freight cost reductions and reviewing current suppliers to identify cost savings in raw material/BOM cost reductions. § Key member of the Executive Steering Committee that guided the $5M+ Oracle implementation, which replaced Cree Lighting’s internally designed legacy ERP system. Show less



Teleflex

• United States
• Medical Equipment Manufacturing
• 700 & Above Employee

• VP Finance, North America & Global Operations

  • 2011 - 2012

  Raleigh, NC I was selected to direct finance for this medical device company's North America and South America commercial businesses and global operations, generating $1B+ in annual revenues across 7 business lines with $1B+ global supply chain and manufacturing spend. Identified opportunities to improve gross margins in several businesses and partnered with the EVP of Operations in rationalization of global manufacturing facilities. I was initially hired as Vice President of Finance for the… Show more I was selected to direct finance for this medical device company's North America and South America commercial businesses and global operations, generating $1B+ in annual revenues across 7 business lines with $1B+ global supply chain and manufacturing spend. Identified opportunities to improve gross margins in several businesses and partnered with the EVP of Operations in rationalization of global manufacturing facilities. I was initially hired as Vice President of Finance for the Surgical Business where I exceeded revenue, gross margin and asset management annual plan objectives. I was promoted to VP Finance, North America & Global Operations within 9 months. Highlights of My Achievements Include: § Improved gross margin by 100 basis points by identifying opportunities for product mix and strategic pricing to generate revenue growth and expansion. § Positioned the business for a 150 basis point improvement by serving as finance lead for the future transfer of 2 large manufacturing facilities in the US to Mexico. Show less



Mission Peak Capital

• United States
• Real Estate
• 1 - 100 Employee

• Chief Financial Officer and Principal

  • 2010 - 2011

  Kansas City, Missouri Area During this period, I co-founded a real estate investment firm that specializes in the real estate equity and debt markets. Defined initial budget and operating plan for FY 2010 and established internal structure for finance, administration and legal functions. Collaborated with majority owner and CEO to develop strategy, execute service deliverables and oversee 2 investment funds. Partnered with legal counsel to create fund and LP legal documents for Fund 2. Highlights of My… Show more During this period, I co-founded a real estate investment firm that specializes in the real estate equity and debt markets. Defined initial budget and operating plan for FY 2010 and established internal structure for finance, administration and legal functions. Collaborated with majority owner and CEO to develop strategy, execute service deliverables and oversee 2 investment funds. Partnered with legal counsel to create fund and LP legal documents for Fund 2. Highlights of My Achievements Include: § Revenue building strategies and operational savvy contributed to 225% revenue growth from 2009 to 2010 in valuation and advisory services. Show less



Bausch + Lomb

• United States
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Vice President Finance, Global Vision Care

  • 2008 - 2010

  Rochester, New York Metropolitan Area In 2008, I was ask to return to the US, following Bausch + Lomb’s acquisition by a private equity firm, to oversee all aspects of finance for the $1.2B Global Vision Care business. Designed and executed initial strategic plan, focused on product innovation, gross margin expansion through manufacturing and supply chain cost reductions, and investment in global branding initiatives. Highlights of My Achievements Include: § Exceeded initial Global Vision Care annual plan for revenue… Show more In 2008, I was ask to return to the US, following Bausch + Lomb’s acquisition by a private equity firm, to oversee all aspects of finance for the $1.2B Global Vision Care business. Designed and executed initial strategic plan, focused on product innovation, gross margin expansion through manufacturing and supply chain cost reductions, and investment in global branding initiatives. Highlights of My Achievements Include: § Exceeded initial Global Vision Care annual plan for revenue and EBITDA, delivering ~$50M in revenue and $12M in profits above plan in 2009. § Took on an additional role in 2009, serving as General Manager of the Canada subsidiary. Played key role in Canada’s market share position increase in the lens care segment, which increased by 2% via merchandising and channel initiatives.

• VP Finance, Asia

  • 2005 - 2008

  Hong Kong I was tapped by the Board of Directors to transition from audit to overall financial management of the Asia business, the company’s fastest growing region, a $500M collection of geographic businesses across 3 product lines. Led 6 regional functional Finance Directors and 9 country and/or business Controllers in risk assessment and mitigation, FP&A, accounting, internal controls including SOX compliance, regional tax and treasury, regional shared services and capital management. Spearheaded… Show more I was tapped by the Board of Directors to transition from audit to overall financial management of the Asia business, the company’s fastest growing region, a $500M collection of geographic businesses across 3 product lines. Led 6 regional functional Finance Directors and 9 country and/or business Controllers in risk assessment and mitigation, FP&A, accounting, internal controls including SOX compliance, regional tax and treasury, regional shared services and capital management. Spearheaded restructuring of Asia’s finance organization, improving financial processes, internal accounting and reporting controls, and decision support effectiveness. Highlights of My Achievements Include: § Drove average annual growth of 15-18% by spearheading recovery and turnaround of the Asia business. § Headed financial and controls process integration of the $250M acquisition of a local Chinese manufacturer and seller of ophthalmic pharmaceuticals.

• Vice President, Corporate Audit Services

  • 2003 - 2005

  Rochester, New York Metropolitan Area I was recruited by Bausch + Lomb to bring operational structure to the company’s internal audit function. Designed initial Sarbanes-Oxley requirements, risk assessment and other internal audit practices. Collaborated with internal counsel and external advisors, to lead investigations of domestic and international whistleblower allegations. Served on the Corporate Compliance Committee, structuring compliance processes and assessing operational, compliance and financial risks.