Experience

Acktify

• United States
• Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Feb 2022 - Present

  Boston, Massachusetts, United States



Passiva PLT™

• United States
• Biotechnology
• 1 - 100 Employee

• Financial Advisor

  • Dec 2021 - Present

  Massachusetts, United States



DLA, LLC

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

• Outsourced CFO and Controller Consultant Services at DLA, LLC

  • Dec 2019 - Feb 2022

  Boston, MA



L3 Technologies

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Division Controller

  • Sep 2018 - Nov 2019

  United States Led accounting operations for $500M division of L3Harris Technologies engaged in the development, manufacture, and sale of screening and detection technologies to commercial and government markets in the US, EMEA, and Asia. Provided leadership and direction to a team of 15 responsible for the delivery of timely and accurate financial statements, driving process improvements in the execution of internal controls over financial reporting and cash management.



CSP, Inc

• United States
• Information Technology & Services
• 1 - 100 Employee

• Executive Vice President of Finance

  • 2014 - Dec 2017

  Lowell, MA Led accounting and finance operations for a $100M public technology company engaged in the development, manufacture, and sale of managed security products and IT technology security services with operations in the U.S., Germany and the U.K. Directed all aspects of SEC compliance, led the strategic planning process, assessed acquisition targets and provided guidance on accounting policy and internal controls. • Drove the alignment of compensation plans and product line investments with… Show more Led accounting and finance operations for a $100M public technology company engaged in the development, manufacture, and sale of managed security products and IT technology security services with operations in the U.S., Germany and the U.K. Directed all aspects of SEC compliance, led the strategic planning process, assessed acquisition targets and provided guidance on accounting policy and internal controls. • Drove the alignment of compensation plans and product line investments with strategic objectives. • Analyzed financial results and presented quarterly results to the Board of Directors. • Leading the assessment and implementing policies and procedures needed to facilitate the adoption of new revenue recognition guidance (ASC606). • Improved European accounting operations by upgrading personnel, systems, policies and procedures. • Led the integration of accounting operations for an $8M acquisition. Show less



Beacon Roofing Supply

• Canada
• Retail
• 1 - 100 Employee

• Director of Finance and Accounting

  • 2010 - 2014

  Directed accounting operations and financial planning for a $2B public company specializing in the sales and distribution of roofing materials and complementary building products. Provided guidance on accounting policy, internal controls, and acquisition related matters to a remote staff of 12 North American controllers and local finance team of 3. Responsible for analyzing accounting standards, SEC filings, comment letters responses, and investor presentations and reports presented to the… Show more Directed accounting operations and financial planning for a $2B public company specializing in the sales and distribution of roofing materials and complementary building products. Provided guidance on accounting policy, internal controls, and acquisition related matters to a remote staff of 12 North American controllers and local finance team of 3. Responsible for analyzing accounting standards, SEC filings, comment letters responses, and investor presentations and reports presented to the Board of Directors, as well as leading the annual planning process. • Drove improvements to the strategic planning and budgeting process. • Implemented a quarterly forecast process that yielded decision relevant information. • Key contributor to due diligence teams. • Developed financial projections used to secure bank financing. • Spearheaded selection and implementation of a software that improved business processes. Show less



Vicor Corporation

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 500 - 600 Employee

• Senior Manager of Financial Reporting

  • 2008 - 2010

  Directed the SEC reporting and Sarbanes-Oxley compliance efforts of $200M public company engaged in the development, manufacture, and sale of power conversion components and systems. Provided guidance on revenue recognition to a remote staff of six subsidiary accountants and managed a local staff of two. Analyzed new accounting standards, researched accounting issues, and proposed accounting policies. • Managed preparation and review of quarterly, annual and event driven SEC… Show more Directed the SEC reporting and Sarbanes-Oxley compliance efforts of $200M public company engaged in the development, manufacture, and sale of power conversion components and systems. Provided guidance on revenue recognition to a remote staff of six subsidiary accountants and managed a local staff of two. Analyzed new accounting standards, researched accounting issues, and proposed accounting policies. • Managed preparation and review of quarterly, annual and event driven SEC filings. • Key contributor to the preparation of quarterly Audit Committee packages and earnings releases. • Managed stock option accounting and the preparation of related FAS123(R) disclosures. • Directed the SOX404 certification process and provided updates to the Audit Committee. • Reduced Sarbanes-Oxley compliance costs . • Improved the efficiency of the tax provision preparation process.

• Manager of Financial Reporting

  • 2006 - 2008



NextQuarter LLC

• Chief Financial Officer

  • 2005 - 2006

  Led all accounting, tax and legal matters for a development stage business involved in the development forms and database applications to facilitate Sarbanes-Oxley compliance activities. • Developed the business plan and underlying financial model. • Presented the business plan to potential investors and successfully recruited a lead investor. • Negotiated partnership agreements between founder and first round investors. • Responsible for all treasury, finance and accounting… Show more Led all accounting, tax and legal matters for a development stage business involved in the development forms and database applications to facilitate Sarbanes-Oxley compliance activities. • Developed the business plan and underlying financial model. • Presented the business plan to potential investors and successfully recruited a lead investor. • Negotiated partnership agreements between founder and first round investors. • Responsible for all treasury, finance and accounting activities. Show less



Syratech

• Director of Financial Planning

  • 1998 - 2005

  Drove strategic and financial planning process for a $300M business involved in the design, manufacture, and marketing of tabletop and giftware products. Provided decision relevant analysis and commentary consistently focused on key metrics, challenging existing cost structures, and improving the accuracy of financial projections. • Improved business unit profitability and reduced working capital requirements. • Built financial models to project the impact of proposed divestitures… Show more Drove strategic and financial planning process for a $300M business involved in the design, manufacture, and marketing of tabletop and giftware products. Provided decision relevant analysis and commentary consistently focused on key metrics, challenging existing cost structures, and improving the accuracy of financial projections. • Improved business unit profitability and reduced working capital requirements. • Built financial models to project the impact of proposed divestitures and acquisitions. • Led a cross-functional team responsible for the shutdown of a domestic manufacturing facility. • Saved $1.3 million by re-engineering the company’s product development procurement process. • Designed and implemented process changes that reduced inventory carrying costs by 27%. Show less



Cerplex

• United States
• Appliances, Electrical, and Electronics Manufacturing

• Controller

  • 1996 - 1998

  Managed accounting operations, implemented business planning processes, and analyzed the profitability of existing and proposed contracts for a $60M company specializing in computer equipment repair and parts fulfillment. • Restructured accounting operations reducing overhead 32% and reporting cycles by three days. • Reduced direct labor 10% and material cost 4% by focusing operations on key business drivers. • Reduced days sales outstanding by eight days by changing billing and… Show more Managed accounting operations, implemented business planning processes, and analyzed the profitability of existing and proposed contracts for a $60M company specializing in computer equipment repair and parts fulfillment. • Restructured accounting operations reducing overhead 32% and reporting cycles by three days. • Reduced direct labor 10% and material cost 4% by focusing operations on key business drivers. • Reduced days sales outstanding by eight days by changing billing and collection routines. Show less



International Paper Company

• United States
• Technology, Information and Internet

• Division Controller

  • 1992 - 1996

  Directed accounting operations of a $250M division of a Fortune 500 company, specializing in the distribution of packaging and paper products. Scope of responsibilities included financial reporting, internal controls, business planning, capital budgeting, financial analysis, and the supervision of professional and clerical personnel. • Developed activity-based cost models to analyze customer profitability. • Increased profitability by re-aligning of sales and compensation strategies… Show more Directed accounting operations of a $250M division of a Fortune 500 company, specializing in the distribution of packaging and paper products. Scope of responsibilities included financial reporting, internal controls, business planning, capital budgeting, financial analysis, and the supervision of professional and clerical personnel. • Developed activity-based cost models to analyze customer profitability. • Increased profitability by re-aligning of sales and compensation strategies to profit drivers. • Led post acquisition activities relating to conversion of financial systems and policies. • Led the transition of a acquired companies to a public company reporting cycle.

• Assistant Controller

  • 1988 - 1992

  Led the transformation of a recently acquired $50 million privately held paper products distributor into International Paper Company’s financial reporting process. Responsibilities included internal controls, standardization of reporting, sales tax compliance, and the integration of acquisitions


PwC
• Professional Services
• 700 & Above Employee
• Tax Associate

  • 1987 - 1988

EY
• Entertainment Providers
• 1 - 100 Employee
• Audit Staff

  • 1986 - 1987