Experience

Navigare Advisory Partners

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

• Partner

  • Oct 2017 - Present

  Navigare Advisory Partners is a leading Middle Market management consulting firm. Our team works with senior executives to identify opportunities and implement operating plans to achieve sustainable value creation. Whether we are working with operating companies, capital providers, or family offices, our goal doesn’t change - to provide strategic, practical guidance and tailored solutions, coupled with exceptional service, to help business navigate their unique challenges to reach their strategic goals.



Sage Business Group Limited

• Partner & Virtual CFO

  • Jan 2017 - Present

  Sage Business Group is a financial management and consulting firm providing senior-level financial management, operations, and B2B and B2C marketing strategy program development and program implementation for not-for-profit and for-profit organizations. Partner & Virtual CFO Working collaboratively with senior leadership to develop new or improve existing programs. Services include M&A Diligence and Integration, business process improvement, finance transformation, and finance and accounting outsourcing. Short and long-term engagements across diverse organizations.



Direct Holdings Global, Inc. (Formerly Time Life)

• CFO

  • Aug 2007 - Dec 2016

  Chief Financial Officer with full responsibility for the strategic planning, development and leadership of the corporate finance organization for $100MM+ direct marketer of entertainment products through multi-channel efforts. Directed financial planning and analysis, accounting, tax, treasury, budgeting, MlS and administrative functions. Chief Financial Officer with full responsibility for the strategic planning, development and leadership of the corporate finance organization for $100MM+ direct marketer of entertainment products through multi-channel efforts. Directed financial planning and analysis, accounting, tax, treasury, budgeting, MlS and administrative functions.



Direct Holdings Americas, Inc. (Formerly Time Life)

• Vice President Finance, Accounting and Operations

  • May 2003 - Jul 2007

  Responsible for oversight of all financial analysis for domestic business. Responsible for management of the close process for domestic businesses and consolidation of international results in an accurate and timely manner. Direct decision support for the marketing organization while playing an audit role in monitoring financial performance. Oversee the accurate and timely fulfillment of Time Life’s marketing offers. Responsible for oversight of all financial analysis for domestic business. Responsible for management of the close process for domestic businesses and consolidation of international results in an accurate and timely manner. Direct decision support for the marketing organization while playing an audit role in monitoring financial performance. Oversee the accurate and timely fulfillment of Time Life’s marketing offers.



Time Life

• Greece
• Security and Investigations

• Director of Strategic Planning

  • Aug 2000 - May 2003

  Responsible for overseeing all long-term financial planning for business segments within Time Life, including strategic plans for divisions and product lines, analysis of operational and marketing effort efficiencies and acquisition analysis. Developed models to project lifetime profitability, annual income, and cash flow. Established and maintained a competitive analysis database and performed operational audits of functions throughout company. Responsible for overseeing all long-term financial planning for business segments within Time Life, including strategic plans for divisions and product lines, analysis of operational and marketing effort efficiencies and acquisition analysis. Developed models to project lifetime profitability, annual income, and cash flow. Established and maintained a competitive analysis database and performed operational audits of functions throughout company.



MITRE

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Manager Business Planning, Process, and Systems

  • Jan 1995 - Aug 2000

  Responsible for the short and long term planning and scheduling process for all corporate, administrative and financial activities to include business planning development as it related to finance activities in support of Operations and Operating Centers. Developed forecasts for multi-year forward pricing for overhead and G&A rates for all contracts. Executed company-wide time-phased budgeting and reporting/analysis. Developed and interpreted corporate business policy. Responsible for the short and long term planning and scheduling process for all corporate, administrative and financial activities to include business planning development as it related to finance activities in support of Operations and Operating Centers. Developed forecasts for multi-year forward pricing for overhead and G&A rates for all contracts. Executed company-wide time-phased budgeting and reporting/analysis. Developed and interpreted corporate business policy.