Experience

Evren Technologies

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2021 - 2 years 6 months

  Gainesville, Florida, United States



Bio/Med CXO

• President & CEO

  • Jul 2019 - 4 years 6 months



Philips

• Netherlands
• Hospitals and Health Care
• 700 & Above Employee

• Sr. Manager, Finance

  • Sep 2018 - Apr 2019

  Gainesville, Florida During and after successful buyout and merger, responsible for managing diligence and transition process.



OBMedical Company

• United States
• Medical Device
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2012 - Sep 2018

  Newberry, Florida o Investor documents and presentations for financings, leading to our raising over $10M in private equity, concluding with a successful multi-million-dollar merger, o Diligence and communications assuring successful merger, o Review, approve and maintain all corporate contracts, facilitating successful, timely diligence process, o Establish inventory tracking and billing procedures and customer interface to support growing a multi-million-dollar revenue stream, o Attend and present… Show more o Investor documents and presentations for financings, leading to our raising over $10M in private equity, concluding with a successful multi-million-dollar merger, o Diligence and communications assuring successful merger, o Review, approve and maintain all corporate contracts, facilitating successful, timely diligence process, o Establish inventory tracking and billing procedures and customer interface to support growing a multi-million-dollar revenue stream, o Attend and present at major medical conferences leading to increased investment and customer interest, o Policies and procedures to support efficient and effective workflow, o Inventory control policies and procedures to support FDA requirements, o Investor relations and equity management, leading to $10M in private equity raise over 5 years. o Created and executed a plan to save company and retain key employees during period of low funds, o Hiring, offer letters, disciplinary actions and terminations, o Payroll and Benefit programs supporting retention of key employees, o Manage and execute all training-related documentation to support FDA requirements. o Identify and evaluate critical business risks, including appropriate internal controls, policies and procedures to mitigate risk, o Manage all corporate insurance programs, saving thousands in premiums. o Manage Operations on an interim basis, assuring continued progress even through period of low funds, o Inventory control policies and procedures to assure FDA requirements for tracking product, o Assist with establishing, approving and maintaining Quality system to support our ability to obtain revenues at earlier stage, o Assist with production timelines, supply chain, and third-party manufacturers, o Establish procedures for vendor approvals, o Assist with FDA submissions. Show less



etectRx

• Medical Device
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2013 - Apr 2015

  Newberry, Florida o  Responsible for all aspects of the Finance and Accounting Function on a fractional basis: o Oversee Finance and Accounting, HR and risk functions, o Assist in preparation of investor packets, slide decks and presentations for financings leading to new investments, o Design and implement project tracking and reporting system, to support multi-million-dollar Government contract and SBIR grant financial budgeting and reporting.



ICX Group

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Consultant

  • 2007 - Jul 2013

  Consultant to Intellon Corporation on IPO SEC filings. Offered full-time Director FP&A position. Kaman corporation. Finance consulting. Jacksonville Bank - SEC reporting, regulatory report review FIS Corporation - Annual budget prep for 70 operations Winn Dixie - special merger-related projects



Abacus Accounting & Business Solutions

• President & Owner

  • 2006 - 2013

  Gainesville, Florida Area C-level and accounting support on a fractional basis.



Intellon Corporation

• Semiconductor Manufacturing
• 1 - 100 Employee

• Director of FP&A

  • Sep 2007 - Dec 2009

  Ø Responsible for design, implementation and support of the Company’s short- and long-term business model, Ø Key leader for successful multi-million-dollar IPO leading to profitable merger,  Manage IPO and subsequent on-time SEC filings,  Work directly with department executives on budgeting, forecasting and ad-hoc analysis assuring numbers to street always accurate,  Assist with successful merger and diligence activities,  Design and implement analysis tool for new… Show more Ø Responsible for design, implementation and support of the Company’s short- and long-term business model, Ø Key leader for successful multi-million-dollar IPO leading to profitable merger,  Manage IPO and subsequent on-time SEC filings,  Work directly with department executives on budgeting, forecasting and ad-hoc analysis assuring numbers to street always accurate,  Assist with successful merger and diligence activities,  Design and implement analysis tool for new products prioritizing high-profit products and increasing profit margin,  Implement, refine and manage forecasting software tool – Prophix (SQL database),  Financial Management and consolidation – Canadian subsidiary. Show less



RTI Surgical®

• United States
• Medical Equipment Manufacturing
• 200 - 300 Employee

• Accounting Manager

  • 2003 - 2005

  Accounting Manager ØResponsible for management of accounting department with diverse staff of 10 including: • Sarbanes-Oxley implementation, testing and controls – successfully designed program for subsidiary business unit, • Manage payroll, GL accountants, accounts receivable, accounts payable, reducing DSO by 25%, • Accurate, timely MD&A for SEC filings, • Develop forecasting and budgeting tool for non-profit subsidiary supporting insight into business opportunities… Show more Accounting Manager ØResponsible for management of accounting department with diverse staff of 10 including: • Sarbanes-Oxley implementation, testing and controls – successfully designed program for subsidiary business unit, • Manage payroll, GL accountants, accounts receivable, accounts payable, reducing DSO by 25%, • Accurate, timely MD&A for SEC filings, • Develop forecasting and budgeting tool for non-profit subsidiary supporting insight into business opportunities, • Develop and implement models to analyze new product ROI, leading to better product decisions and profit margins, • Risk management – saved thousands on policy renewals, with more appropriate coverages. Corporate Controller – Tutogen Medical ØResponsible for management of all Finance and Accounting duties for corporation: • SEC and internal financial reporting, including consolidation of German subsidiary, • Financial oversight of German subsidiary, including all German VAT and foreign exchange issues, • Inventory valuations, including intercompany transactions, • Budgeting and forecasting. Show less



Ixon Biotechnology, Inc.

• Chief Financial Officer

  • 1999 - 2003

  Gainesville, Florida, United States Responsible for the management and direction for Corporate F&A,  Manage successful merger with Public Company in Sweden,  Successfully raised $8M in private equity,  On-time, accurate small business SEC reporting,  Tibbets award for excellence in NIH-funding for winning and managing over $3M in NIH funding.



Environmental Consulting & Technology, Inc.

• Accountant

  • 1993 - 1999

  • Responsible for preparation of monthly financial statements; • Responsible for preparation and analysis of budget variance reports – departmental and project; • Responsible for supervision of monthly close and backup, all journal entries, monthly and annual GL and project reconciliation; • Responsible for management of annual financial audit and all government audits; • Oversee travel reimbursements, processing of all project equipment charges, fixed asset and usage… Show more • Responsible for preparation of monthly financial statements; • Responsible for preparation and analysis of budget variance reports – departmental and project; • Responsible for supervision of monthly close and backup, all journal entries, monthly and annual GL and project reconciliation; • Responsible for management of annual financial audit and all government audits; • Oversee travel reimbursements, processing of all project equipment charges, fixed asset and usage identification system, property tax returns, bank reconciliations, development of written procedures, and Supervise efficient, accurate and timely monthly billing of all projects; • Responsible for the supervision and preparation of all Underground Storage Tank applications for submittal to the Department of Environmental Regulation: o preparation of weekly application status and budget reports, o supervision of proper billing of all reimbursable projects, o converse and coordinate with project managers and DER, and o work closely with CPA to complete attestation function. Show less