Experience

Spark Networks

• Germany
• Software Development
• 200 - 300 Employee

• Chief Financial Officer

  • Apr 2023 - Present

  New York, United States

• Global Controller

  • Sep 2022 - Apr 2023

  New York, New York, United States



Dynata

• United States
• Market Research
• 700 & Above Employee

• Senior Corporate Controller

  • Aug 2020 - Sep 2022

  Shelton, Connecticut, United States



HealthPlanOne

• United States
• Insurance
• 700 & Above Employee

• Vice President, Controller

  • Sep 2019 - Aug 2020

  Trumbull, CT



Budderfly

• United States
• Facilities Services
• 100 - 200 Employee

• Chief Financial Officer

  • Jan 2018 - Sep 2019

  Shelton CT



Tangoe

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

• Senior VP of Finance

  • Dec 2016 - Dec 2017

  Orange CT



CFGI

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

• Senior Manager

  • Jan 2016 - Dec 2016

  Boston & New York City CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our five key areas of expertise include: » CFO Services » Consulting »… Show more CFGI is a unique and highly specialized financial consulting firm that is strategically positioned to help companies through a range of routine and complex business scenarios. As an extension of your corporate finance team, CFGI works alongside your internal staff, serving in a variety of roles – from technical accounting advisor to M&A support to Controller or CFO – and delivering seamless support services. Our five key areas of expertise include: » CFO Services » Consulting » Interim Management » Valuation » Corporate Tax Show less



Risk Strategies Company

• United States
• Insurance
• 700 & Above Employee

• VP of Finance & Director of FP&A

  • Feb 2015 - Dec 2015

  Greater Boston Area • Establish and manage a responsive FP&A team in a fast paced and complex growth organization. • Partner with CFO as a business finance leader to execute financial and operational strategies, set direction and develop a financial plan to manage investor, banking and treasury relations that provide the company with cost-effective capital to meet the short- and long-term requirements of the business. • Provide financial and business counsel to the CFO and the company’s management team to… Show more • Establish and manage a responsive FP&A team in a fast paced and complex growth organization. • Partner with CFO as a business finance leader to execute financial and operational strategies, set direction and develop a financial plan to manage investor, banking and treasury relations that provide the company with cost-effective capital to meet the short- and long-term requirements of the business. • Provide financial and business counsel to the CFO and the company’s management team to assist with making sound and effective financial decisions which maximize company sales and profitability and increase shareholder value. • Establish financial policies and practices that guide the development of annual and long-term financial plans. • Develop and prepare annual budget and quarterly forecasts for 27 business units; lead the business units through the process. • Prepare quarterly/annual presentations to the Board of Directors. • Collaborate with Senior Management across the organization’s business units to establish key measures for business strategies in line with long-term financial objectives. • Report on weekly and monthly business performance and develop new reporting as needed to support corporate goals. • Present monthly/quarterly financial results on monthly sales call with the organization. • Prepare complex financial models to support new market opportunities, partnerships and new products. • Perform monthly and quarterly comparative and variance analysis and work with management in identifying opportunities, risks and corrective action. • Oversee development of processes to effectively forecast revenue and profitability and track performance against targets and key performance indicators (“KPI’s”). • Provide the organization with analysis to proactively guide timely and informed decisions to drive the business.

• VP of Finance

  • Feb 2014 - Feb 2015

  Boston • Assist CFO with core financial due diligence regarding potential acquisitions, helping to identify key risks and potential deal breakers. • Analyze the strengths and weaknesses of target business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of the company’s growth strategy. • Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Convert the data into… Show more • Assist CFO with core financial due diligence regarding potential acquisitions, helping to identify key risks and potential deal breakers. • Analyze the strengths and weaknesses of target business against industry benchmarks, and assist with the evaluation of the potential transaction in the context of the company’s growth strategy. • Analyze detailed financial statement information including income statement, balance sheet, cash flow and key operational data. Convert the data into meaningful information that is used to drive discussions with target management. • Prepare presentations for Board of Directors. • Manage Quality of Earnings, P&L and Working Capital analysis with outside consulting firms. • Responsible for financial post-merger integration (PMI) • Interact with Senior Management to understand their business model and systems and identify plan for PMI activities which highlights critical path items and key hurdles to integration. • Responsible for financial statement consolidation on a monthly basis prior to completion of integration.

• Vice President & Corporate Controller

  • Aug 2008 - Jan 2015

  Boston Responsible for direct supervision of all accounting and financial functions. Primary responsibilities include supervision of the monthly close process, including analytical review of the monthly operating results from a balance sheet and income statement perspective as well as an overall business perspective, preparation of financial statements and monthly reporting package for executive management team, annual preparation of a budget and preparation of reforecast, cash management, track… Show more Responsible for direct supervision of all accounting and financial functions. Primary responsibilities include supervision of the monthly close process, including analytical review of the monthly operating results from a balance sheet and income statement perspective as well as an overall business perspective, preparation of financial statements and monthly reporting package for executive management team, annual preparation of a budget and preparation of reforecast, cash management, track income and expenses, coordinate annual audit with outside auditors, assist in the tax return preparation, supervise accounts payable and receivables, implement policies and procedures to identify, resolve and document accounting issues in addition to creating procedures to make the close and reporting processes more efficient and accurate.



Sanofi

• France
• Pharmaceutical Manufacturing
• 700 & Above Employee

• Principle Audit Analyst

  • Oct 2005 - Jul 2008

  Lead Auditor for Audits of both Australia and Japan. Responsible for establishing and implementing key controls to ensure compliance with Section 404 of the Sarbanes-Oxley Act of 2002. Review process narratives and control self assessments to become familiar with the process to be tested and identify the key controls that need to be tested. Determine audit objectives, audit work plans, extent of compliance with applicable laws, ordinances and established policies to ensure consistency with… Show more Lead Auditor for Audits of both Australia and Japan. Responsible for establishing and implementing key controls to ensure compliance with Section 404 of the Sarbanes-Oxley Act of 2002. Review process narratives and control self assessments to become familiar with the process to be tested and identify the key controls that need to be tested. Determine audit objectives, audit work plans, extent of compliance with applicable laws, ordinances and established policies to ensure consistency with generally accepted auditing standards. Work with Internal Audit management and business or process management to implement business efficiency improvements based on findings that came out of the testing efforts and best practices from other business units, processes or geographies. Show less



PwC

• Professional Services
• 700 & Above Employee

• Assurance Business Advisory Services/Auditor

  • Aug 2001 - Jun 2003

  Conducted audits for various Fortune 500 corporations, including detailed testing of financial statements and supporting documentation. Composition of individual corporation’s financial statements. Reconciling of financial reports. Testing of internal controls and evaluating client adherence to appropriate accounting guidelines while proposing adjustments to improve the client’s business.