Experience

HireRoad
• United States
• Software Development
• 1 - 100 Employee
• Chief Financial Officer

  • Jun 2022 - Mar 2023


John Wiley & Sons, Inc.

• United States

• Sr. Director, Financial Planning & Analysis / Divisional CFO (Atypon Systems)

  • Sep 2016 - Mar 2022

  Lead financial manager for the Wiley's Atypon Systems division, consisting of five legal entities across EMEA and the US. Responsible for strategic planning, forecasting and reporting for the Atypon companies within WIley. Managed transition from legacy systems to SAP and centralization of accounting operations to shared services. Led buy-side diligence and integration for 4 M&A transactions. Lead financial manager for the Wiley's Atypon Systems division, consisting of five legal entities across EMEA and the US. Responsible for strategic planning, forecasting and reporting for the Atypon companies within WIley. Managed transition from legacy systems to SAP and centralization of accounting operations to shared services. Led buy-side diligence and integration for 4 M&A transactions.



Atypon Systems, Inc. (acquired by John Wiley & Sons, Inc.)

• Chief Financial Officer

  • Mar 2012 - Sep 2016

  Led financial operations for $32m privately-held SaaS company. Managed sell-side due diligence, resulting in $120m sale to a strategic buyer, John Wiley & Sons, Inc., and was hired by Wiley as divisional CFO post-acquisition. Led financial operations for $32m privately-held SaaS company. Managed sell-side due diligence, resulting in $120m sale to a strategic buyer, John Wiley & Sons, Inc., and was hired by Wiley as divisional CFO post-acquisition.



Self-Employed

• Real Estate
• 1 - 100 Employee

• Consultant

  • Aug 2010 - Mar 2012

  Providing financial and strategic consulting services to technology ventures. Representative engagements include serving as interim CFO for a mobile app development firm, interim CFO for SaaS provider and evaluating new product strategies for an online legal services provider. Providing financial and strategic consulting services to technology ventures. Representative engagements include serving as interim CFO for a mobile app development firm, interim CFO for SaaS provider and evaluating new product strategies for an online legal services provider.



Bankruptcy Management Solutions, Inc.

• VP - Finance / Operations

  • 2005 - Aug 2010

  Private-equity-backed, case management software provider to US bankruptcy trustees. Reporting to the CEO, I conceived of, designed and launched products to address new markets including Chapter 11 case management and consumer financial education. Managed relationships with banking partners and was responsible for maximizing return and minimizing cost of funds on $2 billion+ portfolio of trustee deposits. Led migration to new banking partners and brokered deposit model to mitigate the… Show more Private-equity-backed, case management software provider to US bankruptcy trustees. Reporting to the CEO, I conceived of, designed and launched products to address new markets including Chapter 11 case management and consumer financial education. Managed relationships with banking partners and was responsible for maximizing return and minimizing cost of funds on $2 billion+ portfolio of trustee deposits. Led migration to new banking partners and brokered deposit model to mitigate the impact of historically low interest rates. Prepared and presented results to Board of Directors. Show less Private-equity-backed, case management software provider to US bankruptcy trustees. Reporting to the CEO, I conceived of, designed and launched products to address new markets including Chapter 11 case management and consumer financial education. Managed relationships with banking partners and was responsible for maximizing return and minimizing cost of funds on $2 billion+ portfolio of trustee deposits. Led migration to new banking partners and brokered deposit model to mitigate the… Show more Private-equity-backed, case management software provider to US bankruptcy trustees. Reporting to the CEO, I conceived of, designed and launched products to address new markets including Chapter 11 case management and consumer financial education. Managed relationships with banking partners and was responsible for maximizing return and minimizing cost of funds on $2 billion+ portfolio of trustee deposits. Led migration to new banking partners and brokered deposit model to mitigate the impact of historically low interest rates. Prepared and presented results to Board of Directors. Show less



CMF Associates

• United Kingdom
• Consumer Services

• Consultant

  • 2003 - 2005

  Financial advisory and interim CFO/Controller services to private-equity-backed organizations including: Bankruptcy Management Solutions, Inc., Visual Products, Inc. and ActionEmco LLC. Financial advisory and interim CFO/Controller services to private-equity-backed organizations including: Bankruptcy Management Solutions, Inc., Visual Products, Inc. and ActionEmco LLC.



Xlibris

• United States
• Book and Periodical Publishing
• 200 - 300 Employee

• VP Operations

  • 1999 - 2003

  Venture-backed technology-based, print-on-demand publisher. Managed the company's customer service, graphic design, book printing and information technology operations—70 employees in the Philadelphia and Philippines locations, with 8 direct reports and an annual budget of $4M. Venture-backed technology-based, print-on-demand publisher. Managed the company's customer service, graphic design, book printing and information technology operations—70 employees in the Philadelphia and Philippines locations, with 8 direct reports and an annual budget of $4M.


Deloitte
• Business Consulting and Services
• 700 & Above Employee
• Audit & Assurance

  • 1994 - 1999