Chief Operating Officer, Co-Founder

• Sep 2017 - Present

At Pace Diagnostics, our goal is to provide everyone, anywhere, access to an accurate, low-cost and easy to use point of care diagnostic that will identify more disease cases, as quickly as possible, allowing patients and their healthcare providers the greatest chance for positive outcomes. Pace's flagship diagnostics include those for Tuberculosis and Lung Cancer. At Pace Diagnostics, our goal is to provide everyone, anywhere, access to an accurate, low-cost and easy to use point of care diagnostic that will identify more disease cases, as quickly as possible, allowing patients and their healthcare providers the greatest chance for positive outcomes. Pace's flagship diagnostics include those for Tuberculosis and Lung Cancer.

Advisor

• Sep 2015 - Present

Advise and mentor entrepreneurs on business strategy for high growth scaling; startup financial modeling and budgeting; market intelligence; pitch deck formulation; valuation and fundraising; financial system implementation and integration; concentrating on the entertainment, CPG, tech and biotech spaces. Advise and mentor entrepreneurs on business strategy for high growth scaling; startup financial modeling and budgeting; market intelligence; pitch deck formulation; valuation and fundraising; financial system implementation and integration; concentrating on the entertainment, CPG, tech and biotech spaces.

Chief Financial Officer

• Mar 2014 - Jan 2016

Recruited to create financial and operational infrastructure for this technology start-up. Raised multi-million dollars in capital by leading in-depth market research and preparing financial modeling to position company for funding. Overhauled accounting systems and ensured GAAP standards.Performed forensic evaluation of historic accounting records and introduced accountability for expenses. Designed and documented scalable operations, accounting, client management, and… Show more Recruited to create financial and operational infrastructure for this technology start-up. Raised multi-million dollars in capital by leading in-depth market research and preparing financial modeling to position company for funding. Overhauled accounting systems and ensured GAAP standards.Performed forensic evaluation of historic accounting records and introduced accountability for expenses. Designed and documented scalable operations, accounting, client management, and customer services processes and controls to help company transition from R&D to a client-facing organization. Implemented FP&A functions including annual plan, quarterly forecasts, variance analysis and ad hoc projects. Show less Recruited to create financial and operational infrastructure for this technology start-up. Raised multi-million dollars in capital by leading in-depth market research and preparing financial modeling to position company for funding. Overhauled accounting systems and ensured GAAP standards.Performed forensic evaluation of historic accounting records and introduced accountability for expenses. Designed and documented scalable operations, accounting, client management, and… Show more Recruited to create financial and operational infrastructure for this technology start-up. Raised multi-million dollars in capital by leading in-depth market research and preparing financial modeling to position company for funding. Overhauled accounting systems and ensured GAAP standards.Performed forensic evaluation of historic accounting records and introduced accountability for expenses. Designed and documented scalable operations, accounting, client management, and customer services processes and controls to help company transition from R&D to a client-facing organization. Implemented FP&A functions including annual plan, quarterly forecasts, variance analysis and ad hoc projects. Show less

CFO and SVP of Business Development

• Jan 2008 - Feb 2014

Hired as one of company’s first employees and charged with implementing operational and marketing plans and developing financial reporting and controls systems to optimize company performance while mitigating risk. Created the operational, financial and legal infrastructures, operating plan, budget, policies and procedures to support the business and position for future growth and eventual sale to Hallmark Cards Inc. Built licensing, distribution and monetization strategies that… Show more Hired as one of company’s first employees and charged with implementing operational and marketing plans and developing financial reporting and controls systems to optimize company performance while mitigating risk. Created the operational, financial and legal infrastructures, operating plan, budget, policies and procedures to support the business and position for future growth and eventual sale to Hallmark Cards Inc. Built licensing, distribution and monetization strategies that supported investor expectations,doubled subscriber base and positioned company to scale operation without incurring large costs or taking on more risk. Led team to identify new business opportunities, including industry analysis, market sizing, identifying operational needs, identifying technology requirements, and vendor and partner sourcing . Cut operational costs by 20% by streamlining technology costs and negotiating better contract terms. Led all FP&A functions including annual and 5 year plan, quarterly forecasts, variance analysis and ad hoc projects. Key integration architect for all payroll, accounting and operations systems with Hallmark Inc.'s systems and processes to effect a seamless transition from start up to subsidiary. Played a key role in Hallmark’s acquisition of SpiritClips; prepared all due diligence and qualitative/quantitative analysis to position company’s assets, liabilities, accomplishments and goals. Due diligence package was lauded by Hallmark’s General Counsel as the best they had ever seen. Show less Hired as one of company’s first employees and charged with implementing operational and marketing plans and developing financial reporting and controls systems to optimize company performance while mitigating risk. Created the operational, financial and legal infrastructures, operating plan, budget, policies and procedures to support the business and position for future growth and eventual sale to Hallmark Cards Inc. Built licensing, distribution and monetization strategies that… Show more Hired as one of company’s first employees and charged with implementing operational and marketing plans and developing financial reporting and controls systems to optimize company performance while mitigating risk. Created the operational, financial and legal infrastructures, operating plan, budget, policies and procedures to support the business and position for future growth and eventual sale to Hallmark Cards Inc. Built licensing, distribution and monetization strategies that supported investor expectations,doubled subscriber base and positioned company to scale operation without incurring large costs or taking on more risk. Led team to identify new business opportunities, including industry analysis, market sizing, identifying operational needs, identifying technology requirements, and vendor and partner sourcing . Cut operational costs by 20% by streamlining technology costs and negotiating better contract terms. Led all FP&A functions including annual and 5 year plan, quarterly forecasts, variance analysis and ad hoc projects. Key integration architect for all payroll, accounting and operations systems with Hallmark Inc.'s systems and processes to effect a seamless transition from start up to subsidiary. Played a key role in Hallmark’s acquisition of SpiritClips; prepared all due diligence and qualitative/quantitative analysis to position company’s assets, liabilities, accomplishments and goals. Due diligence package was lauded by Hallmark’s General Counsel as the best they had ever seen. Show less

Co-Founder, Managing Director

• 2003 - 2008

Served as Managing Director/CEO for pre-IPO technology start up.Identified investors, authored financial policy and financial controls and streamlined processes. Negotiated all legal agreements, business formations, marketing agreements and banking relationships. Hired/managed software development team and built client pipeline in Asia. Designed, managed and marketed sophisticated logistics software targeted at foreign freight forwarding Companies.. Retooled software features to make it… Show more Served as Managing Director/CEO for pre-IPO technology start up.Identified investors, authored financial policy and financial controls and streamlined processes. Negotiated all legal agreements, business formations, marketing agreements and banking relationships. Hired/managed software development team and built client pipeline in Asia. Designed, managed and marketed sophisticated logistics software targeted at foreign freight forwarding Companies.. Retooled software features to make it more intuitiveness and competitive and achieve compliance with US government regulations. Negotiated equity partnerships to execute the software build and company startup. Show less Served as Managing Director/CEO for pre-IPO technology start up.Identified investors, authored financial policy and financial controls and streamlined processes. Negotiated all legal agreements, business formations, marketing agreements and banking relationships. Hired/managed software development team and built client pipeline in Asia. Designed, managed and marketed sophisticated logistics software targeted at foreign freight forwarding Companies.. Retooled software features to make it… Show more Served as Managing Director/CEO for pre-IPO technology start up.Identified investors, authored financial policy and financial controls and streamlined processes. Negotiated all legal agreements, business formations, marketing agreements and banking relationships. Hired/managed software development team and built client pipeline in Asia. Designed, managed and marketed sophisticated logistics software targeted at foreign freight forwarding Companies.. Retooled software features to make it more intuitiveness and competitive and achieve compliance with US government regulations. Negotiated equity partnerships to execute the software build and company startup. Show less

CFO

• 2006 - 2007

Hired to prepare company financials for capital raising. Led forensic accounting initiatives to ensure accurate reporting of historical and on-going financial information. During tenure, revenues and headcount tripled. Hired to prepare company financials for capital raising. Led forensic accounting initiatives to ensure accurate reporting of historical and on-going financial information. During tenure, revenues and headcount tripled.

CFO, VP Business Development

• 1998 - 2003

Managed financial integration after company was acquired by a $10B foreign company; seamlessly merged accounting systems, processes and operational functions. Implemented accounting and control systems to ensure financial rigor and prepare company for audit process. Represented company during quarterly financial management meetings with parent company. Landed accounts with some of the largest regional and national soccer leagues in the country. Managed financial integration after company was acquired by a $10B foreign company; seamlessly merged accounting systems, processes and operational functions. Implemented accounting and control systems to ensure financial rigor and prepare company for audit process. Represented company during quarterly financial management meetings with parent company. Landed accounts with some of the largest regional and national soccer leagues in the country.

Managing Director

• 1997 - 1998

Executive of Finance and Operations

• 1995 - 1997

Director, Finance

• 1993 - 1995

Financial Adminstrator

• 1991 - 1992

Manager

• 1988 - 1990

Manager

• 1984 - 1988