Experience

Golden Peak Media: Creative Enthusiast Network

• United States
• Book and Periodical Publishing
• 1 - 100 Employee

• Board Consultant

  • Feb 2023 - Present

  Providing consulting services on special projects, including: development of an AI-based editorial taxonomy system, in-depth circulation analyses/projections, and analytics/advisory on M&A projects Providing consulting services on special projects, including: development of an AI-based editorial taxonomy system, in-depth circulation analyses/projections, and analytics/advisory on M&A projects



Adweek

• United States
• Technology, Information and Media
• 100 - 200 Employee

• Chief Financial Officer

  • Nov 2016 - Sep 2023

  - Led all Finance, FP&A, Human Resources, Legal, and IT Support activities (hired/managed a team of ten) - Established entirely new finance/accounting operation, including all policies, systems, and processes - Full GL responsibility, including revenue recognition, monthly close, cash management/projection, payroll, financial statement creation and analysis, and execution of annual audit with outside firm - Company resource for strategic and operational financial modeling… Show more - Led all Finance, FP&A, Human Resources, Legal, and IT Support activities (hired/managed a team of ten) - Established entirely new finance/accounting operation, including all policies, systems, and processes - Full GL responsibility, including revenue recognition, monthly close, cash management/projection, payroll, financial statement creation and analysis, and execution of annual audit with outside firm - Company resource for strategic and operational financial modeling, budgeting, forecasting, and reporting, providing comprehensive analytic/decision support to key stakeholders across the company - Led Salesforce.com administration for sales and finance, including all system development and reporting - Planned/led/executed initial migration of company ERP system from MSFT/Great Plains to NetSuite - Restructured sales and general staff compensation plans to better align them with company goals/performance - Led all due diligence, financial modeling, and analyses associated with the sale of the company in June 2020 - Budgeted, managed and executed office relocation/remodeling/refurnishing for 90+ employees (23k sqft) - During my tenure annual revenues rose by 100%+ ($40MM+) and profits by 300%, with minimal additional finance operations costs Show less - Led all Finance, FP&A, Human Resources, Legal, and IT Support activities (hired/managed a team of ten) - Established entirely new finance/accounting operation, including all policies, systems, and processes - Full GL responsibility, including revenue recognition, monthly close, cash management/projection, payroll, financial statement creation and analysis, and execution of annual audit with outside firm - Company resource for strategic and operational financial modeling… Show more - Led all Finance, FP&A, Human Resources, Legal, and IT Support activities (hired/managed a team of ten) - Established entirely new finance/accounting operation, including all policies, systems, and processes - Full GL responsibility, including revenue recognition, monthly close, cash management/projection, payroll, financial statement creation and analysis, and execution of annual audit with outside firm - Company resource for strategic and operational financial modeling, budgeting, forecasting, and reporting, providing comprehensive analytic/decision support to key stakeholders across the company - Led Salesforce.com administration for sales and finance, including all system development and reporting - Planned/led/executed initial migration of company ERP system from MSFT/Great Plains to NetSuite - Restructured sales and general staff compensation plans to better align them with company goals/performance - Led all due diligence, financial modeling, and analyses associated with the sale of the company in June 2020 - Budgeted, managed and executed office relocation/remodeling/refurnishing for 90+ employees (23k sqft) - During my tenure annual revenues rose by 100%+ ($40MM+) and profits by 300%, with minimal additional finance operations costs Show less



Independent Consultant

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Finance and Accounting Consultant

  • Jun 2016 - Nov 2016

  Freelance finance and accounting consultant for multiple clients. Projects included: - Creating detailed financial models, forecasts and analyses in support of company financing efforts - Managing monthly close, revenue and cash reconciliations - Providing audit preparation and support - Restructuring client's chart of accounts - Salesforce.com administration and programming - Consolidating multiple client lists (10,000+ records) into single list; clean… Show more Freelance finance and accounting consultant for multiple clients. Projects included: - Creating detailed financial models, forecasts and analyses in support of company financing efforts - Managing monthly close, revenue and cash reconciliations - Providing audit preparation and support - Restructuring client's chart of accounts - Salesforce.com administration and programming - Consolidating multiple client lists (10,000+ records) into single list; clean, de-duplicate, standardize and normalize data. Output final list as both raw data and useable .pdf reports. Show less Freelance finance and accounting consultant for multiple clients. Projects included: - Creating detailed financial models, forecasts and analyses in support of company financing efforts - Managing monthly close, revenue and cash reconciliations - Providing audit preparation and support - Restructuring client's chart of accounts - Salesforce.com administration and programming - Consolidating multiple client lists (10,000+ records) into single list; clean… Show more Freelance finance and accounting consultant for multiple clients. Projects included: - Creating detailed financial models, forecasts and analyses in support of company financing efforts - Managing monthly close, revenue and cash reconciliations - Providing audit preparation and support - Restructuring client's chart of accounts - Salesforce.com administration and programming - Consolidating multiple client lists (10,000+ records) into single list; clean, de-duplicate, standardize and normalize data. Output final list as both raw data and useable .pdf reports. Show less



BrightLine LLC

• Market Research
• 1 - 100 Employee

• VP, Director FP&A/Controller

  • Apr 2013 - Nov 2015

  Re-established all finance, accounting and sales reporting/analysis operations and systems for a rapidly-growing interactive television advertising/development company. Developed the company’s first formal financial/sales reporting systems, structuring required databases and initiated the use of Crystal Reports. Responsible for all accounting activities. Created complex predictive operating models. Provided all analyses and projections in support of company funding initiatives. Automated sales… Show more Re-established all finance, accounting and sales reporting/analysis operations and systems for a rapidly-growing interactive television advertising/development company. Developed the company’s first formal financial/sales reporting systems, structuring required databases and initiated the use of Crystal Reports. Responsible for all accounting activities. Created complex predictive operating models. Provided all analyses and projections in support of company funding initiatives. Automated sales and finance reporting/analysis activities, including complex revenue and balance sheet reconciliations. Provided audit support, accounting reconciliations/narratives, and all budgeting and reforecasting activities. Salesforce.com administrator/programmer. Show less Re-established all finance, accounting and sales reporting/analysis operations and systems for a rapidly-growing interactive television advertising/development company. Developed the company’s first formal financial/sales reporting systems, structuring required databases and initiated the use of Crystal Reports. Responsible for all accounting activities. Created complex predictive operating models. Provided all analyses and projections in support of company funding initiatives. Automated sales… Show more Re-established all finance, accounting and sales reporting/analysis operations and systems for a rapidly-growing interactive television advertising/development company. Developed the company’s first formal financial/sales reporting systems, structuring required databases and initiated the use of Crystal Reports. Responsible for all accounting activities. Created complex predictive operating models. Provided all analyses and projections in support of company funding initiatives. Automated sales and finance reporting/analysis activities, including complex revenue and balance sheet reconciliations. Provided audit support, accounting reconciliations/narratives, and all budgeting and reforecasting activities. Salesforce.com administrator/programmer. Show less



Applied Compliance Management, Inc.

• Consultant/Interim CFO

  • Nov 2011 - Jun 2013

  Directed all strategic and financial activities of an employee information management start-up (pre-launch). Created financial models/business plans, participated in systems and service offerings development, established financial processes and pricing, managed all external legal and accounting resources, wrote/produced website and all marketing materials/presentations. Directed all strategic and financial activities of an employee information management start-up (pre-launch). Created financial models/business plans, participated in systems and service offerings development, established financial processes and pricing, managed all external legal and accounting resources, wrote/produced website and all marketing materials/presentations.



Fairchild Fashion Media

• Finance Consultant

  • Oct 2010 - Dec 2011

  Designed, built and implemented entirely new revenue reporting and analysis system that consolidated actual/YTD sales revenue data with client-by-client sales projections across all five Fairchild Fashion Media businesses. System significantly enhanced divisional revenue reporting and analysis capabilities, making possible previously-unavailable product detail/trend analyses, rolling forecasts and performance reports, and reducing divisional consolidation/reporting turnaround times. Designed, built and implemented entirely new revenue reporting and analysis system that consolidated actual/YTD sales revenue data with client-by-client sales projections across all five Fairchild Fashion Media businesses. System significantly enhanced divisional revenue reporting and analysis capabilities, making possible previously-unavailable product detail/trend analyses, rolling forecasts and performance reports, and reducing divisional consolidation/reporting turnaround times.



Conde Nast /Teen Vogue

• Finance Director (Temporary Fill In)

  • Mar 2010 - Aug 2010

  Managed all aspects of finance, including all sales support, budgeting, pricing and business reporting/analysis activities. Created detailed financial models to support executive management’s new multi-million dollar strategic planning initiatives. Managed all aspects of finance, including all sales support, budgeting, pricing and business reporting/analysis activities. Created detailed financial models to support executive management’s new multi-million dollar strategic planning initiatives.



Time Inc.

• United States
• Book and Periodical Publishing
• 700 & Above Employee

• Finance Director

  • May 2002 - Dec 2009

  Media Networks, Inc. (MNI) / Targeted Media, Inc. (TMI) Led Finance activities, including: client pricing, contracts, billing, collections, monthly close/variance analyses, budgeting/planning, reporting/analysis, corporate audits, and compliance reviews for two divisions (revenues $80+ million) selling print and online advertising. Restructured product pricing and sales compensation plans for both divisions, increasing profitability. Provided all divisional financial modeling… Show more Media Networks, Inc. (MNI) / Targeted Media, Inc. (TMI) Led Finance activities, including: client pricing, contracts, billing, collections, monthly close/variance analyses, budgeting/planning, reporting/analysis, corporate audits, and compliance reviews for two divisions (revenues $80+ million) selling print and online advertising. Restructured product pricing and sales compensation plans for both divisions, increasing profitability. Provided all divisional financial modeling, forecasting and analysis. Spearheaded the adoption of Crystal Reports, significantly improving the division’s analytical and reporting capabilities, and reducing response time for regular and ad hoc reports by 75%. Developed and implemented numerous process/system improvements, reducing staffing needs by 20% and saving over $250K annually. Directed all Accounting activities for TMI division (full P&L and Balance Sheet management). Redefined divisional revenue recognition procedure and built database system to support the change. Show less Media Networks, Inc. (MNI) / Targeted Media, Inc. (TMI) Led Finance activities, including: client pricing, contracts, billing, collections, monthly close/variance analyses, budgeting/planning, reporting/analysis, corporate audits, and compliance reviews for two divisions (revenues $80+ million) selling print and online advertising. Restructured product pricing and sales compensation plans for both divisions, increasing profitability. Provided all divisional financial modeling… Show more Media Networks, Inc. (MNI) / Targeted Media, Inc. (TMI) Led Finance activities, including: client pricing, contracts, billing, collections, monthly close/variance analyses, budgeting/planning, reporting/analysis, corporate audits, and compliance reviews for two divisions (revenues $80+ million) selling print and online advertising. Restructured product pricing and sales compensation plans for both divisions, increasing profitability. Provided all divisional financial modeling, forecasting and analysis. Spearheaded the adoption of Crystal Reports, significantly improving the division’s analytical and reporting capabilities, and reducing response time for regular and ad hoc reports by 75%. Developed and implemented numerous process/system improvements, reducing staffing needs by 20% and saving over $250K annually. Directed all Accounting activities for TMI division (full P&L and Balance Sheet management). Redefined divisional revenue recognition procedure and built database system to support the change. Show less



The Museum of Modern Art

• Museums, Historical Sites, and Zoos
• 700 & Above Employee

• Financial Consultant

  • Apr 2001 - Mar 2002

  Financial consultant providing financial modeling and forecasting for six new revenue opportunities for the Museum, as well as analysis of existing operations for the Museum's management/trustees. Recommendations included: detailed product descriptions, implementation plans and in-depth financial models/projections. Financial consultant providing financial modeling and forecasting for six new revenue opportunities for the Museum, as well as analysis of existing operations for the Museum's management/trustees. Recommendations included: detailed product descriptions, implementation plans and in-depth financial models/projections.



Omnipod, Inc.

• Director of Strategic Marketing and Information

  • Jan 2000 - Jan 2001

  Structured information management processes for Internet start-up. Developed strategic plans (including all financial models) for adding music to the system and targeting the youth market. Structured information management processes for Internet start-up. Developed strategic plans (including all financial models) for adding music to the system and targeting the youth market.



Uproar.com, Inc

• Director

  • Jan 1999 - Jan 2000

  Directed all development activities (design, production, and marketing) for the creation of a new ecommerce site, bringing 'The Uproar Store' from concept to live in less than 90 days. Directed all development activities (design, production, and marketing) for the creation of a new ecommerce site, bringing 'The Uproar Store' from concept to live in less than 90 days.



CIBC World Markets

• Canada
• Investment Banking
• 1 - 100 Employee

• Equity Analyst

  • Jan 1995 - Jan 1999

  Researched, wrote and presented detailed investment recommendations for equities in the Retail and Capital Goods sectors. Researched, wrote and presented detailed investment recommendations for equities in the Retail and Capital Goods sectors.

• Marketing Research / Sales Development / Database Programming - People, Life, Entertainment Weekly

  • Jan 1985 - Jan 1995

  Directed marketing information analytics, and wrote/produced sales presentation and materials to support national sales efforts for three national publications. Conducted and analyzed both syndicated and original marketing research, translating results into viable sales materials. Designed, programmed and implemented numerous sales and marketing databases using FileMaker Pro while attending graduate school. Created extensive photo-rights management database used by editorial at Time… Show more Directed marketing information analytics, and wrote/produced sales presentation and materials to support national sales efforts for three national publications. Conducted and analyzed both syndicated and original marketing research, translating results into viable sales materials. Designed, programmed and implemented numerous sales and marketing databases using FileMaker Pro while attending graduate school. Created extensive photo-rights management database used by editorial at Time Inc. Show less Directed marketing information analytics, and wrote/produced sales presentation and materials to support national sales efforts for three national publications. Conducted and analyzed both syndicated and original marketing research, translating results into viable sales materials. Designed, programmed and implemented numerous sales and marketing databases using FileMaker Pro while attending graduate school. Created extensive photo-rights management database used by editorial at Time… Show more Directed marketing information analytics, and wrote/produced sales presentation and materials to support national sales efforts for three national publications. Conducted and analyzed both syndicated and original marketing research, translating results into viable sales materials. Designed, programmed and implemented numerous sales and marketing databases using FileMaker Pro while attending graduate school. Created extensive photo-rights management database used by editorial at Time Inc. Show less



Wells Rich Greene

• Wellness and Fitness Services

• Media Supervisor

  • 1983 - 1985

  Directed media planning activities for national adverting clients. Directed media planning activities for national adverting clients.



The Marschalk Co., Inc.

• Media Planner

  • 1982 - 1983

  Member of team developing media plans for national advertisers. Member of team developing media plans for national advertisers.