Experience

Bonfire Advisory

• Business Consulting and Services
• 1 - 100 Employee

• Founder

  • Dec 2022 - Present

  Bonfire Advisory provides CFO services to venture and growth stage companies that have complex financial and operational needs but can't afford a full-time, experienced CFO. Services include: • Day-to-day accounting oversight • Financial reporting, analysis, and systems • Buy-side and sell-side mergers and acquisitions • Capital raises, both for equity and debt • International expansion • HR, payroll, and benefits oversight • Facilities / lease negotiations Bonfire Advisory provides CFO services to venture and growth stage companies that have complex financial and operational needs but can't afford a full-time, experienced CFO. Services include: • Day-to-day accounting oversight • Financial reporting, analysis, and systems • Buy-side and sell-side mergers and acquisitions • Capital raises, both for equity and debt • International expansion • HR, payroll, and benefits oversight • Facilities / lease negotiations



Parchment Inc.

• United States
• IT Services and IT Consulting

• Chief Financial Officer

  • Nov 2020 - Nov 2022

  Parchment is the dominant SAAS software platform that facilitates the transfer of digital credentials, notably transcripts and graduation verifications, between K-12 and Higher Ed institutions, plus Parchment is a leading provider of print and electronic diplomas. Parchment has the leading market share in 6 international markets. Key responsibilities and accomplishments: • Supported a 50% increase in revenues through organic growth and M&A, including substantial growth in Gross… Show more Parchment is the dominant SAAS software platform that facilitates the transfer of digital credentials, notably transcripts and graduation verifications, between K-12 and Higher Ed institutions, plus Parchment is a leading provider of print and electronic diplomas. Parchment has the leading market share in 6 international markets. Key responsibilities and accomplishments: • Supported a 50% increase in revenues through organic growth and M&A, including substantial growth in Gross Margin % and EBITDA %. • Closed on 3 acquisitions in 18 months. Show less Parchment is the dominant SAAS software platform that facilitates the transfer of digital credentials, notably transcripts and graduation verifications, between K-12 and Higher Ed institutions, plus Parchment is a leading provider of print and electronic diplomas. Parchment has the leading market share in 6 international markets. Key responsibilities and accomplishments: • Supported a 50% increase in revenues through organic growth and M&A, including substantial growth in Gross… Show more Parchment is the dominant SAAS software platform that facilitates the transfer of digital credentials, notably transcripts and graduation verifications, between K-12 and Higher Ed institutions, plus Parchment is a leading provider of print and electronic diplomas. Parchment has the leading market share in 6 international markets. Key responsibilities and accomplishments: • Supported a 50% increase in revenues through organic growth and M&A, including substantial growth in Gross Margin % and EBITDA %. • Closed on 3 acquisitions in 18 months. Show less



Solera Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2018 - Nov 2020

  Solera: • Is a venture-stage technology and payment innovation company that matches individuals to a curated network of community and digital health providers, with providers being paid through medical claims submitted by Solera on their behalf for achieving clinical outcomes. • Solera's platform provides access to solutions covering a wide range of chronic and lifestyle health conditions, including diabetes, hypertension, weight management, tobacco cessation, stress and sleep… Show more Solera: • Is a venture-stage technology and payment innovation company that matches individuals to a curated network of community and digital health providers, with providers being paid through medical claims submitted by Solera on their behalf for achieving clinical outcomes. • Solera's platform provides access to solutions covering a wide range of chronic and lifestyle health conditions, including diabetes, hypertension, weight management, tobacco cessation, stress and sleep quality. • Is backed by several premier private equity firms, including Sandbox Industries, Adams Street, SJF, and the venture arms of several Blue Cross Blue Shield organizations. Key responsibilities and accomplishments: • Closed on approx. $50M in equity and $5M in debt across various investment rounds. • Steered the company through various accounting and systems projects, culminating in the successful, on-time completion of the company's first audit (which was handled by a Big 4 firm). • Drove efforts for the company to narrow its focus, both in terms of business lines and customers, to improve profitability. Show less Solera: • Is a venture-stage technology and payment innovation company that matches individuals to a curated network of community and digital health providers, with providers being paid through medical claims submitted by Solera on their behalf for achieving clinical outcomes. • Solera's platform provides access to solutions covering a wide range of chronic and lifestyle health conditions, including diabetes, hypertension, weight management, tobacco cessation, stress and sleep… Show more Solera: • Is a venture-stage technology and payment innovation company that matches individuals to a curated network of community and digital health providers, with providers being paid through medical claims submitted by Solera on their behalf for achieving clinical outcomes. • Solera's platform provides access to solutions covering a wide range of chronic and lifestyle health conditions, including diabetes, hypertension, weight management, tobacco cessation, stress and sleep quality. • Is backed by several premier private equity firms, including Sandbox Industries, Adams Street, SJF, and the venture arms of several Blue Cross Blue Shield organizations. Key responsibilities and accomplishments: • Closed on approx. $50M in equity and $5M in debt across various investment rounds. • Steered the company through various accounting and systems projects, culminating in the successful, on-time completion of the company's first audit (which was handled by a Big 4 firm). • Drove efforts for the company to narrow its focus, both in terms of business lines and customers, to improve profitability. Show less



EXOS

• Lebanon
• Holding Companies
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2014 - Jul 2018

  With 3,700 employees operating in over a dozen countries with 200+ clients at 500+ locations, EXOS spans a variety of healthcare services as the global industry leader in improving integrated human performance. EXOS: • Provides physical training, nutrition counseling, and physical rehabilitation for professional and amateur athletes and elite military. • Manages corporate & community fitness centers and develops fitness-related technologies for many of the world’s leading… Show more With 3,700 employees operating in over a dozen countries with 200+ clients at 500+ locations, EXOS spans a variety of healthcare services as the global industry leader in improving integrated human performance. EXOS: • Provides physical training, nutrition counseling, and physical rehabilitation for professional and amateur athletes and elite military. • Manages corporate & community fitness centers and develops fitness-related technologies for many of the world’s leading companies. • Operates consumer-facing physical therapy practices throughout the U.S. Key responsibilities and accomplishments: • Responsible for all accounting, financial planning/analysis, insurance, and banking. 4 direct reports and 20+ total reports. • Oversaw growth of EXOS from $50M in revenues and break-even EBITDA in ’14 to $185M in revenues and solid profitability in ’18. • Led relationships with private equity backers and lenders. • Played a key role in the acquisition of MediFit, a manager of corporate & community fitness centers, doubling the size of the total company. • Played a key role in the acquisition of D1 Sports Medicine, a national physical therapy chain. • Assisted in the sale of the company in 2018 to two private equity groups. Show less With 3,700 employees operating in over a dozen countries with 200+ clients at 500+ locations, EXOS spans a variety of healthcare services as the global industry leader in improving integrated human performance. EXOS: • Provides physical training, nutrition counseling, and physical rehabilitation for professional and amateur athletes and elite military. • Manages corporate & community fitness centers and develops fitness-related technologies for many of the world’s leading… Show more With 3,700 employees operating in over a dozen countries with 200+ clients at 500+ locations, EXOS spans a variety of healthcare services as the global industry leader in improving integrated human performance. EXOS: • Provides physical training, nutrition counseling, and physical rehabilitation for professional and amateur athletes and elite military. • Manages corporate & community fitness centers and develops fitness-related technologies for many of the world’s leading companies. • Operates consumer-facing physical therapy practices throughout the U.S. Key responsibilities and accomplishments: • Responsible for all accounting, financial planning/analysis, insurance, and banking. 4 direct reports and 20+ total reports. • Oversaw growth of EXOS from $50M in revenues and break-even EBITDA in ’14 to $185M in revenues and solid profitability in ’18. • Led relationships with private equity backers and lenders. • Played a key role in the acquisition of MediFit, a manager of corporate & community fitness centers, doubling the size of the total company. • Played a key role in the acquisition of D1 Sports Medicine, a national physical therapy chain. • Assisted in the sale of the company in 2018 to two private equity groups. Show less



Resource

• United Kingdom
• Market Research

• Chief Financial Officer

  • Feb 2011 - Jun 2014

  • With 400+ employees across multiple offices, Resource was the largest independent digital advertising agency in the U.S. (Resource was acquired by IBM in 2016 and is now part of IBM iX). • Responsible for all accounting, financial planning/analysis, technology infrastructure, and facilities, plus oversaw project management, research, and analytics on an interim basis. Three direct reports & 30+ total reports. • Played a pivotal role in the sale of a minority stake in the business to… Show more • With 400+ employees across multiple offices, Resource was the largest independent digital advertising agency in the U.S. (Resource was acquired by IBM in 2016 and is now part of IBM iX). • Responsible for all accounting, financial planning/analysis, technology infrastructure, and facilities, plus oversaw project management, research, and analytics on an interim basis. Three direct reports & 30+ total reports. • Played a pivotal role in the sale of a minority stake in the business to a private equity firm. • Led relationships with our investment bankers, private equity partner, and commercial banks. • Drove the identification and vetting process of potential acquisitions. Acquired Ammirati, a NYC-based creative agency, in 2014. • Drove the implementation of a new ERP system. • Secured new facilities locations in San Francisco, Chicago, and Columbus (headquarters). Show less • With 400+ employees across multiple offices, Resource was the largest independent digital advertising agency in the U.S. (Resource was acquired by IBM in 2016 and is now part of IBM iX). • Responsible for all accounting, financial planning/analysis, technology infrastructure, and facilities, plus oversaw project management, research, and analytics on an interim basis. Three direct reports & 30+ total reports. • Played a pivotal role in the sale of a minority stake in the business to… Show more • With 400+ employees across multiple offices, Resource was the largest independent digital advertising agency in the U.S. (Resource was acquired by IBM in 2016 and is now part of IBM iX). • Responsible for all accounting, financial planning/analysis, technology infrastructure, and facilities, plus oversaw project management, research, and analytics on an interim basis. Three direct reports & 30+ total reports. • Played a pivotal role in the sale of a minority stake in the business to a private equity firm. • Led relationships with our investment bankers, private equity partner, and commercial banks. • Drove the identification and vetting process of potential acquisitions. Acquired Ammirati, a NYC-based creative agency, in 2014. • Drove the implementation of a new ERP system. • Secured new facilities locations in San Francisco, Chicago, and Columbus (headquarters). Show less



inVentiv Health Communications

• United States
• Advertising Services
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2008 - Feb 2011

  • inVentiv Communications (now part of Syneos Health) is a holding company that owns advertising, marketing, and public relations agencies focused on the pharmaceutical and medical device spaces. • Responsible for accounting, financial management, reporting, analysis, Sarbanes Oxley compliance, and operational procedures of all business units worldwide. • Played a significant role in helping the company grow from 4 business units, $50M in revenues, and 300 employees, to 20 business… Show more • inVentiv Communications (now part of Syneos Health) is a holding company that owns advertising, marketing, and public relations agencies focused on the pharmaceutical and medical device spaces. • Responsible for accounting, financial management, reporting, analysis, Sarbanes Oxley compliance, and operational procedures of all business units worldwide. • Played a significant role in helping the company grow from 4 business units, $50M in revenues, and 300 employees, to 20 business units, $300M in revenues, and 1,600 employees. • Helped the overall business achieve above industry average operating margins. • Helped either start or acquire and integrate entities in the US, Canada, Mexico, the UK, Germany, France, and Italy. • Assisted with the sale of the company in 2005 to inVentiv Health, a public company, and in 2010 to Thomas H. Lee Partners, a private equity firm. • Oversaw a staff of 35.

• SVP / Controller

  • Nov 2000 - Jan 2008



L Brands

• United States
• Retail
• 700 & Above Employee

• Store Controller (Structure Division)

  • 1999 - 2000

• Manager of Financial Analysis & Reporting

  • 1999 - 1999

• Senior Financial Analyst

  • 1997 - 1999


CSC Index
• Information Technology & Services
• Senior Consultant, Consultant

  • 1995 - 1997