Experience

Nperspective CFO & Strategic Services
• United States
• Financial Services
• 1 - 100 Employee
• Principal

  • Mar 2023 - Present


Phipps Reporting, Inc.

• United States
• Legal Services
• 1 - 100 Employee

• Chief Financial Officer

  • Mar 2020 - Jan 2023

  Joined Phipps in newly created CFO role to upgrade and professionalize accounting and finance functions. Within weeks after joining in early March 2020, steered, with CEO, Covid triage and executed urgent initiatives which helped to drive short-term recovery back to a double-digit growth pattern. • Company was acquired in July 2022 by national, private equity backed company for above-market multiple of EBITDA. Led preparation and delivery of financial information and presentation… Show more Joined Phipps in newly created CFO role to upgrade and professionalize accounting and finance functions. Within weeks after joining in early March 2020, steered, with CEO, Covid triage and executed urgent initiatives which helped to drive short-term recovery back to a double-digit growth pattern. • Company was acquired in July 2022 by national, private equity backed company for above-market multiple of EBITDA. Led preparation and delivery of financial information and presentation. Played integral part of due diligence and disclosure process leading to closing. Hired to 6-month consultant contract to assist in transition. • Planned and coordinated transition from Cash basis accounting to Accrual basis. Oversaw Phipps’ first-ever annual review reports with nationally ranked accounting firm. • Implemented flash and monthly financial reporting and analysis. Created monthly forecast and budget models, weekly cash flow projections, and dashboard schedules tracking financial performance and leading indicator KPIs. • Completed valuation analysis for CEO on acquisition targets. Responsible for integrating accounting and admin post-closing on six completed acquisitions. • Established internal AR collection function. Guided build-out and directed ongoing initiative. Resulted in over 80% reduction long-dated past due balances and more than $1.5mm in cash flow from past due invoices. • Designed and oversaw third-party development of custom online payment portal for credit card and ACH payments with back-end transactional reporting. • Completed full PPP loan package and forgiveness application. Renegotiated improved terms and conditions, and pricing on Bank credit lines. • Expanded accounting team from two employees to five. Established weekly accounting calendar going out 60 days to manage objectives and deliverables, and implemented monthly close procedures and timelines. Improved team efficiency by upgrading technology, equipment, and processes. Show less Joined Phipps in newly created CFO role to upgrade and professionalize accounting and finance functions. Within weeks after joining in early March 2020, steered, with CEO, Covid triage and executed urgent initiatives which helped to drive short-term recovery back to a double-digit growth pattern. • Company was acquired in July 2022 by national, private equity backed company for above-market multiple of EBITDA. Led preparation and delivery of financial information and presentation… Show more Joined Phipps in newly created CFO role to upgrade and professionalize accounting and finance functions. Within weeks after joining in early March 2020, steered, with CEO, Covid triage and executed urgent initiatives which helped to drive short-term recovery back to a double-digit growth pattern. • Company was acquired in July 2022 by national, private equity backed company for above-market multiple of EBITDA. Led preparation and delivery of financial information and presentation. Played integral part of due diligence and disclosure process leading to closing. Hired to 6-month consultant contract to assist in transition. • Planned and coordinated transition from Cash basis accounting to Accrual basis. Oversaw Phipps’ first-ever annual review reports with nationally ranked accounting firm. • Implemented flash and monthly financial reporting and analysis. Created monthly forecast and budget models, weekly cash flow projections, and dashboard schedules tracking financial performance and leading indicator KPIs. • Completed valuation analysis for CEO on acquisition targets. Responsible for integrating accounting and admin post-closing on six completed acquisitions. • Established internal AR collection function. Guided build-out and directed ongoing initiative. Resulted in over 80% reduction long-dated past due balances and more than $1.5mm in cash flow from past due invoices. • Designed and oversaw third-party development of custom online payment portal for credit card and ACH payments with back-end transactional reporting. • Completed full PPP loan package and forgiveness application. Renegotiated improved terms and conditions, and pricing on Bank credit lines. • Expanded accounting team from two employees to five. Established weekly accounting calendar going out 60 days to manage objectives and deliverables, and implemented monthly close procedures and timelines. Improved team efficiency by upgrading technology, equipment, and processes. Show less



Nperspective, LLC

• United States
• Business Consulting and Services

• Principal - CFO consultant

  • Jan 2018 - Mar 2020

  Provided outsourced fractional CFO and strategic services to emerging and middle-market companies. Responsibilities ranged from assuming roles as an active, ongoing member of executive management team, to preparing a detailed financial assessment report for a client. • Supported clients in their strategic initiatives such as preparing company for sale process, making acquisitions, and raising equity and debt capital. • Clients have ranged from early-stage, pre-revenue… Show more Provided outsourced fractional CFO and strategic services to emerging and middle-market companies. Responsibilities ranged from assuming roles as an active, ongoing member of executive management team, to preparing a detailed financial assessment report for a client. • Supported clients in their strategic initiatives such as preparing company for sale process, making acquisitions, and raising equity and debt capital. • Clients have ranged from early-stage, pre-revenue technology companies to mature industrial and service companies. Show less Provided outsourced fractional CFO and strategic services to emerging and middle-market companies. Responsibilities ranged from assuming roles as an active, ongoing member of executive management team, to preparing a detailed financial assessment report for a client. • Supported clients in their strategic initiatives such as preparing company for sale process, making acquisitions, and raising equity and debt capital. • Clients have ranged from early-stage, pre-revenue… Show more Provided outsourced fractional CFO and strategic services to emerging and middle-market companies. Responsibilities ranged from assuming roles as an active, ongoing member of executive management team, to preparing a detailed financial assessment report for a client. • Supported clients in their strategic initiatives such as preparing company for sale process, making acquisitions, and raising equity and debt capital. • Clients have ranged from early-stage, pre-revenue technology companies to mature industrial and service companies. Show less



Planet Payment

• United Kingdom
• Business Supplies & Equipment
• 1 - 100 Employee

• Senior Vice President, Sales Operations - The Americas

  • 2009 - 2017

  Moved to position when Company went public in U.S. Initially responsible for all aspects of U.S. business directing both acquirer processing and direct merchant acquiring sales channels. Transitioned to oversight and responsibility for the day-to-day activities of the Americas business (principally in U.S., Canada, and emerging Latin American business). • Assumed management of Delivery team for region for period supervising and facilitating sales engineering and project management… Show more Moved to position when Company went public in U.S. Initially responsible for all aspects of U.S. business directing both acquirer processing and direct merchant acquiring sales channels. Transitioned to oversight and responsibility for the day-to-day activities of the Americas business (principally in U.S., Canada, and emerging Latin American business). • Assumed management of Delivery team for region for period supervising and facilitating sales engineering and project management. • Directed business and product expansion in Latin America with the largest credit card acquirer-processor in Brazil, four banks in Mexico and the leading payment processor in Colombia. Started Mexico City office, as well as managing Relationship Executives in Brazil and Costa Rica.

• Chief Financial Officer

  • 2003 - 2009

  Responsible for accounting and corporate finance functions. Directed and structured equity and debt placements, as well as managed investor relations, investment banker and research analyst relationships. • Company grew from 30 employees to over 100 and expanded into Greater China and Europe while CFO. • Completed $10mm placement and admission onto AIM of London Stock Exchange. Raised more than $40mm in private equity and convertible debt placements. • Executed two acquisitions… Show more Responsible for accounting and corporate finance functions. Directed and structured equity and debt placements, as well as managed investor relations, investment banker and research analyst relationships. • Company grew from 30 employees to over 100 and expanded into Greater China and Europe while CFO. • Completed $10mm placement and admission onto AIM of London Stock Exchange. Raised more than $40mm in private equity and convertible debt placements. • Executed two acquisitions and set up a joint venture.



ThinkEquity LLC

• United States
• Financial Services
• 1 - 100 Employee

• Vice President, Investment Banking

  • 2002 - 2003

  One of five dedicated senior bankers for firm. Led initiation and development of banking practices in several industry sectors: financial services technology, business process outsourcing, and energy technology. One of five dedicated senior bankers for firm. Led initiation and development of banking practices in several industry sectors: financial services technology, business process outsourcing, and energy technology.



SG COWEN INTERNATIONAL L.P.

• United States
• Investment Banking
• 1 - 100 Employee

• Vice President, Technology Investment Banking

  • 1999 - 2001

  Direct responsibility for business origination and development, deal execution and client advisory. Played leading role in marketing (planning, prioritizing, prospecting, and coverage) and deal execution. Key member of ten-person start-up team that built Technology Services practice garnering 26 mandates worth $32mm in fee income. Direct responsibility for business origination and development, deal execution and client advisory. Played leading role in marketing (planning, prioritizing, prospecting, and coverage) and deal execution. Key member of ten-person start-up team that built Technology Services practice garnering 26 mandates worth $32mm in fee income.



Société Générale

• France
• Banking
• 700 & Above Employee

• Global Relationship Banker

  • 1993 - 1999

  Global coordination, marketing and credit oversight responsibility for portfolio of corporate clients, with a focus on the Fortune 1000. Proactively planned and implemented customer specific marketing plans focused on cross-selling SG’s global corporate finance and banking platform.

• U.S. Relationship Banker

  • 1988 - 1993

  Marketing and credit analysis responsibility for portfolio of U.S. based subsidiaries of foreign corporate and financial buyer clients, with a focus in later years on highly leveraged companies.