Experience

FORM

• United States
• Software Development
• 200 - 300 Employee

• Chief Financial Officer at FORM: The Digital Assistant for the Frontline

  • Aug 2021 - Present

  Greater Boston



BG

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• VP Finance

  • Nov 2015 - Aug 2021

  Boston, MA



Aliaswire, Inc.

• VP Finance

  • Sep 2014 - Oct 2015

  Watertown, MA Lead the finance and administration function for a successful payment processing software (SaaS) company.



NuView Systems (acquired by Ignite Technologies in July 2014)

• Software Development
• 1 - 100 Employee

• CFO/Vice President Finance

  • May 2008 - Sep 2014

  Responsible for all corporate finance, accounting, human resources, account management and administrative functions for a leading HR/payroll software and professional services company. Developed all accounting policies and procedures, including purchasing, project accounting, revenue, monthly closes and financial reporting; reduced close to five days. Established complex revenue recognition policies and checklists including software license and software-as-a-service. Prepare and… Show more Responsible for all corporate finance, accounting, human resources, account management and administrative functions for a leading HR/payroll software and professional services company. Developed all accounting policies and procedures, including purchasing, project accounting, revenue, monthly closes and financial reporting; reduced close to five days. Established complex revenue recognition policies and checklists including software license and software-as-a-service. Prepare and present financial and operational results to Board of Directors. Led and successfully completed the first audit in Company's history; consistently produce timely and accurate audited financials. Build and maintain all financial models, including budgets and long term projections. Negotiate and maintain third party contracts including strategic partners and sales. Establish and track key operating and financial metrics for all areas of the company. Manage human resources including development of compensation and benefits packages, hiring policies, and employee handbook. Assist CEO in establishing overseas India subsidiary that has grown to 35 employees. Assist CEO in raising two rounds of capital (Series A and B) for total of $7M; negotiated $1.5M line of credit with bank. Show less



NaviMedix

• Senior Director of Finance

  • Aug 2000 - May 2008

  Responsible for all areas of financial planning and analysis including annual budgets, financial projections, deal analysis, and financial reporting. Also held Controller position and was responsible for all aspects of accounting including monthly closes, audit, tax, revenue recognition, treasury, and equity. Key member of a profitable venture backed software application provider for healthcare companies. During my successful tenure, the Company grew from start-up phase to $45M+ annual… Show more Responsible for all areas of financial planning and analysis including annual budgets, financial projections, deal analysis, and financial reporting. Also held Controller position and was responsible for all aspects of accounting including monthly closes, audit, tax, revenue recognition, treasury, and equity. Key member of a profitable venture backed software application provider for healthcare companies. During my successful tenure, the Company grew from start-up phase to $45M+ annual revenue and profitability. Led the FP&A function including all planning, forecasting, budgeting, business unit analysis and financial modeling. Reviewed financial reporting packages and oversee monthly closes. Managed accounting staff and all accounting functions, policies and procedures including annual audit, general ledger, revenue, payroll, commissions, stock option administration, accounts payable, accounts receivable, taxes, treasury and general ledger. Co-led implementation of Oracle enterprise wide system including project accounting. Developed revenue recognition policy and dealt extensively with revenue recognition issues (including SOP 97-2 and SAB 101) throughout company's growth from start-up phase to $45M+ of annual sales. Reported to senior management key metrics and financial performance versus targets. Assisted senior management in deal work including three acquisitions and $25M third round of financing. Show less



Individual.com

• Director of Finance

  • 1999 - 2000

  Head of finance for 50 person start-up company that was sold to Winstar Communications in 2000. Responsible for all areas of finance including accounting, financial analysis, and financial reporting.



NewsEdge

• United States
• Information Services
• 1 - 100 Employee

• Manager of Financial Planning and Analysis

  • 1996 - 1999

  Manager of financial planning and analysis for $80M public company. Responsible for all budgeting, planning and financial analysis. Also managed accounting operations for several business lines.



NewsEdge Corporation

• Senior Financial Analyst

  • Jan 1996 - Jan 1997

  Led financial planning and analysis function for a publicly traded, $80 million leading provider of global news and current awareness solutions for business. Designed and maintained complex financial models including budgets, strategic plans, profit and loss forecasts, cash flow projections, and product line analyses. Provided executive team with weekly and monthly reports including key financial measurements as well as detailed analyses of cost of sales and other operating… Show more Led financial planning and analysis function for a publicly traded, $80 million leading provider of global news and current awareness solutions for business. Designed and maintained complex financial models including budgets, strategic plans, profit and loss forecasts, cash flow projections, and product line analyses. Provided executive team with weekly and monthly reports including key financial measurements as well as detailed analyses of cost of sales and other operating expenses. Managed accounting team responsible for NewsEdge's NewsPage operating unit. Performed sales force productivity analyses, including development of annual quotas and commission plans. Analyzed accounting operations of UK sales office. Assisted and in some cases prepared SEC required quarterly and annual reports, including responsibility for management's discussion and analysis of NewsEdge's financial condition and results of operations. Show less



News Corp

• Technology, Information and Media
• 700 & Above Employee

• Senior Financial Analyst

  • Jan 1993 - Jan 1996

  Member of financial team responsible for building all systems and processes for planning, analyzing, and reporting on a fully integrated Internet access and content provider business.



THE PENTAD CORPORATION

• Actuarial Technician

  • Jan 1989 - Jan 1991

  Administered pension plans for consulting and actuarial firm specializing in employee benefits.