Experience

CFRA Research

• United States
• Financial Services
• 100 - 200 Employee

• President/COO

  • Jun 2021 - 2 years 7 months

  Charlottesville, Virginia Responsible for leading the day-to-day operations of the business of the Company and its subsidiaries in accordance with the strategic plan and operating and capital budgets.

• CFO/COO

  • Aug 2016 - May 2021

  Charlottesville, Virginia, United States Accountable for the administrative, financial, and risk management operations of the company to include the development of financial and operational strategies, metrics tied to those strategies, and the ongoing development and monitoring of control systems to ensure the preservation of CFRA's assets and accurate financial reporting.



SNL Financial

• United States
• Information Services
• 500 - 600 Employee

• Senior DIrector of Finance, Corporate Controller

  • Feb 2007 - Jun 2016

  Manage a 56-member accounting and subscription team in 6 countries. Direct all cash management, treasury, accounting, payroll, audit and tax functions. Have overall accountability for SNL's fiscal operating results. Participate in the formulation of SNL’s near term and long-range goals and objectives and the plans and programs directed toward their achievement. Provide direction in the preparation and presentation of SNL’s financial forecasts to the board of directors



LexisNexis

• IT Services and IT Consulting
• 700 & Above Employee

• Director, Business Management

  • Jun 1997 - Jan 2007

  Managed FP&A team responsible for forecasting and monitoring $200M in revenues generated from online services and print/CD products across all brands for the legal industry and $45M in expenses from manufacturing and fulfillment operations in North America. Responsible for accumulating and monitoring product costs for specific products, as well as month-end calculations of raw materials, work-in-process and finished goods inventory balances for manufacturing facility.



Grant Thornton LLP

• Canada
• Accounting
• 1 - 100 Employee

• Manager

  • Jun 1990 - Jun 1997

  Manage consulting engagements ranging from financial operation support and design/development of financial systems.