Experience

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  Wasabi Technologies

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  MeetCaregivers

  • Newton, Massachusetts, United States

  • Controller

    • 2022 - 2024
    • Newton, Massachusetts, United States

    Innovator of online marketplace for senior care. Software developer of technology to intelligently match seniors with services and products based on their needs, personalities, interests, and more. This simplifies caregiving, reduces turnover, and improves health outcomes and quality of care.

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  Wasabi Technologies, Inc.

  • Boston, Massachusetts, United States

  • Corporate Controller

    • Nov 2020 - May 2021
    • Boston, Massachusetts, United States

    Wasabi Technologies is on a mission to commoditize the storage industry and deliver low cost high performance, ubiquitous storage for production and archive requirements. Wasabi is 80% cheaper and 6x faster than Amazon, with 100% data immutability protection and no data egress fees.Wasabi is the hot storage company. Hot storage is fast to write, low-cost, and reliable cloud storage.

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  Edgewater Technology, Inc. - Acquired by Alithya Group

  • Wakefield, Massachusetts, United States

  • Corporate Controller

    • Sep 2015 - Aug 2020
    • Wakefield, Massachusetts, United States

    NASDAQ: EDGW. Strategic business and technical consulting firm to the Oracle and Microsoft markets. $200M publicly traded company delivering both on premise and cloud business solutions (“SaaS”).

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  SmartBooks Corp.

  • Concord Massachusetts

  • Director of Finance

    • Sep 2013 - Sep 2014
    • Concord Massachusetts

    Provider of accounting services to small and mid-sized businesses.I was the Company's first Director of Finance hire as part of a strategy to provide higher level services to the existing customer base as well as to add another revenue stream. I was selected to manage the Company's largest client ($70+M in revenue) and other strategic clients.My clients experienced more accurate and timely financial closes (up to 50% reduction in # days to close).Created timely and accurate financial forecasting systems and processes.Integrated client accounting systems with state-of-the-art technology.Established best practices regarding internal controls and accounting procedures.Reviewed and negotiated customer and vendor contracts.Liaison with legal and tax advisers for each client.

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  CFO Advisory Services - Independent Consultant

  • Greater Boston Area

  • Chief Financial Officer

    • 2008 - 2013
    • Greater Boston Area

    Projects include business plan reviews, financial forecasting and budgeting, closing equity rounds of financing, negotiating debt financing, contract negotiations, developing revenue recognition policies and procedures, selecting independent auditors for initial audit, preparation of closing schedules and year end tax planning.Sample listing of clients - Whiptail Technologies, Inc.(acquired by Cisco Systems for $400+M), eXludus Technologies and ARA real estate.

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  Onaro, Inc. - Acquired by NetApp

  • South End, Boston, MA

  • Chief Financial Officer

    • 2004 - 2008
    • South End, Boston, MA

    Software developer of change management and monitoring software platform for the storage area network (SAN) environments.Private company venture capital financed by Cedar Fund and Newbury Ventures. Hired to transition operations from development stage to commercial sales. Responsible for Legal, HR and IT. Onaro was acquired by NetApp for a purchase price in excess of 11X equity capital raised.Implemented the financial infrastructure required to manage hyper-growth - 150% CAGR in sales.Successfully closed debt financing (Comerica Bank) to avoid a third round of equity financing and the related dilution affect to stockholders.Established international subsidiaries in the UK and Israel and the related global tax strategy for the Company's international expansion.Negotiated customer contracts both perpetual and rental "SaaS" licenses and vendor contracts.Responsible for Software Revenue Recognition compliance with GAAP.Prepared and presented Due Diligence information with the CEO to potential buyers.

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  ProQuent Systems Corp - Acquired by Bytemobile and later Citrix System

  • Marlboro, MA

  • Chief Financial Officer

    • 2003 - 2004
    • Marlboro, MA

    Software and hardware developer of technology which allowed telecommunication carriers to offer enhanced mobile data services and develop targeted, charging models to increase revenue.Private company venture capital financed by Nokia Ventures, St. Paul Ventures, Argo Global Capital and YankeeTek Ventures. Hired to immediately bring stability and financial leadership to a company which had lost its CEO and Controller. The Company was sold to ByteMobile which was subsequently acquired by Citrix Systems.Successfully raised $17M in a Series C and D equity financing.Negotiated bank debt concessions allowing the company enough run way to negotiate a sale of the business.Managed the closure of Company's international subsidiaries located in the United Kingdom and France to redirect the Company's limit resources to the US market.

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  Lexra, Inc.

  • Waltham, MA

  • Chief Financial Officer

    • 2001 - 2003
    • Waltham, MA

    Developer of microprocessor IP for embedded applications in the home infotainment, network access equipment and broadband infrastructure markets.Private company venture capital financed by Matrix Partners.Successfully managed and extended cash flow until a patent liability settlement and IP licensing deal was completed which provided the Company with $7.5M to fund the company's turnaround efforts.

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  GeoTel Communications Corp - Acquired by Cisco Systems

  • Lowell, MA

  • Corporate Controller

    • 1996 - 2000
    • Lowell, MA

    NASDAQ: GEOC. Software developer of open architecture applications and services for the call center market.Hired to build the systems and infrastructure necessary to take the Company public. Successful IPO in 1996. Revenue grew from $9M in first full year of sales to $80M in four years. Initially a private company backed by venture capital financing from Matrix Partners, Sigma Partners, Fidelity and Atlas Ventures. GeoTel was acquired by Cisco Systems for $1.9 Billion.Responsible for timely SEC filings (form 10K, 10Q, S-1 and forms 3-5).Key participant in the Company's quarterly and annual setting of "Street" earnings expectations.Instituted process controls to improve forecasting accuracy and avoid "Surprises".Managed revenue forecast with Director of Services which drove timely customer billing and revenue recognition in compliance with GAAP.

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  VMark Software, Inc.

  • Westboro, MA

  • Vice President of Finance and Administration

    • 1992 - 1996
    • Westboro, MA

    NASDAQ: VMRK. Software developer of applications and services for the client server business solutions market.Recruited to build the systems and infrastructure necessary to take the Company public (IPO). Participated with CEO and Investment Bankers on the Company's IPO Road Show. VMark Software was acquired by Informix, renamed Ascential Software and subsequently acquired by IBM.Managed the financial infrastructure and processes to manage rapid growth - 55% CAGR in sales.Negotiated a $10M debt facility and factoring program.Managed worldwide accounting operations including subsidiaries located in Australia, France, Germany, South Africa and the United Kingdom.

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  Deloitte & Touche

  • Audit Manager

    • 1983 - 1992

    Big-4 International CPA Firm.Performed annual audits and prepared corporate tax returns. Experience with IPO filings, Merger & Acquisitions and business plan reviews.Passed the CPA exam.