Bio
Experience
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KenCrest
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Blue Bell, Pennsylvania, United States
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Sr. Director, Operational Accounting
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Jul 2021 - Present
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Blue Bell, Pennsylvania, United States
Member of Operational Team supporting frontline professionals in providing support services to people with developmental or intellectual disabilities and their families in PA, DE and CT.
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Conventus-Flower Orthopedics
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Horsham, PA
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Vice President of Finance & Administration
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Jan 2016 - Jan 2021
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Horsham, PA
Member of Executive Management Team. Responsible for business planning and forecasting; management and financial reporting; and ensuring compliance of procedures in accordance with established accounting policies. Support capital raise, financing and strategic business initiatives.Flower Orthopedics is a leading innovator of cost effective, safe and efficient Ready-for-SurgeryTM implant and instrument concepts. These innovations are designed with OR efficiency in mind, thus creating new standards for Bone Fixation while ensuring clinical excellence.
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Liventa Bioscience
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West Conshocken, PA
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Director of Finance & Administration
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Feb 2013 - Jan 2016
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West Conshocken, PA
Member of Executive Management Team. Responsible for establishing accounting policies and procedures and ensuring compliance thereof; business planning and forecasting; and management reporting. Provide support for Sales & Marketing and Research & Development initiatives. Support capital raise/financing and strategic business development activities.Liventa Bioscience is a leading supplier of birth tissue products for use in the clinical setting. Our mission is to transform medical practice by offering the advantages of biologic and regenerative medicine to patients. Our biologics product, AmnioClear™, a human tissue allograft derived from birth tissues, offers the regenerative technologies that accelerate healing and reduce complications in a cost effective manner. Liventa Bioscience partners with a powerful team of key business and medical technology leaders from renowned universities, hospitals and biotechnology companies across the U.S. in the pursuit of product development, clinical support and educational forums.
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VP Finance
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2005 - 2012
Responsible for the integrity of financial reporting and internal controls; oversight of Finance & Accounting and Human Resource Departments. Involved in securing Corporate Insurance, Health Benefits negotiation and 401k Administration. Key Business Partner in the sales transaction of the company, from development of Corporate Information Memorandum, to management presentations and due diligence.Prior to March 2007, SDI was publicly traded on the NASDAQ. Responsible for financial reporting, monthly consolidations and closing requirements, accounting operations, treasury reporting and SEC filings on quarterly and annual basis.
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Partner
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2000 - 2004
Structured and sourced financing for companies wishing to restructure debt, obtain expansion capital or transition their business. Developed client prospectuses and presented their firms to financial institutions. Negotiated all terms and conditions on behalf of the clients to maximize availability, ease overbearing covenants, and enhance cash flow. Also developed corporate website, marketing brochures and all news releases.
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Finance Director, Corporate Development
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1998 - 2000
Responsibilities included targeting potential acquisitions; negotiating purchase price and key purchase terms; performing due diligence; liaison with attorneys on both sides; and, bringing the acquisition candidates to settlement. Responsibilities also included securing financing and facilitating the details of the transaction closure. Created template for acquisition modeling. Authored procedure manual for acquisitions. Successfully completed the acquisition of 17 funeral firms, with annual revenues of $13MM. Instrumental in successful refinancing of core business and securing funding for new acquisitions.
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Controller
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1997 - 1998
Key Business Partner on Mid-Atlantic Regional Team. Financially responsible for region, representing $170MM in sales, comprising 10 branches, each serving as unique business units. Dual reporting responsibilities to General Manager, Mid-Atlantic Region and Corporate CFO. Managed financial staff of 22. Performed and presented financial analyses of consolidating and restructuring alternatives to Executive Committee. Designed operational and financial analyses models for the newly formed region.Instituted consistency in Common Operating Business Practices for all branches.
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Chief Financial Officer
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1990 - 1997
Financially responsible for $85MM multi-location national manufacturer and distributor of specialty envelopes, office and records management products. Reported to President & CEO; served on Executive Management Committee; and, managed $3MM operating budget. Managed staff of 14. Performed financial justification for consolidation of two manufacturing facilities. Recommendation resulted in $1.4MM annual savings in duplicate facility and resource costs. Dramatically improved cash flow through inventory reduction, acceleration of collections efforts, and overhauling of insurance programs. Key member of Acquisition Team. Provided financial information for due diligence. Coordinated integration and assimilation of corporate policies and procedures upon acquisition by ABP.
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Manager of Accounting
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1988 - 1990
Managed operational accounting, financial reporting, financial services and consolidation of 10 operating divisions. Directed audits and tax compilation for all divisions. Managed 6 staff members.
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Financial Accounting Manager
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1981 - 1988
Responsible for financial services, forecasting and formalizing accounting procedures to strengthen internal controls. Managed 5 staff members. Created simulation models for financial and acquisition analyses. Initiated procedures to expedite closings from 25% on time to 100%.
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Education
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1984 - 1986Thomas Jefferson University
Master of Business Administration (MBA), Finance -
1975 - 1980Drexel University - College of Business and Administration
Bachelor's of Science, Accounting
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