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Work experience

MFP Advisors, Scituate, US
1998-01present

Principal

Leads global companies with financial & operations expertise with a broad section of business building disciplines, portfolio of high-profile clients, include Brookfield Renewable Energy, PICIS, Shelterlogic Group, Carbonite, eSolutions, Thomson Financial Services, The Boston Consulting Group & Wolters Kluwer.

  • Reengineered Corporate Finance Group's monthly closing processes, accommodated growth from $900MM to $2B in revenues during 5-year period.
  • Reengineered healthcare software company corporate finance group post material revenue recognition issues correcting internal control and operating deficiencies.
  • Integrated accounting operations of $3.5B South American acquisition.
  • Managed the transition from Canadian GAAP to IFRS for entity with $12B in assets under management
  • Lead relocation/merger of $1B US finance operations to Canadian finance operations and streamlined accounting processes
  • Co-Lead the redesign & implementation of Cognos Controller consolidation system encompassing 600+ subsidiaries.
  • Lead major restructuring of finance and general operations of $80MM software company leading to $10MM dollar EBITDA improvement. Finance lead for orchestrating road show and sale of company to multibillion international publishing company for 12x EBITDA. Managed integration of company with acquired company subsidiary.
Global Knowledge Network, Waltham, US
1995-011998-12

Vice President of Finance

led $250MM competency development & software training company with 30 international subsidiaries.

  • Full management of internal/external reporting, global cash management & debt/equity financings, annual audit & tax administration, acquisition/integration, & risk management functions.
Global Knowledge Network, Waltham, US
1995-011998-12

Director of Accounting

Vice President of Finance, led $250MM competency development & software training company with 30 international subsidiaries.

  • Closed 3 acquisitions totaling over $200MM in revenues & $15MM of operating income. Negotiated acquisition of $200MM in senior & subordinated debt.
  • Coordinated establishment of 30 foreign subsidiaries, included financial & administrative systems.
  • Led completion of Oracle & Hyperion financial systems implementation.
  • Reengineered invoicing & collection process, resulting in $10MM cash flow improvement.
Brunswick Biomedical Corporation, Marlboro, US
1993-011995-12

Chief Financial Officer

$3MM development stage cardiac medical device manufacturer with operations in U.S. & Ireland.

  • Full P&L responsibility for internal/external reporting, global cash management, debt/equity financings, annual audit & tax administration, acquisition/negotiation/integration, & risk management.
  • Raised $5MM in equity financing & negotiated acquisition of $2MM product line, enhancing profitability 15% as a result.
  • Implemented financial controls & strategic operating plans, allowed for identification & divestiture of non-performing assets.
TSI Corporation, Milford, US
1989-011993-12

Controller

$54MM pre-clinical & clinical life sciences testing company, Corporate Controller & Treasurer accountable for internal & external reporting, audit & tax management, mergers & acquisitions, & public relations.

  • Consummated Initial Public Offering & two S-1 Registrations that raised $20MM.
  • Established pre-clinical testing lab as Assistant General Manager, then assumed role as Group Controller directing operational finances for a two-division business unit.
  • Implemented financial systems, generated 70% revenue growth & improved profitability by $1.5MM, completed 2 acquisitions that increased revenues by $10MM.
  • Coordinated reengineering of 2 division business units with Group Vice President, implementing new strategic plans & re-staffing of units.
  • Negotiated $1MM in bank & state financing, allowing for purchase of 58,000 square foot pre-clinical testing facility.
Marlboro, US
1987-011989-12

Computer Systems Development

Division Controller, $18MM ERP software & equipment leasing subsidiary of $1B U.K parent.

  • Implemented financial systems in U.S. & Canadian based operations, spurred growth from $3MM to $18MM, managed annual audit, month end closings, & parent company reporting.
Ernst & Young, Boston, US
1984-011987-12

Senior Auditor

Planned & supervised annual audits & tax returns for high-tech manufacturing clients.

Education

Assumption College

BA

  • BA, Accounting, Assumption College, Worcester, MA

Skills

Other: Finance
Trading: Financial Services
Other: Accounting Operations
Other: Forecasting
General
Computer Related: Publishing

Languages

English

Certifications

  • Certified Public Accountant
  • Certified Public Accountant, Massachusetts
  • Certified Blackline Implementer
  • CPA