Bio:

I am an experienced Finance professional with progressive success developing, streamlining, and standardizing financial processes and controls for startup and growth-stage companies.  I enjoy implementing means for improving accounting accuracy and efficiency, audit performance, and cost control and recognize potential “blind spots” for businesses during the early maturity phases; I offer financial and business guidance in the areas of accounting, finance, human resources, and payroll, business acquisition and integration, and strategic direction.

Professional Experience:

KPMG – Stamford, CT – 1985-1991
CPA

GE Capital – Stamford, CT / Atlanta, GA – 1991-2003
Controller

CardioMEMS – Atlanta, GA – 2004-2015
Dir. of Finance and HR/Controller

Crosslink – Atlanta, GA – 2015-2017
Finance and HR Consultant

RGP – Cape Coral, FL – 2017-2021
Finance Consultant

Medicem – Boston, MA – 2021-2024
Sr. Controller (Remote)

Industries of Experience:

  • Biotech and medical device start-up and growth-stage companies
  • Commercial real estate
  • Distributors
  • Established Corporations

Technology Experience:

  • ADP, Paylocity, and Resourcing Edge payroll
  • MS Office Suite
  • Concur
  • Sage Intacct, QuickBooks, Xero, NetSuite (peripheral)

Services Offered:

  • Accounting
  • Account reconciliations
  • Financial Statements preparation
  • Accounting process evaluation; procedures and policy documentation
  • Budget, forecast, and cash flow modeling
  • Monthly variance/KPI analysis and presentation
  • T&E processes
  • Cost control management
  • ERP selection and integration
  • External audit and tax preparer management
  • HR and payroll
  • Treasury and banking

Recognition:

  • GE Capital Pinnacle Award -1993
  • CardioMEMS Significant Contributor Award – 2014
  • Finalist Controller of the Year – Atlanta, GA – 2014

Resides in:

  • Cape Coral, FL

Personal Life:

I enjoy team sports, swimming, and playing guitar and I am a music enthusiast.

“Add to the stream of life each day.”

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