Westwood, Massachusetts, United States
I am a Chief Financial Officer drawn to organizations that are at pivotal points in their life cycle that either want to achieve scale or have recently experienced significant growth. I partner best with leadership and teams who recognized that change is needed in finance or business operations as a required component of scale and are committed to the support necessary to drive that change. I am brought in to identify areas of focus, build teams that work to shift processes, and drive implementation of tools that ultimately support corporate objectives. I've worked with start-ups, Fortune 500's, franchise expansions and non-profits. Each company is very different, but the opportunity is the same, to be part of the team that supports the wave of necessary change. I am currently working as the CFO for The Skating Club of Boston as they have entered into their next cycle as a premiere skating club and event venue and have experienced significant growth moving to a new state-of-the-art facility. I am excited to use my skill set in bringing the finance and business operations to support this successful expansion. Prior to The Skating Club of Boston, I was the CFO for Coretelligent, a managed service provider. When I started in 2009 they were a start-up and I built the foundation for the finance, human resources, and procurement departments. I was part of the team to scale the company for the first private equity investor in 2016, drive three more acquisitions from 2019 - 2020 and then finally the second transaction to a new private equity investor in 2021. Personally, I am extremely honest and trustworthy, I like a great joke, a good movie and cannot resist a new cookbook. Most importantly, my family and friends mean everything to me.
Accountable for all finance functions, including strategy, reporting, budgeting, forecasting, cash management, donations, audited financial statements and tax preparations. Evaluate and remodel all financial processes and tools aligning with operational directives regarding point-of-sale platforms to scale the back office to support the recently achieved 40% growth. Oversee Finance and Human Resources teams. Implemented timely and relevant reporting, presenting accurate company performance measuring against targets to the CEO and the Finance Committee to assist with decisions and track bank covenant metrics.
Guided financial strategy and day to day of all financial operations, including collaborating with Board of Directors, bank reporting and liaison, financial reporting, budget preparation, forecasting and cash management, audit/tax prep, and KPI trending. Provided team oversight, controls, and policies that created the finance, procurement and human resources departments. Supported Sales, Legal, Recruiting, and Service delivery. Key contributor in driving corporate growth strategy to position the company for sale to private equity investors in 2016. Ran point on acquisition due diligence (both buyer and seller), goodwill impairment, purchase accounting, and transition planning for three acquisitions supporting the private equity growth model for second successful transactions to new private equity investors in 2021.
Business Manager for "Evolution Series". Implemented a new business model for financial support for the series. Provided financial analysis and spending trends for all PBS Series. Analysis supported renegotiating of PBS Contracts.
Provide support to Senior management with financial and operational analysis for strategic planning purposes. Responsible for preparation of annual budget for Original Programming and the staff departmental budget. Assisted in the presentation of budget to the CEO and CFO. Responsible for tracking and reporting budget targets along with analyzing and forecasting Cash Flow and Show Costs. Make recommendations based on financial and operational analysis. Liaison between Original Programming and Scheduling, Marketing, Business Affairs, Production and Finance regarding departmental day to day business, policies and procedures.
Responsible for monthly close, forecasting and analysis of cash flow, profit & loss and balance sheet. Preparation of yearly estimate projections for cash flow, profit and loss and balance sheet. Daily analysis of Original Programming contracts from Business Affairs to initiate payments. Designed computerized financial forecasting tool for efficiency and accuracy. Part of the project team to automate this forecasting tool through the corporate IT department to be utilized by finance and operations.
Opened business office for new Orlando Restaurant which was part of franchise expansion. Managed construction budget prior to restaurant opening and had check signing authorization. Staffed, trained and supervised accounting staff. Responsible for monthly closings through audit consultation including financials, cash management, investments, inter company transactions and cost analysis. Departments included Accounts Payable, Sales, Sales Audit, Cash Flow and Payroll. Liaison with banking and outside vendors. Trained restaurant management in regards to financial responsibilities and automated shift check out and sales deposit. Assisted in establishing business offices in the Boston and Washington D.C. location.