Greater Philadelphia
I am a highly analytical and entrepreneurial Chief Financial Officer with 15+ years of progressive leadership experience directing corporate finance, accounting, private equity, and portfolio company operations. I thrive as a dedicated leader known for driving startup, growth, and turnaround situations by building high performance teams and managing M&A due diligence, profit margin optimization, deal structuring / negotiations, and process design automation. As a resourceful problem solver, I possess an innate ability to increase efficiency, profitability, and organizational growth by identifying, analyzing, originating, and executing large-scale transactions. I am also an articulate communicator with success implementing best practices and scaling high growth organizations within fast-paced environments. Career Highlights: * Grew company from $2M to $25M+ and built IT, HR, and Finance teams from scratch. Conceptualized, created, and executed broad long-term strategies. Expanded team from 12 employees to 100+ and increased profit by more than 10X. Served as lead advocate and administrator of scaling system. * Joined Lamb Insurance Services as the 12th employee and became the 3rd most tenured employee serving as an integral part of 30% CAGR growth. * Tripled EBITDA and grew credit facility 10X. Specialties: Leadership & Team Building • Business Development & Growth • P&L Management • Financial Analysis & Modeling• Full Lifecycle Project Management • Mergers, Acquisitions, & Due Diligence • Investment Banking • Continuous Process Improvement • Private Equity & Deal Sourcing • Sales & Accounting System Development • Capital Raising • Strategic Planning & Execution Industry Experience: Insurance • Financial Services • FinTech •Professional Services • Staffing • Software • Technology • Consumer Products • Pharma/Biotech • E-Commerce • Education
Founded in 2004, World Wide Land Transfer, Inc. (“WWLT”) has grown into one of the Northeast region’s largest full-service title insurance agencies with a rapid growth trajectory, reputation for operational excellence, and stellar client reviews. WWLT is committed to providing consistent, time sensitive, excellent service while representing our clients with the highest business and ethical standards in the industry. We take great pride in helping our clients’ businesses obtain efficiencies of process while providing title services which are unparalleled. What sets WWLT apart is the skill and knowledge of our team of attorneys and title professionals, all dedicated to providing customized service tailored to our clients’ needs.
Insigniam is a global management consulting firm. For over three decades, the firm has been a pioneer in the field of organizational transformation, serving as a trusted partner to senior executives of the world's top companies. In my role as CFO & CAO, I was accountable for Finance, IT, HR, Database Administration, Facilities, and Customer Service. I was a key member of the 4-person executive committee that governed the firm and served as a trusted advisor to the founding partners on strategic direction. My role required an in-depth understanding of accrual accounting and a deep knowledge of ontological consulting and its application to the business world. Key Accomplisments: *Successfully audited the previous year's financials, uncovering over $200k in additional profits *Quickly learned the accounting processes in a volatile environment, which led to a comprehensive understanding of accrual accounting. *Hired a team and implemented best-in-practice processes for Finance, Accounting, and HR for both US and French entities. *Formulated and implemented process improvements and other innovations to enhance client value and service while reducing costs *Migrated the core reporting infrastructure into an ERP system and created daily/weekly KPI dashboards, providing real-time visibility into the metrics used to run the company *Improved revenue recognition processes, achieving 99% accuracy to the monthly budget. *Rebuilt the budget and forecasting process, enabling management to reallocate funds mid-year and enhance profitability *Managed internal financial matters for partners, projecting distributions, cash needs, and tax payments across 6 separate entities. *Created analysis on consultant tenure and development, demonstrating the firm's scalability. *Worked with Fortune 500 clients in negotiating and enforcing contracts. *Doubled the size of the line of credit and established a treasury function.
Chief Financial Officer (2012 – 2021) As Chief Financial Officer reporting to the CEO, direct finance and accounting operations with 8 direct reports and various outsourced providers with full P&L accountability spanning 3 operating companies, each with individual accounting and agency management systems. Serve on 5-person senior leadership team making all major financial decisions. Negotiate all major vendor contracts including multi-million-dollar annual IT budget. Navigate organizational growth and cash flow fluctuations while adhering to all bank covenants. Chief Technology Officer (2012 – 2018) Designed and led implementation of technology strategy. Created and managed 3 different accounting and agency management systems for each operating company. Implemented and operated stable and scalable systems and negotiated with software partners for licensing fees. Conducted technological analyses and research to build strategy. Oversaw KPIs and IT budgets to assess technological performance. Selected Skills: * Financial & Accounting Operations Management * Accounting & Agency Management Systems * Full P&L Management * Leadership & Team Building * Vendor Contract Management & Negotiations * Budgeting & Cost Control * Cash Flow Optimization * Technology Strategy Design & Implementation * Strategic Partnership Development * Technological Analysis & Research * Performance Measurement * Continuous Process Improvement * Collection Automation & Data Management * Dashboard Development & Transparency * KPI Implementation & Metrics Management * Acquisition Management & EBITDA Improvement * Divestiture & Integration Management * Accounting Infrastructure Development * Profit Improvement & Revenue Generation
Built deal infrastructure for family office investment firm. Managed all aspects of deal identification and flow including initial screening, due diligence, term negotiations, attainment of financing, and documentation / closing. Served as integral part of operations of portfolio managing marketing, finance, accounting, and business development functions for portfolio companies. Directed sourcing, evaluation, and execution of venture capital and private equity transactions. Reviewed and recommended new deals – 1,400+ deals, 2 closed, 10+ letters of intent delivered, and 3 signed. Selected Skills: * Deal Identification & Acquisition Management * Negotiations, Financing, & Closing * Portfolio Management * Finance & Accounting Operations * Marketing & Business Development * Venture Capital & Private Equity Transactions * Investment Strategy Development * Marketing Material & Brand Development * Staff Recruitment & Training * Pricing System Automation * Gross Margin Improvement * Dashboard Development
Sourced, evaluated, and executed venture capital and private equity transactions for one of the largest Private Equity Firms in the region. Developed deal evaluation strategy maps and acquisition/forecast models. Spearheaded due diligence and actively participated in management meetings, site visits, and document drafting. Attended industry conferences and developed quarterly marketing materials. • Developed and maintained relationships with 1,200+ contacts, which represented a 20% increase in the number of contacts within the region. • Negotiated 8 transactions to the letter of intent stage, including 3 that progressed forward. • Identified publicly traded companies that met the firm’s investment criteria. Developed plan to pursue a “going-private” transaction with a target company and orchestrated purchase of 40,000 shares of company stock, which has appreciated 500%+ in 3 years. • Analyzed strategic alternatives of portfolio company in the home and garden space, which resulted in the purchase of Gardenfountains.com in 2008.