Newton, Massachusetts, United States
Senior finance executive with proven analytical, strategic planning, problem solving and management skills. Experience in growth companies and SaaS industry. Expertise in finance, analytics, project management and operations. Strong background in building and managing high-performing teams in finance, analytics, and accounting.
As one of the five members of the leadership team I am involved in all major decisions impacting the direction of the company and overseeing its growth. I manage all critical financial functions of the company: • Regular finance activities (budgeting, payroll, accounting, book close, reporting, payments, etc.) • Expense management and improvement • Customer invoicing, renewals, and contract management • Metrics and dashboards • Strategic planning, forecasting and scenario analysis • Raising capital / financing • Communications with investors and Board of Directors • Risk management and insurance • Taxes, federal and state regulations
Developed and managed a high performing team of product and data analysts. Led profitability and growth initiatives for Umbrella and Excess Liability product line.
Director of Product Analysis in Commercial Insurance Division
Hired and managed a five-person Finance and Analytics team
A division of Jefferies & Co. that provides M&A advisory to aerospace, defense and government contracting companies •Conducted all aspects of the sell-side process including preparation of offering memoranda, management presentations, bid analysis, fairness opinions, and closing documentation. •Constructed financial models to determine strategic and financial alternatives for clients including capital structure optimization, leveraged recapitalization, pro forma, and merger models.
The Strategies Group oversees relationship management and investment banking origination for the bank’s largest commercial banking clients •Performed industry and company analysis for client managers •Served as lead analyst on five Six-Sigma internal consulting projects