Results-oriented Finance professional with 20+ years of experience developing and improving financial processes, identifying and executing key business strategies, and managing large-scale projects to streamline finance functions. Consistently drove financial excellence and operational efficiency across diverse industries. Passionate about refining finance departments, implementing robust financial controls, and delivering strategic insights to facilitate informed decision-making at the executive level. Experience working with VC backed early-stage companies, and small to medium-sized enterprises mainly in the industries of construction, retail, manufacturing, and SaaS.
Career Summary/Highlights, include:
Stavvy, Inc. Boston, MA
Effectively led the Finance department by implementing policies and procedures, auditing processes, and advising management and departments on efficient contract structures and key business decisions.
- Led FP&A (budgeting, forecasting, variance analysis and memos); cash flow management and banking strategy
- Implemented new processes and systems, reducing journal entry processing time by 65%, optimizing payroll and invoice approval processes.
- In charge of implementing internal controls; hiring, building, mentoring & developing a new team; yearly audit process and CPA firm selection.
KLR Outsourcing Waltham, MA
Effectively led the Outsourced Accounting Department of a reputable CPA firm. Hired and managed a team (30) of outsourced staff accountants, Controllers and CFOs. Established client services process and documents and implemented them with the consultants. Resolved challenging tasks when the consultants were unable to provide resolutions.
- Doubled revenue through strategic financial management
- Acted as Fractional Controller/CFO to a variety of business clients
- Managed client engagements
- Implemented operational improvements
- Led finance department assessments; Implemented software and process enhancements
AAFCPAs, Inc. Westborough, MA
