
Director, Finance & Operations at Pioneer Institute
Greater Boston Area

Director, Finance & Operations at Pioneer Institute
Greater Boston Area
With a background that is equal parts business, art and technology, I thrive in situations where innovation, problem solving, decisiveness, and creativity are key. In other words, I enjoy grabbing a cup of coffee with a CFO just as much as with a PHP programmer, a writer, a banker, a budding art student, or a CEO.
In my personal and professional life, a strong work ethic and unwavering ethical standards define and guide everything I do. I work hard and with passion but in such a manner that does not compromise the moral standards in which I have a firm belief.
I am a proud father and husband, and constantly seek ways to give back and otherwise improve the world around me.
General or financial/operational management of small to medium-size firms, IT strategy and implementation, corporate strategy, marketing, negotiation, financial analysis, start-up implementation and management
(Non-Profit; 1-10 employees; Non-Profit Organization Management industry)
October 2006 — Present (2 years 2 months)
› P&L oversight for a $1.5M+ budget and management of financial and administrative staff;
› Management and facilitation of the annual audit process;
› Creation, oversight, and management of the annual budget;
› Human resources management including payroll, insurance, 401(k), policies, and H-1B visa oversight;
› Operations management, IT management, and general legal and compliance oversight; and,
› Board Clerk and Assistant Treasurer responsible for Board minutes, compliance, and general Board assistance.
(Privately Held; 1-10 employees; Photography industry)
June 1999 — Present (9 years 6 months)
› General management and strategic planning of the company;
› Financial management including all bookkeeping, tax preparation, forecasting and budgeting;
› Led business development, marketing strategy, networking, and brand management; and,
› Project management for all clients and technology initiatives.
(Self-Employed; Myself Only; Accounting industry)
March 1999 — July 2005 (6 years 5 months)
› Full-charge bookkeeping for several clients in a range of industries including manufacturing, commercial real estate, legal services, and event design.
› Preparation and analysis of all financial statements and monitoring of financial trends.
› Monthly, quarterly and yearly tax and financial preparation and planning.
› Some accounting duties including establishing accounting systems and chart of accounts, as well as routine financial reporting and analysis.
(Privately Held; 1-10 employees; Management Consulting industry)
March 2004 — January 2005 (11 months)
› Cross-functional management of administrative staff, editors, and various software and IT contractors;
› Planned, scheduled, and managed a large number of concurrent and complex projects; and,
› Created all proposals for C-level executives of Dell, Microsoft, eBay, Amgen, The Gap, Adecco, and KLA-Tencor.
MBA, General Management, 2005 — 2006
Prioritized courses in:
- Corporate governance and business ethics
- Business Law
- Negotiations
- Finance
The program culminated with an international business class focused on China. My classmates and I traveled through China for two and a half weeks meeting with multinationals, small businesses, and China-based firms. The companies ranged from financial service firms to manufacturing plants to multinational technology companies. Our visits took us to Shenzhen, Shanghai, Hangzhou, Suzhou and Beijing.
BA, Photography & Digital Imaging, 1998 — 2001
Specialized in digital and commercial photography. Similarly focused on business and business law classes.