
Financial And Strategy Professional, Periodic Entrepreneur
Greater Boston Area

Financial And Strategy Professional, Periodic Entrepreneur
Greater Boston Area
Financial and strategic professional, with a focus on technology and start-up enterprises.
Tech company finance, financial analysis, budgeting and forecasting, competitive analysis, business plan authoring, accounting, FP&A, roadshow/sales pitches, investor relations, Great Plains, FRx, Oracle Financial, Hyperion, Word, Excel, Access, HTML, WordPress, Mambo, Moveable Type
(Privately Held; 10,001 or more employees; Hospital & Health Care industry)
October 2006 — Present (1 year 8 months)
Executive Analyst for a $900 million company. Perform ad hoc analyses for executive team and private equity investors. Bring traditional financial discipline to bear on corporate decision making.
The company performs privatized human services for mentally disabled individuals and at risk youth. Learn more about the company at http://www.thementornetwork.com .
(Privately Held; Internet industry)
January 2006 — Present (2 years 5 months)
Official Software offers online copyright filing services.
Purchased the company with a partner, brought the company from the red into the black. Currently seeking strategic buyers.
www.officialsoftware.com
(Self-Employed; Myself Only; Management Consulting industry)
May 2004 — October 2006 (2 years 6 months)
Consulted for various companies, primarily in an FP&A capacity. Major client: Centra Software, a $30 million publicly held software company where I directed all FP&A activities for the company during their buyout process with Saba Software.
(Privately Held; 1-10 employees; Computer Software industry)
October 2001 — May 2004 (2 years 8 months)
Closer Communications developed a Customer Acquisition Management system for use at tradeshows and similar events. As founder and President of the Company, I conceived the product, recruited team members, led all strategic efforts.
Developed business plan and financial model.
Presented to 128 Wireless Venture Group, DemoMobile 2003 and was on panel for Capital Venue and to potential customers, including Key3Media, operator of COMDEX. Beta tested the product twice, once in a private setting, and again in a public environment.
Company is currently awaiting word from the patent office, and will likely pursue a licensing strategy into the future.
(Privately Held; 51-200 employees; Internet industry)
July 1999 — July 2001 (2 years 1 month)
Environments was a strategy and business consulting firm specializing in early stage Internet and technological enterprises. I was a leading consultant at the firm, performing all financial modeling for business plans authored by the firm, and lead teams authoring business plans for clients as well.
(Public Company; 201-500 employees; LOJN; Information Technology and Services industry)
June 1997 — May 1999 (2 years)
LoJack Corporation, an $85 million public company, manufactures a device which when installed into an automobile, enables the police to track and find that vehicle if it is stolen.
I was the accounting manager there, leading all monthly closes. I reported to the Director of Finance.
(Partnership; 10,001 or more employees; Accounting industry)
May 1993 — June 1997 (4 years 2 months)
Auditor in the Information, Communications and Entertainment division of the firm, where I became a specialist in the workings and finances of small, start-up enterprises, mostly high-tech.
MBA, Entrepreneurship, Finance, 2004 — 2006
MA, Accounting, 1993 — 1995
AB, Philosophy, August 1989 — June 1993
HS Diploma, September 1983 — May 1989
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