Education
University of Michigan - Stephen M. Ross School of Business
MBA, Corporate Strategy and Finance -University of Pennsylvania
BA, Biological Basis of Behavior -Newton North High School
High School Degree, -Georgetown Day School
, -University of Pennsylvania
Bachelor of Arts - BA, Psychology and Biology 1990-09-01 - 1994-05-01Work Experience
Aurora Payments
Current
Aurora Payments
Congregation Kol Shofar
Current
Congregation Kol Shofar
Partnerize
2018-10-01 - 2023-01-01
Partnerize
ServiceSource
2014-06-01 - 2018-09-01
ServiceSource
Calstar Products, Inc.
2013-04-01 - 2014-06-01
Calstar Products, Inc.
Camp Twin Lakes
2011-01-01 - 2013-08-01
Camp Twin Lakes
EcoSmart
2007-11-01 - 2013-04-01
EcoSmart
HCL Unica
2006-06-01 - 2007-11-01
HCL Unica
Arbinet
2000-04-01 - 2006-06-01
Arbinet
Booz Allen Hamilton
1998-05-01 - 2000-04-01
Booz Allen Hamilton
Skills
Summary
I am an entrepreneurial, strategically oriented finance and operations executive dedicated to growing & scaling innovative companies and organizations. To me, an effective finance and operations executive is a partner to each of the business’ key constituents -- executives, sales team, investors, customers, vendors and delivers the tools, information and analysis that empower each to drive exceptional performance. I am deeply analytical & believe that the best analytics merge both the qualitative with the quantitative and deep financial modeling with the big picture. I am a hands-on, results-oriented executive that loves the dynamics and challenges of innovative and emerging companies. Highlighted Accomplishments: - Strategic Planning: Strategic review of markets, products & business model. Refined & focused corporate strategies leading to accelerated growth, expanded margins & improved returns on investment. 3x growth in 3 years while turning losses to 25% EBITDA Margin. - Financing: Raised $400M across private equity, IPO, venture capital and debt. Co-led $100M IPO. - Operations: Redesigned & managed supply chain reducing cost of materials, working capital & lead times while supporting 10x increase in volume. - Restructured $250M Tech-Enabled services company. Returning company to profitability and growth. - Experienced CFO: Managed the traditional CFO responsibilities (accounting, compliance, risk management, HR, FP&A), with emphasis on ensuring scale, automating back office & building controls & infrastructure for maturing companies. Specialties: Strategic Planning; Corporate Strategy (Market and Product Assessment; Go-To Market Strategies, Effective Deployment of Capital and other Resources); Capital Raising (Equity and Debt), Accounting, Financial Planning and Analysis, Budgeting, Forecasting, Investor Relations, Supply Chain Design and Management; Corporate Governance, Cash Management, Human Resources, Board Presentations, Risk Management, Team Development, Mergers & Acquisitions, Contract Negotiation, Credit Risk Management, Sales Compensation, Pricing, Corporate Development