Functional Skills

Post-Merger Integration
Financial Modeling
Financial Due Diligence
Finance Transformation
Business Analytics

Certifications

CPACertified Public Accountant
Series 66
Series 7

Sector Experience

Manufacturing
Financial Services
Technology
Life Sciences & Pharma
40
years

Years of Experience

9/20

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Independent Interim CFO and Consulting at Theil Consulting Finance
Interim CFO/Financial Consultant
01/2010 - Present
Independent Interim and consulting finance engagements as a contracted W-2 employee or on a 1099 basis. Selected experiences: Brought onboard a Fortune 800 company for a project initiative to shorten and improve accuracy of period-end closing process; Served as contract CFO to life sciences company that needed strategic planning and immediate decision making regarding the future of the organization-required extensive short term budgeting and long term strategic planning.

Noxilizer, Inc. Finance
Senior Vice President and CFO
12/2005 - 09/2017
Served as business strategist to CEO and the rest of the senior leadership focusing on direction and operations. Managed administrative operations, employee and stakeholder relationships and contract negotiations. Responsible for venture capital. Angel and PE investor opportunities as company transitions from R&D to products based company

Tatum, A Randstad Company Finance
Senior Financial Consultant and Interim CFO
01/2013 - 02/2015
Senior Financial Consultant and Interim CFO Tatum is a leading management and advisory services firm offering hands on strategic, financial and technology solutions that measurably improve business performance. Tatum’s executive leaders and consultants help companies navigate critical points in the business lifecycle and execute their strategic initiatives. Our deep management and operational expertise, keen strategic consultancy and a focus on follow-through enable our teams to deliver solution

Morgan Stanley/Wells Fargo Finance
Financial Advisor
06/2010 - 12/2013
Provided direct investment and financial planning advice and services to individuals. FINRA Series 7, Series 66 designation as well as obtaining State insurance producer licenses. Direct investment and finance.

Supernus Pharmaceuticals Finance
Chief Financial Officer
05/2005 - 05/2009
sponsibilities included initial venture capital financing round at the time of a management buy-out of this specialty pharmaceuticals operation; a former division of from Shire Plc. Initiated corporate operations; and responsible for all Finance, Accounting, IT, Administration and Human Resource Functions Specific activities included corporate financing, investor/analyst communications, board communications, equipment/project financing cash and investment management, debt compliance, general ban

Psychiatric Genomics Finance
Chief Financial Officer
03/2001 - 05/2005
R&D Company formed as an early “gene to drug” biotechnology life sciences company applying gene pathway analysis to the field of mental illness treatment. Completed two rounds of venture capital funding. Responsible for all Finance, Accounting, Administration and Human Resource Functions Successfully transitioned company to a non-for-profit research lab where basic R&D continued

IGEN Accounting
Treasurer, Director of Finance
04/1989 - 05/1999
Biotechnology Medical Diagnostics Company that successfully developed manufactured, sold and distributed medical/laboratory equipment and services Tremendous amount of responsibilities over the years from the early founding days to a post-SEC mature product company. The Company was sold to Hoffmann-La Roche Inc. in 2003 Implemented Enterprise-wide Resource Planning System (JD Edwards ERP) to support manufacturing and IS0 9000 certification Completed 5 rounds of venture capital, securitization of

Deloitte Accounting
Manager
01/1983 - 04/1989
Served as CPA in Firm’s Emerging Business Market in Washington DC Provided audit, tax, systems consulting services, SEC registration services to a diverse client base in high-technology and biotechnology sectors