Functional Skills

Valuation
Financial Planning & Analysis (FP&A)
Financial Modeling
Business Planning

Sector Experience

Healthcare
Financial Services
Technology
5
hours

Avg Response Time

5
jobs

Jobs Completed

466
hours

Total Hours Logged

15
years

Years of Experience

Experience

 
 
Finance
MDHearingAid - CFO
01/2019 - Present
CFO of a PE backed direct to consumer hearing aid company

 
Management Consulting
Alta Springs Ventures - Consultant
08/2017 - 12/2018
I provide financial consulting services from startups to large companies in various industries.

 
Other
Fidelity Investements - Finance Director
08/2014 - 07/2017
I was finance decision support for the technology enterprise infrastructure group.

• P&L oversight, governance, and management of tech divisions representing $100M+ of expense; exceeded all fiscal targets during tenure.
• Executed financial analysis on $50M+/year of investments; Savings of $5 -$15M per year.
• Set target savings goals for multi-year planning; reduced planned spend $90M+/year in under 3 years.

 
Start-Up
Fueldrop - Consultant
10/2016 - 03/2017
I worked for an on-demand gas service an MIT based start-up and student award winner for the MIT $100K Entrepreneurship Competition.

I modeled a pro forma of the financials, sized the addressable market, provided pricing strategy, created pitch deck materials, and pitched investors.

 
Other
Fidelity Investments - Finance Project Manager
06/2012 - 08/2014
Rotational program composed of 4 rotations across different business units to develop future finance leaders
• Priced 30+ 3rd party mutual fund deals; $100M+ yearly revenue impact to the firm.
• Developed $20M+ sales plan for a relationship management team; goal surpassed for 2013.
• Managed finance associates and partnered across business units to implement $7M of improved profitability in the institutional clearing and custody business.

 
Start-Up
Plot.ly - Consultant
06/2014 - 07/2014
I've consulted on a data visualization company 's pitch deck (Plot.ly), which then went onto raise $5.5M in funding and named one of top data visualization tools.

 
Start-Up
Aerial BioPharma - Business Development Intern
05/2011 - 08/2011
I reported directly to the President/COO on multiple business development projects.

• Formulated a fundraising strategy of $18M across 4 holding companies with $9.5 M raised and includes 1 successful exit worth up to ~ $4ooM.
• Created a M&A package, included identifying potential acquirers and comparable deals; modeled valuation at over $100M.

 
Other
Various - Scientist/Research Associate
11/2004 - 05/2010
I spent 5+ years in biotech as a R&D scientist working on diagnostic tools detecting pre-cancerous biomarkers, and bioterrorism agents.