Chief Financial Officer
Harborline Analytics · Boston, MA
2021 · Present
• Direct corporate finance, accounting, treasury, and operations analytics for a $180M B2B data platform serving 600+ enterprise customers.
• Built a three-year plan and driver-based FP&A model that improved forecast accuracy 22% and supported 31% ARR growth.
• Led $42M acquisition of SignalPath Insights, coordinating diligence, valuation, financing, and post-close integration that captured $4.8M in annual synergies.
• Partner with the board and investors on quarterly reporting, covenant management, capital allocation, and scenario planning.
• Directed NetSuite ERP modernization and close automation, reducing month-end close from 15 to 8 business days while strengthening controls.
Vice President, Finance
North Atlantic Commerce · Boston, MA
2017 · 2021
• Owned FP&A, controllership, treasury, and commercial finance for a $520M omnichannel commerce division with 14 operating units.
• Rebuilt annual planning and weekly KPI cadence, giving leaders visibility into gross margin, working capital, and channel profitability.
• Negotiated $75M revolving credit facility and redesigned cash forecasting, releasing $18M of trapped working capital.
• Led finance workstream for two acquisitions, harmonizing reporting, controls, and integration plans across 900 employees.
• Hired and coached a 24-person finance organization and launched a centralized business-partner model for sales and operations.
Finance Manager / Senior Analyst
Beacon Street Capital · Boston, MA
2013 · 2017
• Managed monthly management reporting, valuation analysis, and cash planning for a $1.2B private investment portfolio across technology and healthcare.
• Built operating models and investment committee materials for 18 platform and add-on investments, improving diligence turnaround by 30%.
• Automated portfolio KPI collection and variance analysis in Power BI, giving partners a consistent view of revenue, EBITDA, leverage, and liquidity.
• Supported debt refinancing, covenant compliance, and lender reporting while coordinating with auditors and external advisors.
• Promoted from Senior Analyst to Finance Manager after developing standardized forecasting templates adopted across the firm.