Chief Financial Officer
Harborline Commerce · Boston, MA
Mar, 2021 · Present
• Lead finance, accounting, and FP&A for a $180M ARR B2B marketplace; own board pack, audit, and Series D / IPO readiness workstreams.
• Built rolling 18-month forecast and driver-based model used weekly by GTM and product; forecast accuracy improved to ±3%.
• Negotiated $75M revolving credit facility and refinanced term debt, reducing interest expense ~180 bps.
• Hired and developed a 14-person finance team; cut monthly close from 12 to 5 business days.
• Led financial diligence on two tuck-in acquisitions totaling $42M enterprise value.
VP of Finance
Northbridge Analytics · Cambridge, MA
Jun, 2017 · Feb, 2021
• Owned FP&A, revenue accounting, and investor reporting for a Series B–C SaaS company growing 70% YoY.
• Implemented ASC 606 revenue recognition and multi-entity consolidation in NetSuite.
• Partnered with sales ops on pricing and discount governance; improved gross margin 4 points.
• Prepared materials for Series C raise ($55M) and quarterly board meetings.
Senior Finance Manager
Pinnacle Ridge Capital · Boston, MA
Aug, 2013 · May, 2017
• Supported portfolio CFOs on budgeting, KPI packs, and exit readiness across 8 growth-stage investments.
• Built standardized financial reporting templates adopted across the portfolio.
• Led due diligence models for 12 platform investments.