For Profit Experience

I have worked with teams to set up the operational, financial, organizational, and system foundations while allowing the rest of the company to focus on revenues and growth. I have led five technology-based companies as a full-time COO and consulted for over 20 for-profit companies as an interim CEO/COO/CFO. After obtaining a Bachelor of Science from MIT and an MBA from Kellogg School of Management at Northwestern University, I worked 5 years as a Management Consultant at PwC and Deloitte.

As a full-time COO/CFO, I have managed a variety of functions within companies, including; sales, marketing, finance, human resources, customer service, software development, and quality control. Some accomplishments include:

  • JFM OPS Consulting LLC

    Developing business and marketing plans for five companies, resulting in over $35M capital raised.

  • JFM OPS Consulting LLC

    Sourcing, negotiating, acquiring, and integrating new companies as part of a roll-up strategy.

  • JFM OPS Consulting LLC

    Outsourcing operational functions to off-shore companies to reduce costs and improve efficiencies resulting in a 40% labor cost savings.

  • JFM OPS Consulting LLC

    Nurturing the development of a sales department which accounted for 10% monthly customer growth over three years.

Interim COO/CFO Activities

  • JFM OPS Consulting LLC
    Worked as an interim CEO with an AI platform company that monitors elderly people living by themselves and provides alerts to caregivers upon determination that an action signals an issue. Helped company transition from R&D to operational/manufacturing focus.
  • JFM OPS Consulting LLC
    Working as an Interim Head of Finance at Leading-edge energy company that has recently raised over $40M in its Series B round. Brought in by COO eight months ago to develop and implement the necessary financial processes and controls, given a monthly spend increase of over 200% within one year. Handling all day-to-day financial activities including managing financial and tax audit, contract review, insurance set up, integration of payroll and financial systems data, managing outsourced accounting, board material preparation and vendor processes and payment.
  • JFM OPS Consulting LLC
    Worked with a medical device company as it pivots from R&D to customer/manufacturing focused operations. Assisting in Series B fundraise.
  • JFM OPS Consulting LLC
    Worked as an interim COO for an early-stage aquaculture company, handling all day to day financial, operational and HR activities.
  • JFM OPS Consulting LLC
    Worked with founder of a “proof of concept stage” woman’s health style app to developed integrated financial forecast with product development plan. Finalized 5-year business plan.
  • JFM OPS Consulting LLC
    Worked as an interim COO for an early-stage 3D manufacturing firm.
  • JFM OPS Consulting LLC
    Partnered with an Executive Director of a national education-focused non-profit organization to recommend and implement organizational, financial and system changes to provide better transparency.
  • JFM OPS Consulting LLC
    Worked as the interim COO for a profitable, growing agricultural technology platform company to handle forecasted, aggressive three-year growth targets by operationalizing and growing business functions.
  • JFM OPS Consulting LLC
    Partnered with President and senior team of a profitable $25M+ medical device manufacturing company in Connecticut to create increased capacity for rolling out 5 new product lines within 12 months.
  • JFM OPS Consulting LLC
    Worked as the interim CFO for a profitable $20M+ service company with 100 employees and contractors in Portland, ME. Partnered with the senior team to create and implement an operational plan for 100% growth in 18 months.
  • JFM OPS Consulting LLC
    Served as the interim CFO for a profitable $10M+ service company with 60 employees and contractors in New York City.
  • JFM OPS Consulting LLC
    Worked as the interim CFO for a $15M international software technology company with 100 employees in New York City. Responsible for all day-to-day financial, accounting, and human resource activities.
  • JFM OPS Consulting LLC
    Mentored many entrepreneurs to translate their concepts into functional businesses, such as Questily, Inc (www.questily.com), CMLabs, Inc (www.cmlabs.com), and Mugtogo, Inc (www.mugtogo.com); current board member.

Full Time COO/CFO Activities

AZUL 3D, INC

Chief Operating Officer - (Chicago, IL)
Azul 3D (www.azul3d.com) is an early-stage Additive Manufacturing company focused on changing manufacturing.

  • JFM OPS Consulting LLC

    Managed day-to-day operations.

  • JFM OPS Consulting LLC

    Assisted in the closing of a $10M Seed fundraising round.

COUPON CABIN, LLC

Chief Operations Officer - (Chicago, IL)
Coupon Cabin (www.couponcabin.com) is an e-commerce publisher providing coupon and cashback offerings to its member base.

  • JFM OPS Consulting LLC

    Oversaw Finance/Accounting, Human Resources, Legal and Data Analytics.

HNW, INC

Chief Financial Officer - (New York, NY)
HNW (www.hnw.com) was a $14M firm focused on providing strategic and technological solutions for the wealth market.

  • JFM OPS Consulting LLC

    Managed day-to-day financial and client service operations of the 80-person company while helping the company become profitable, with revenues increasing from $6M to $14M in two years. Oversaw Technology Development, Project Management, Finance/Accounting, and Human Resources departments.

  • JFM OPS Consulting LLC

    Negotiated and closed $3M venture debt to fund strategic initiatives.

  • JFM OPS Consulting LLC

    Developed and managed annual company-wide budgets and associated business plans and forecasts.

SOLILOQUY, INC

Chief Operating Officer - (New York, NY)
Soliloquy developed software that allowed customers to search for information, services, and products through targeted, online natural language artificial intelligence-driven dialogs. Clients included CNET and HP.

  • JFM OPS Consulting LLC

    Managed Client Service, Finance, Marketing, and HR departments, growing headcount to 60 from 3.

  • JFM OPS Consulting LLC

    Raised $10 million of private equity.

MEDRIUM, INC

Chief Operating Officer - (San Francisco, CA/New York, NY)
Medrium (www.medrium.com) provides medical software and services to healthcare providers for handling back-office activities, such as patient and insurance billing and scheduling.

  • JFM OPS Consulting LLC

    Grew annual revenues to $4 million from $70,000 over a three-year period, total P&L responsibility. Created marketing initiatives resulting in increased customer base to 1800 from 120 (10% monthly growth)

  • JFM OPS Consulting LLC

    Managed day-to-day operations of 80-person company. Oversaw operations of all business lines, Customer Service, Finance, Sales/Business Development, Marketing, and Human Resource departments.

  • JFM OPS Consulting LLC

    Negotiated, acquired, and integrated two medical billing service companies with over 70 employees.

  • JFM OPS Consulting LLC

    Led capital raising initiatives, resulting in a $13 million investment of private equity and debt.

  • JFM OPS Consulting LLC

    Managed off-shore outsourcing of major business line activities, resulting in 40% labor cost savings.

  • JFM OPS Consulting LLC

    Identified and implemented strategic and tactical marketing initiatives, including branding, logo redesign, marketing collateral creation, trade show attendance, and magazine advertising.

Management Consulting

DELOITTE CONSULTING

Manager - (New York, NY)

PRICEWATERHOUSECOOPERS (PwC), LLP

Principal Consultant -  (Chicago, IL)