Interim CEO/COO/CFO Experience

Working as 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.

Worked as Interim CEO at AI-platform, elderly monitoring device development and manufacturing company.  Brought in a year ago by the founders to help drive the transition from R&D focus to operational/manufacturing.  The Company is in the final certification process and will be manufacturing its first saleable units within the month.  Worked with the CTO and Head of Operations to develop and execute an operational plan and associated financial model.  Also handled quarterly board management. 

Worked as Interim CFO at Smart Building SAAS technology company for 6 months. Managed day to day financial activities. Helped in transition to full-time Finance hire.

Worked as Interim COO for an Environmentally-focused (ESG) SAAS company. Worked with them for the last year (3 days a week) on transferring the day-to-day financial, operational and human source activities from two founders. Developed the Human Resource and Recruiting processes and helped hire their first HR Manager. Streamlined operational activities and took those operational activities from one of the founders so he could focus on product development.

Worked as Interim COO for an Environmentally-focused (ESG) SAAS company. Worked with them for the last year (3 days a week) on transferring the day-to-day financial, operational and human source activities from two founders. Developed the Human Resource and Recruiting processes and helped hire their first HR Manager. Streamlined operational activities and took those operational activities from one of the founders so he could focus on product development.

Worked with the founder/CEO and CTO of a Women's health style, artificial intelligenece-driven app for over 3 months to develop a financial and hiring model that integrated with the technology/product development plan. I then helped in the development of their Seed round fundraising presentation.

Worked with founder/CEO and team to plan the transition of a medical device company from an R&D-focused entity to a customer-focused manufacturing organization over nine months.

Worked with President and senior team of a $25M+ medical device manufacturing and engineering company based in Connecticut in handling operational issues to create increased capacity for rolling out 5 new product lines.

Worked as an interim CFO for a $20M+ service company with over 100 employees and contractors in Portland, ME.

Worked as an interim CFO for a $10M marketing services company with over 60 employees in New York City.

Worked as an interim CFO for a $15M international software technology company with over 100 employees in New York City. Responsible for all day-to-day financial, accounting, and human resource activities.

Provided marketing and financial assistance to an early-stage manufacturing company.

Led a senior management transition for a call center and web design company; analyzed and recommended organizational and process changes.

Developed a business plan for an early-stage healthcare company.

Provided operational due diligence on three companies for an investment firm.

Developed a financial model for analyzing a company's move to acquire three competitors.

Analyzed financial model of durable medical company's expansion.

Proposed analyzing a medical billing company's operations.

Proposed developing a marketing plan for an international company looking to penetrate the US market.