Currently working as an interim CFO for a startup biotech company located in South San Francisco. Prior to this, and for the period of 2009-2017, I was the CFO of Selecta Biosciences located in Waltham, MA. As CFO, I successfully guided the company through the startup phase, the implementation of all accounting systems (beginning with Quickbooks) and controls, and the integration with Excel for sub-ledgers and reporting resulting in an IPO in 2016. I subsequently retired in late 2017 but...
Currently working as an interim CFO for a startup biotech company located in South San Francisco. Prior to this, and for the period of 2009-2017, I was the CFO of Selecta Biosciences located in Waltham, MA. As CFO, I successfully guided the company through the startup phase, the implementation of all accounting systems (beginning with Quickbooks) and controls, and the integration with Excel for sub-ledgers and reporting resulting in an IPO in 2016. I subsequently retired in late 2017 but remained as a consultant for Selecta through 2018.
Previously I built my own successful finance and operations consulting company providing strategic guidance and tactical implementation of accounting systems, management and regulatory reporting, internal controls, profitability and cost analysis in an extensive array of clients ranging from startups to mid-level companies. I am an expert in change management through re-engineering and restructuring, cost efficiency, analytical problem solving, and financial systems design and implementation. My other contributions include raising in excess of $275MM as the initial funding or for the expansion funding of several of his clients.
Prior to creating my own consulting company, I spent 20+ years in the financial services arena as CFO/SVP of Fleet Services Corporation (loan, deposit and technology operations), and the $50B Trust and Advisory Division of Fleet Financial Group. This was followed by a tenure at Putnam Investments as the SVP/CAO of the Information Services Division. I received my CPA in 1978 while working at KPMG.
40+ years of hands on experience for both private startups, and private and public companies, including having taken a company public.