VisualCV

By combining strategic and tactical capabilities with On-Demand Software expertise (also known as Software as a Service – SaaS), allows me to create On-Demand operating environments for the clients I serve. I have a track record of delivering integrated infrastructures, aligned to business goals and processes that allow a company to optimize operations in a resilient and secure manner to meet the needs of the business at any moment in time.

My focus encompasses all business processes including at a high level Finance, Human Resources, IT, Sales and Operations within a company.

Healthcare IP Partners is a unique company that was founded to facilitate the commercialization of software intellectual property of leading healthcare institutions nationwide. Healthcare IP Partners identifies, guides, and commercializes technologies that are significant to the nation’s healthcare providers, hospitals, medical centers and clinics.  Companies include: Kardia Health Systems, Open Imaging, TriPrima, NISCO, SarboxNP, Qwisk, OnPoint, WaSouix, Rainwater Healthcare.  Responsible for creating on-demand operating environments that leverage the Cloud.  Ensure linkage of strategy to key business drivers to predict individual company success allowing for crisp and timely execution of each company’s strategy.

Key financial, information technology and human resources executive for a +$100MM retail operation.  2nd Wind is the upper Midwest’s exclusive dealer of the fitness industry’s finest lines, which include Life Fitness, ParaBody, Hoist, PaceMaster, Vision, Bowflex, Stairmaster, Octane, and a host of others.  With over 100 locations and an “award winning” commercial division, 2nd Wind is one of the most successful and respected fitness dealers in North America.  Developed and implemented Software-as-a-Service (Cloud Computing) strategy to lower company operating costs, improve process efficiency and increase revenues.  Invented paperless management/Board meetings via NetSuite Dashboards. Reduced close process from 3 weeks to 2 days. Secured revolving credit facility and reduced oppressive covenant requirements.

Gearworks provides the industry's leading carrier-class platform for location-based mobile business applications - appmosphere™. Appmosphere enables wireless carriers to deliver location-based business applications to market faster, software vendors to easily mobilize their applications, and enterprises to cost-effectively deploy custom applications to mobilize workers through any wireless carrier on any mobile device. Gearworks-powered solutions are used by service-driven companies to supervise and optimize their personnel and activities in the field as easily as they do in the office. The company serves thousands of small- to medium- sized business and enterprise customers across a broad range of industries - including construction, healthcare, field service, home and store delivery, utilies and government services. Responsible for customer support, production operations, finance, accounting, human resources, and information technology functions.

Implemented key metrics for the organization with the focus on achieving profitability by the end of 2006 – developed own concept of a Business Alignment Model ensure that all employees understand the vision and direction of the company and their impact on overall company success.  Developed detailed financial models to forecast business results and cash requirements.  Selected and reviewed brokers to provide all corporate insurances including products liability and directors and officers liability.Raised $11 million for working capital purposes from both VC and private investors.  Activities included road show presentations as well as complete responsibility for the development and publishing for a Private Place Memorandum (S-1) for potential investors.  Implemented a web based application (Two-Step) that provides proper governance over the company cap table.  This has provided the company with an excellent fact-based communication vehicle to employees on their current options status.  Furthermore, it clarified for all parties a very complicated capital structure that has seen three re-capitalizations within a 6 year time frame.  Attracted a PEO company that provided outsourcing of payroll and benefits.  As a result Gearworks was able to offer a competitive health plan to attract talented employees, and premiums were reduced by -1%.

Circuit Check (an RW Baird Comapny) is the largest manufacturer of in-circuit, functional and custom test fixtures and related products for automatic test equipment (ATE) in North America. Manufacturers rely on the company, not only for test fixtures, but also for the innovative engineering that leads to successful new product development.  Member of a 3-person Senior Executive Team leading Circuit Check from a single location $10 million company to an inter-national +$25 million organization.

Led company’s accelerated growth from $10MM to $25MM in revenue in 24 months through acquisition/organic growth.  Established relationship with a China supplier for semi-finished goods at a 35% materials cost reduction.  Led the acquisition/integration of two companies aggregating $14MM and established Malaysian and Mexican operations.

eBenX was a technology-based services company that managed the business transactions between the buyers and suppliers of group health and welfare benefits.  eBenX was acquired by Carewise Health in 2002.  Responsible for financial, accounting, accounting systems, legal, health and welfare compliance (HIPPA), and investor relations.

Improved company forecasting, planning and budgeting process utilizing PeopleSoft ERP system.  Completed the 2002 budget prior to the end of 2001 – provide the road map for the company to achieve profitability, first time in the company’s history.  Responsible for investor relations.  Continually interacted with potential investors and Wall Street investment firms regarding the comapny's current and projected performance.  Completed acquisition of a division of a major financial services firm ($20 million in revenue).  Acted as Chief Compliance Officer responsible for Health and Welfare benefits law to ensure compliance with HIPAA.

PeopleNet is the leading mobile communications and onboard computing provider in the business. Serving the unique and specific needs of fleets coast-to-coast and throughout Canada, PeopleNet is known for the customer-driven innovation, unparalleled flexibility, leading edge technology and proactive customer care that gives fleets a real business edge.  Responsible for all financial and human resources functions.

Responsible for setting strategic direction and improving the performance of Deluxe’s largest business unit, with annual revenues in excess of $1.3 billion.  Led a staff of 120 employees and developed strategic business partnerships with division heads to influence 14,000 employees to engage in significant process and cultural change.  Resulted in twelve consecutive quarters of profitable growth.

Developed the base business strategy, resulting in the financial and operational turnaround of the organization.  Imbedded market segmentation as a strategic imperative for management of the customer base.  Key decisions on customer pricing, support and acquisition were based on this imperative.  Implemented Activity Based Management in all business functions in a 14-month time frame during simultaneous SAP R/3 installation.  Aligned incentive compensation with Economic Value Added; Developed and implemented a hybrid strategy of the balanced scorecard concept to support EVA strategy – the Business Alignment Model.  The Business Alignment Model brought clarity to all employees on their personal contribution and its place in accomplishing the business plan. 

Team member of group that developed the strategy to jettison the family of Deluxe companies into separate operating units with a separate public stock.  The strategy resulted in the IPO of eFunds and positioned Paper Payments as an independent public entity.  Team member that established Indian operations for back office activities and processes.  Performed strategic reviews, due diligence and closings on acquisition candidates ranging from $25 million to $1 billion.  Recommended go/no go decisions to the Board of Directors.

Responsible for business development and consulting in the areas of project management, design development and implementation of client/server technology, including SAP, Oracle, PeopleSoft, and JD Edwards.

Industry responsibilities focused on supply chain improvements for food and consumer goods clients throughout the world.  Fields of expertise included mergers and acquisitions, activity-based management, performance improvement, competitive benchmarking, strategic planning.  Increased revenues for services from $0 to $15 million during tenure.

Minneapolis, MN  |  Manager Planning and Analysis  |  1993-1994
Drove the improvement of efficiencies and profitability for Pepsi’s largest and most profitable market unit ($185 million in revenues).  Responsibilities included performance measurements, management reporting systems, strategic/analytical support, and annual operating plan and budget development.

Somers, NY  |  Business Process Reengineering  |  1992-1993
Redesigned performance measurements (financial and non-financial) and related management systems through an extensive business process reengineering initiative.  Introduced the Balanced Scorecard approach to performance measures to drive efficiency.  Developed a Windows-based operating system to track and report measures. 

Somers, NY  |  Manager, Business Planning and Analysis  |  1990-1992
Responsible for managing the financial planning and analysis process for over $6 billion in revenues.  Developed nationwide procedures for the planning and capital budgeting process and provided direction for information systems support.  Acted as financial lead for domestic and Canadian bottling acquisitions.  Acquired 85% of the Canadian bottling network in a 12 month time frame.  Performed detailed competitive analysis.

Moonachie, NJ  |  Controller Financial Operations  |  1988-1990
Managed the financial, accounting and information systems functions of the Eastern Division with revenues over $1 billion.  Responsibilities included monthly financial closings, quarterly consolidations, cost accounting, accounts payable and receivable, payroll, fixed assets, SEC financial and tax reporting, acquisition analysis and integration, and IT.

Purchase, NY  |  Supervisor Corporate Audit  |  1986-1988
Management training position.  Conducted operational, strategic and financial reviews, and acted as due diligence lead for acquisitions/divestitures of international and domestic divisions of PepsiCo, Inc.

Evaluated internal controls, consolidations and SEC reports for several Fortune 500 companies.