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Finance and Operations | M&A and Integration | Rapid Growth Management

Highly accomplished CFO and business partner with a proven track record of financial and operational leadership in early stage, rapidly changing, and international operations. Experienced in a variety of industries including VC and private equity backed, High Tech, Software, Internet, E-commerce and Retail. Expertise in M&A and integration of operations including restructuring and re-financing, strategic re-positioning and managing rapid growth.  Recognized for strategic insights and hands on leadership that drives significant profitable growth, and for implementing a culture of accountability through development of actionable budgets, forecasts, ongoing business reviews and stringent adherence to action plans.  Build and inspire high performing teams, entrepreneurially minded, with a strong integrity and work ethic.

 Career highlights

  • Executed sale of $25M organization by leading due diligence and all financial matters to the satisfaction of all stakeholders.
  • Oversaw successful merger with $40M of sales per annum and 250 FTEs, achieving profitability and projected synergies of $20M within two years.
  • Secured $5M funding from international angel funds, negotiated and secured $20M debt financing.
  • Established financial controls and accountability and achieved profitability by reducing overhead costs by more than $1M.
  • Grew revenue over four years from $9M to $41M with positive cash flow through impacting operations; increasing profits, reducing costs, and maximizing productivity and efficiencies.
  • Migrated and implemented multiple accounting software systems (QuickBooks, NetSuite, MS Great Plains, and Oracle).

Work experience

June 2011Present

CFO / Operations


Sheetmusicplus is a global online retailer of sheet music. 60% domestic, 40% international business.

Provide executive level financial and operational leadership including comprehensive FP&A, implementing internal controls and corporate policies, banking and treasury. Lead human resources, fulfillment, purchasing, customer service, catalog and IT operations. Integral player in strategy review process and implementing a defined growth strategy. Deliver continual operational system and process improvements with emphasis on customer experience.

  • Led due diligence and all financial matters for sale of SheetMusicPlus LLC., closing the deal quickly without major purchase price adjustments to the satisfaction of all shareholders.
  • Improved KPIs for “on time delivery” by 2% points, through accurate customer communication and improved service performance.
  • Completed international acquisition and successfully integrated company, meeting all financial objectives.
  • Decreased shipping costs by $100,000 by optimizing all shipping parameters.
  • Reduced customer contact rate from 25% to 12% by improving website information, shipping communications and overall streamlining of all operational systems.
  • Upgraded product process for catalog updates, reducing time to market from one week to one day.
  • Implemented new software and procedures to automate accounting tasks, reducing closing time by 40%.
Jun 2009May 2011


Senior Consultant

Delivered interim CFO services and financial consulting to start up and privately held organizations.  Services included strategic and financial planning and forecasting, hands-on development and management of financial planning and reporting systems, project management and feasibility studies, merger and acquisitions, financial due diligence, enterprise valuation, and integration, corporate restructuring and refinancing. Served clients from a variety of industries including High Tech, Software, Hardware, Internet services and private schools.

Mar 2007Jun 2009

CFO / Senior Vice President

Navio Systems, Inc. / GBOX, Inc. / WAFER RECLAIM Services LLC

Navio was an innovator in Digital Content Management. GBox was established as Spin Off to leverage Navio’s technology

in the Social Network Market. Wafer Reclaim Services ($20M) is a recycler in the silicon wafer industry.  Worked for same majority investor for all three companies.

Designed, directed and executed all daily and long-term finance, accounting, HR and legal affairs.  Reorganized Navio from an enterprise solution company to a Web 2.0 internet provider in the social network sector. Executed Spin-Off from Navio into new company, gBox Inc. and restructured and recapitalized Navio. Appointed to board member of gBox, Inc. to oversee strategic positioning and strategic alliances.

  • Ensured proper equity accounting and communicated with shareholders during restructuring of Navio.
  • Reorganized shareholder structure through buyout against equity interest in new company and future IP proceeds.
  • Spearheaded liquidation of Navio, reduction in force, settlement with all main vendors and subleased office space.
  • Directed 409 A and 123 R valuation and secured $35M tax usable net operating loss (NOL).
  • Developed VC presentation for gbox and secured $5M from international angel funds.
  • Successfully led two acquisitions for Wafer Reclaim Services. Performed due diligence, oversaw preparation of all legal documents, engaged in purchase price negotiations, and prepared pre- and post - acquisition models. Integrated and directed accounting, payroll, HR functions post acquisition, and negotiated and secured $20M debt financing for Wafer Reclaim.
  • Migrated accounting system from QuickBooks to NetSuite.
Nov 2002Mar 2007

CFO / Senior Vice President


A $40M global SaaS leader in retail supply chain management; formed as a result of merger of GlobalNetXchange (GNX) and the Worldwide Retail Exchange (WWRE).

Led financial, facility, administration and control functions for five countries within a global company. Managed $70M investment portfolio. Managed all financial and legal aspects of the merger and spearheaded integration process.  Appointed as CFO of new merged business after leading all financial and legal aspects of merger and integration with GlobalNetXchange.

  • Developed financial models, executed financial, tax and legal due diligence and produced FDCF validation.
  • Presented financial matters to board of directors and worked “one on one” with directors to overcome obstacles.
  • Gained ownership and cost effectiveness of outsourced accounting system by implementing MS Great Plains.
  • Instituted controls and goals in the process of successfully integrating finance, accounting, and payroll systems.
  • Led company to achieve projected synergies of $20M within an aggressive two year period.
  • Introduced clear policies, processes, governance and internal controls for combined entity.
  • Chaired monthly business reviews driving action plans to achieve product and company goals.
  • Decreased GNX’s overhead expense by $1M and achieved profitability.
Oct 1991Oct 2002



A $60B international retailer in Europe.                                

Led financial analysis, reporting and business simulations for $60B international retailer. Recommended investments and performance improvements. Worked with accounting and investor relations to publish quarterly results.  Previously Senior Financial Analyst, and prior to that Financial Analyst (ASKO AG – acquired by Metro).

  • Composed acquisition proposal for over $2B valuation. Analyzed and implemented business plans. Worked with investment banks on Fairness Opinion. Managed synergy reporting for announced $200M of synergies.
  • Introduced and supported adoption of Value-Based Management (Economic Value Added / EVA).
  • Defined and integrated financial reporting process by working closely with corporate finance, accounting, and tax professionals that resulted in implementation of reporting and consolidated software solution (SAP-ECCS).
  • Partnered with corporate accounting department on conversion from local accounting standards to IFRS.
  • Developed investment evaluation model based on NPV, internal rate of return (IRR), and amortization time (AT).
  • Evaluated, structured and built the business case for a significant spin-off ($8B in revenues).


Master of Business Administration (MBA)


CPA - Passed CPA Exam

Additional education:

- Senior Management Development

- Value Controlling, Management Forum Starnberg

- Controller Academy

- Enterprise evaluation for professionals, Management Circle

- Center for Controlling & Management

- Senior Management and Leadership, Schloss Gracht

M&A and Integration of Operations | Enterprise Valuation and Due Diligence | VC and Private Equity Funding/Debt Financing | Strategic Financial Planning and Modeling | Accounting System Implementation | Development and Execution of Growth Strategy | Contract Negotiation and Strategic Alliances | Process Improvements and Costs Controls | Monthly and Annual Financial Close | Board and Investor Reporting