Management and Finance Consultant, helping businesses define and execute their business strategy, including budgeting, contract negotiations, expense management, vendor relations, mergers and acquisitions, operational management, technology assessment and needs in order to increase revenue and profits. Worked in public accounting as a CPA for PriceWaterhouseCoopers (formerly Coopers and Lybrand) and as the Director of Reporting and Compliance for Investors Bank and Trust. Founded an internet retailer of health related products and a software...
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Work to enable small and medium sized businesses to define and execute their business strategy, including budgeting, contract negotiations, expense management, vendor relations, mergers and acquisitions, operational management, technology assessment and needs in order to increase revenue and profits. 14 years experience helping companies leverage the web to increase brand awareness and loyalty, acquire prospects and customers, and maximize revenue and overall return on investment. Effectively use web marketing and social media techniques, including SEM and SEO, brand building, lead generation and reputation management in order to achieve business goals.
Below are more detailed descriptions of most of the services that I provide to companies:
Strategic Planning and Increased Sales
•Develop strategic plan with senior management
•Structure your overall business plan
Profitability Optimization / Expense Reduction
•Develop or review supplier purchasing contracts and purchasing procedures to maximize cash flow and profitability and ensure compliance with contracts
•Identify and capitalize on lost purchasing opportunities
•Comprehensive review of all company expenses to identify opportunities to reduce expenses
•Review of your revenue model to understand how you are making money and where to focus your attention
•Identify opportunities to maximize your profit
•Identification and elimination of wasteful practices including redundant operations and over-staffed functions...
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Apollo Software, Inc.
CEO / Chief Operations Officer
1999 - 2010
Grew a start up internet retailer and ecommerce software provider to annual sales of $40 million. Oversaw all operations including marketing team, finance, technology, customer service and multiple...
Investors Bank & Trust
1993 - 1999
Oversaw Reporting and Compliance department of 100 employees. Performed custody, fund accounting, financial reporting, board reporting, fund compliance and other treasury functions for a number of...
Manager and CPA
1988 - 1993
Served as an auditor and business advisor in the largest accounting firm in Boston. Performed auditing, financial reporting, consulting and operational review services for clients in the high tech,...