Provider of comprehensive, SaaS-based, age appropriate special education curriculum which advances the lives of K-12 students with special needs. A Providence Equity Partners portfolio company.Manage company financial & administrative operations including accounting, financial reporting & analysis, tax, treasury, and legal.• Completed successful investment exit, providing a 5.5x cash-on-cash return to PE sponsor in three years• Completed successful implementation of new ERP system with no delays or interruptions to ongoing operations

$175 million, private equity-backed marketer of children’s books and activitiesManaged company financial & administrative operations including accounting, financial reporting & analysis, tax, treasury, legal, and information systems. With other members of senior management and private equity sponsor:• Acquired the design team of Accord Publishing• Acquired and integrated Dalmatian Press, doubling the company size• Acquired Artistic Studios• Raised over $100 million in debt to support acquisition strategy• Completed successful investment exit, providing a 3.4x cash-on-cash return to PE sponsor in three years

International, venture capital-backed developer of solar energy cells and modulesManaged all financial operations of the company including financing, strategic planning, investor relations, financial reporting & analysis, and information systems• Raised over $12 million in private and public sector transactions• Coordinated successful application of Section 48C Advanced Energy Credit for $34 million

International, publicly-traded developer, manufacturer and marketer of medical laser systemsManaged all financial and administrative aspects of the company including financing, annual and strategic planning, legal, human resources, investor relations, forecasting, financial reporting and analysis, information systems and accounting• Negotiated acquisition of intellectual property, key to company’s growth strategy• Renegotiated three rounds of bridge financing totaling $9 million• Raised $67 million in five PIPEs and $3 million in a follow-on rights offering.

Private consulting firm engaged in financial management services, focusing on strategy formulation, capital acquisition and corporate finance. • Completed, as Chief Financial Officer, sale of privately-held New York-based high-tech manufacturer of portable wireless computing devices.• Selected by Israeli high-tech manufacturer to drive negotiations of financing round, leading to sale of organization to Fortune 100 high-tech company.• Provided finance and corporate development services to Dallas-based retail software developer.

$300 million international, publicly-traded, high-tech developer, manufacturer and marketer of wireless computing solutions for commercial marketsDirected corporate development function, including completion of mergers, acquisitions and divestitures, and formation of strategic relationships. As CFO, Managed all financial aspects of the company including planning, treasury, investor relations, forecasting, financial reporting and analysis, financial systems and accounting.• Completed formulation of four strategic partnerships, including equity positions and supply and distribution agreements• Executed partial spin-off of two-dimensional symbology subsidiary• Negotiated and executed sale of retail application software subsidiary• Raised, with other members of senior management, $80 million in convertible debt offering• Negotiated successful loan workout with Mexican distributor during peso devaluation• Served on Board of Directors for four of Telxon’s investments, in the U.S. and internationally• Renegotiated $50 million line of credit, increasing availability by $10 million• Restructured finance staff, including corporate controller, and senior tax and treasury positions

$3.6 billion snack food subsidiary of PepsiCo, Inc., with operations in 26 countriesDirected strategic and annual planning processes for PFI’s three largest Pacific Rim operations; directed accounting and financial reporting functions for operations in the Americas and Pacific Rim; and managed Division-wide consolidation, financial reporting and accounting functions.• Participated in all phases of international acquisitions and divestitures, including valuation analyses, negotiation, operating strategy formulation and contract and due diligence reviews. Transactions ranged from $12 million to $1.3 billion in the U.K., France, Japan, Mexico and Chile• Resolved partnership issues in Korean operation, resulting in $500K incremental cash flow• Authored President's monthly operating report and annual speech to PepsiCo’s Board

$20 billion international holding company of soft drink (Pepsi-Cola), snack food (Frito-Lay) and restaurant (Pizza Hut, Kentucky Fried Chicken and Taco Bell) operations Participated in financial management training program including management of financial and operational reviews; and recruitment, training and development of financial professionals.

Coordinated public and private company engagements for operations from $10 million to $1 billion for this international “Big Four” accounting firmSelected for early promotion to manager and for PMM’s National Instructor Excellence Award