 Provide financial and accounting support services to life science companies at various stages of growth and development to optimize the value of each business.  Partner with executive teams to construct business plans, identify investment opportunities, understand funding needs, develop new financial capabilities and raise capital to fund growth.

 Led the financial activities of the Brooks Life Sciences division, a $200+ million worldwide provider of innovative products and services to the life sciences industry.  Partnered with the president of the division as part of the senior leadership team to apply financial analysis and discipline to the strategic decision making process. Applied financial analytics and insights to drive operational improvement including accelerated revenue growth, pricing discipline, cost control and operational leverage; achieved 14% revenue CAGR and six point improvement in gross margins. Improved the closing process and financial reporting for six diverse product lines, including capital equipment, consumables, services and SaaS offerings; utilized Oracle ERP and HFM. Oversaw the accounting and control environment for the division, including multi-element revenue arrangements, software transactions and percentage completion project accounting.

 Led the global activities to analyze and evaluate business performance. Oversaw the monthly performance reviews and track progress toward achievement of performance targets. Identified key factors driving variances and recommend operational changes to address them.  Managed the global planning and forecasting process. Established corporate and business unit financial targets and led the annual planning process.  Provided key support for investor relations activities: created the reporting package for the earnings calls, assisted in setting quarterly financial guidance, and maintained IR slide presentation. Managed preparation work for annual investor events, including building the long-range financial model, leading the slide creation process and organizing the rehearsal sessions with presenters.  Oversaw the successful implementation of HFM / Hyperion Planning, including the needs assessment, blue printing, design and implementation phases. Evaluated organizational needs and determined design and structure of the tool to optimize its functionality.

 Led the global business line finance resources to manage, evaluate and improve business line performance, with focus on driving revenue growth, bookings trends and profitability. Partnered with divisional leadership teams to positively influence strategy, operational performance and investment decisions based on financial analytics.  Overhauled and upgraded the monthly reporting process and content to improve analyses of and accountability for performance variances in order to drive better decision making.  Developed new methodology for measuring and evaluating the ROI of marketing investments; led efforts to implement a new approach to capture and report on marketing spend.

 Responsible for the development, organization and execution of the investor relations program. Served as the primary communications source to shareholders and Wall Street. Developed content for external communications, including press releases, slide presentations, scripts for earnings conference calls, and content for company-sponsored analyst meetings. Developed and managed the investor relations and corporate communications plans through FDA panel review, FDA approval and commercial launch.  Oversaw the successful execution of $50 million and $80 million offerings of common stock and attracted five additional sell side analysts to launch coverage.

 Led the FP&A activities to analyze and evaluate business performance. Provided financial reports, analysis of key performance metrics and recommendations to executive management.  Managed the company-wide goal setting and planning process during which time the company increased revenue and EPS at compound annual growth rates of 6% and 18%, respectively. Drove efforts to expand operating margins resulting in 260 bps improvement over three years, including reduction of global G&A costs resulting in average annual productivity improvement of 4.2% for the fiscal years 2009, 2010 and 2011.  Managed the forecasting / guidance setting process to insure the company met or exceeded earnings per share guidance for every quarter. Significantly improved analytical content of financial deliverables, including overhaul of the monthly management reporting package and upgrade of the quarterly financial package.

 Responsible for the development, organization and execution of the investor relations program. Served as primary communications source to shareholders and Wall Street. Developed content for all external finance communications, including financial press releases, investor slide presentations, scripts for public conference calls with investors, content for company-sponsored analyst meetings, and talking points for meetings with investors. Developed and implemented programs to aggressively target key institutional investors. Identified priority targets and created marketing plans to strengthen relationships with them. Counseled the executive team on public messaging for key corporate issues including analyst meetings, acquisitions, management succession and corporate positioning.

 Developed and implemented targeting program which successfully increased awareness and established new investor relationships and our stock price appreciated 200% during the first year. Successfully increased Wall Street analyst coverage from four to eight analysts, including firms such as Morgan Stanley, Bear Stearns and Deutsche Bank Securities. Responsible for long range financial planning and assessment of corporate capital needs.  Managed the successful execution of a $120 million offering of common stock. Evaluated financing alternatives, coordinated drafting of the prospectus and the targeting of the investors.

 Successfully expanded Wall Street analyst coverage from four to nine analysts. Responsible for long-range financial planning and analysis. Analyzed various upside and downside scenarios to assess the future impact to CTI’s performance and capital needs.  Conducted strategic planning exercise to assess alternatives to maximize shareholder value. Evaluated various spin-off and divestiture alternatives before concluding that the best alternative was sale of the company. Developed a comprehensive financial benchmarking analysis of CTI versus peers. Identified key structural deficiencies in CTI’s financial performance and made actionable recommendations to senior management to improve these key metrics.

 Analyzed and recommended stocks for investment to portfolio management team. Maintained active coverage of over 175 stocks in such industries as healthcare, hotels & gaming, cruise lines, specialty retail, restaurants, freight transportation and electric power. Achieved annualized appreciation of 19% for buy-rated stocks during the period 1998 – 2002, versus an annualized loss of -6% for the S&P 500 for the same period.