Matthew Carter Email and Phone Number
Matthew Carter work email
- Valid
Matthew Carter personal email
High performing organizations require insightful financial leadership dedicated to maximizing profitability, effectively integrating business acquisitions, and leading diverse teams in order to achieve ambitious strategic goals and deliver aggressive performance results. As the Chief Financial Officer across numerous businesses, I have done just that.I offer a consistent track record of streamlining financial operations and creating efficient reporting systems while seamlessly directing all financial and accounting functions. Talented at strategizing and executing impactful tactical plans, clearly communicating goals across all enterprise levels, demystifying complex information, and galvanizing diverse teams around a shared mission, I am respected for driving millions in profits with ethics and integrity. Some of my accomplishments include:► Realizing $90M+ exits for investors while steering the profitable sale of 3 different companies. ► Positioning CDX Analytics for its successful sale to a PE firm after growing revenue from $0 to $7M, and to 54 employees. ► Forming strong partnerships with reputable banks and payroll companies despite pushback in a highly regulated industry. ► Radically improving reporting systems and financial decision-making by introducing metrics, dashboards, and accounting controls. ► Leading the successful $50M sale of a company – which started from a $200K initial investment – to a Fortune 500 firm.► Eliminating hours of data entry by automating processes and fostering transparency while sharing business metrics and improving accuracy. ► Preparing a company for its successful IPO while raising $15M and improving investor relations.Throughout my career, I’ve successfully devised and implemented financial strategies for diverse organizations while increasing margins, improving enterprise processes, and building top-performing teams.#mergersandacquisitions #privateequity #Finance #financialmodeling #budgeting #accounting #internalcontrols #financialaccounting #banking #investmentbanking
The Hermitage Club At Haystack Mountain
View- Website:
- hermitageclub.com
- Employees:
- 58
-
Chief Financial OfficerThe Hermitage Club At Haystack Mountain May 2024 - PresentWilmington, Vermont, United StatesSpearhead the financial operations of the Club, overseeing all aspects of accounting, budgeting, and reporting to maximize business potential and growth.Develop and implement transformative finance processes and automated systems to drive efficiency and cost-effectiveness.Collaborate closely with the GM/Executive Director and Management team to evaluate operating results, providing actionable insights on costs and profit trends.Prepare detailed monthly financial statements and forecasts, with a focus on operational and capex budgets, monitoring variances and advising management on potential improvements.Successfully managed relationships with external auditors, ensuring compliance and alignment with Club policies.Led the recruitment and professional development of the finance team, fostering a high-performance culture and ensuring top-tier talent is in place.
-
Chief Financial OfficerCdx Analytics Laboratory Aug 2015 - Apr 2024Salem, Massachusetts, United StatesPlayed a pivotal leadership role in launching this privately held analytical laboratory startup. The company was in the process of being sold to a PE-backed national laboratory. Led integration activities, assimilating cultures and reporting processes. Overseeing all finance and accounting functions, I optimize projections, accounts payable (AP), accounts receivable (AR), payroll, insurance, auditing, treasury, and financial planning and analysis (FP&A). I perform thorough due diligence for corporate acquisition, supervise the work of outside legal, tax, and accounting firms, and coordinate benefit programs. While maximizing cash flow, I prioritize growth and operational excellence.DELIVERED RESULTS:► Positioning CDX Analytics for sale to a private equity firm. ► Growing the company from $0 to $7M, and to 54 employees. ► Empowering the company to uphold its #1 market position as the statewide competition grew from 2 labs to 8+.► Forming advantageous partnerships with reputable banks and payroll companies in a highly regulated environment. ► Successfully guiding the company through multiple provider transitions due to shifting industry dynamics.► Significantly improving reporting systems and financial decision-making by introducing metrics, dashboards, and accounting controls. ► Quickly achieving profitability and doubling lab capacity twice. Developing contractor budgets and collecting quotes. Determining personnel and equipment capacity. Sourcing the initial equipment provider, Thermo Fisher Scientific. ► Optimizing the deal flow by compiling a list of 400+ potential acquisition targets, building a database and performing market research.► Partnering with the COO to effectively manage the entire staff and foster productive culture, running the Sales, Marketing, and Human Resources (HR) departments in the CEO’s absence. -
Vp FinanceCommonwealth Laboratories, Llc Apr 2014 - Jul 2017Salem, MaI continually improved accounting, treasury, finance, HR, FP&A, AR, and AP functions for this clinical diagnostics laboratory, and assumed additional executive leadership responsibilities upon the departure of the CEO and COO in 2015. While managing the business, I maximized reimbursement and compliance. I led and motivated 3 direct reports and 15 indirect reports to peak performance levels. DELIVERED RESULTS:► Producing a high-impact sales force expansion plan and accurate 3-year financial projections in partnership with McKinsey & Company, a global management consulting firm. Analyzing the product sales/profit potential by state.► Improving financial reporting and key performance indicators (KPIs) while working with a joint venture (JV) partner in the United Kingdom.►►► Leading the successful $50M sale of the company in just 3 months after starting with Commonwealth Laboratories owners’ $200K initial equity investment. Selling the US and Canada rights to Valeant Pharmaceuticals, a Fortune 500 company, in August 2015: – Integrating processes and migrating financial systems from QuickBooks to Peoplesoft and Hyperion Financials.– Creating/presenting departmental budgets and quarterly business reviews to Valeant executive management.– Completing financial due diligence, ensuring quick turnaround from the Letter of Intent (LOI) to closing, and directing corporate wind-down activities after integration.
-
CfoWillow Laboratories Jul 2010 - Apr 2014Lynn, Massachusetts, United StatesPlaying a critical role in growing this small regional lab into a $17M national toxicology laboratory with 150 employees, I provided expert accounting, finance, and P&L management while overseeing AR, AP, billing, and general ledger (GL) accounting. I created departmental budgets and cash flow forecasts while leading accounting audits and financial/non-financial due diligence. In addition, I defined and met KPIs for the business and the PE firm, all while steering 4 direct reports and 30 cross-functional indirect reports.DELIVERED RESULTS:► Eliminating 32 hours/week in manual labor by automating RCM processes.► Fostering transparency while sharing key business metrics. Designing dashboards and delivering informative presentations to the Board of Directors (BOD) and leaders across business units.► Maximizing profits and operating capital during changing reimbursement cycles by strategizing/executing multiple lean restructuring plans and implementing 13-week cash flows.►►► Successfully selling the company to Ampersand Partners for $12.5M in September 2012 and integrating it with Calloway Labs. Working closely with an investment bank to prepare financial statements and complete multiple rounds of due diligence for potential acquirers.– Taking over the responsibilities of the outgoing CEO, COO, and Head of Sales, overseeing RCM, Customer Service, Accounting, and Sales.– Integrating policies, processes, and best practices across organizations while winding down the acquired company.– Being appointed to the Account Opening Committee to deliver account profitability analyses/projections, review insurance coverage, and bring accounts into compliance.
-
Vice President Of Sales And MarketingWillow Laboratories Jul 2007 - Jul 2010I strategized sales and marketing plans based on customer feedback and market assessment. To increase lab capabilities and Medicaid licensing/credentialing, I collaborated across departments. I planned and attended conferences.DELIVERED RESULTS:► Driving annual revenue growth from $10M to $17M and expanding the sales team from 4 employees to 10 while turning this regional brand into a national company operating across 26 states.► Implementing ACT! CRM, developing the new website, and producing marketing/training materials.
-
Head Of Investor RelationsVaso Active Pharmaceuticals Jul 2003 - Jul 2007Danvers, Massachusetts, United StatesVasoActive Pharmaceuticals focused on the commercialization of over-the-counter pharmaceuticals, leveraging the proprietary VALE (Vaso Active Lipid Encapsulated) technology. The company successfully introduced three products specializing on topical pain relief and athlete’s foot treatment.• Collaborated with the CEO, underwriter, and legal team to navigate the IPO process, resulting in the successful raising of $7.5 million in funds.• Developed and coordinated a comprehensive road show, annual meeting, and investor meetings, ensuring effective communication and engagement with potential stakeholders.• Assumed responsibility for investor inquiries and correspondence following the public offering, addressing queries and providing timely and accurate information.• Delivered persuasive product presentations to major national supermarket chains, leading to an impressive expansion of distribution points from 0 to over 1,000 locations.• Worked closely with the CEO and hedge funds to facilitate a $7.5 million PIPE financing, contributing to the company's financial stability and growth.
-
ConsultantAquamer 2004 - 2007Aquamer was a publicly traded company specializing in the commercialization of an injectable polymer for treating urological, gastroenterological, and dermal disorders. During my tenure, I played a key role in executing a successful reverse merger, collaborating closely with company owners, outside accountants, and a market maker.• Spearheaded the execution of a reverse merger, facilitating the transition from a privately held entity to a publicly traded company.• Worked closely with company owners to develop and implement strategic initiatives for the commercialization of the injectable polymer.• Collaborated with outside accountants to ensure accurate financial reporting and compliance with regulatory requirements.• Engaged with a market maker to optimize the company's positioning in the financial market.• Contributed to capital-raising efforts, exploring opportunities for venture capital investment and securing funding for business expansion.
-
Mutual Fund AccountantState Street Jun 2001 - Jun 2003Boston, Massachusetts, United States
Matthew Carter Education Details
Frequently Asked Questions about Matthew Carter
What company does Matthew Carter work for?
Matthew Carter works for The Hermitage Club At Haystack Mountain
What is Matthew Carter's role at the current company?
Matthew Carter's current role is Chief Financial Officer | Operating Partner | Private Equity | Executive Board Member | Driving Growth and Exit Strategies | PE-backed Companies.
What is Matthew Carter's email address?
Matthew Carter's email address is mc****@****lub.com
What schools did Matthew Carter attend?
Matthew Carter attended Boston College - Wallace E. Carroll Graduate School Of Management, Colby College.
Who are Matthew Carter's colleagues?
Matthew Carter's colleagues are Hermitage Juan, Brenda Ransley, Chelsea Brooks, Lisa Furlon-Gaudette, Agustín Cedillo Gallardo, Jane Williams, Lucas De Dios.
Not the Matthew Carter you were looking for?
-
Matthew Carter
Phoenix, Az3medixteam.com, visioneng.com, conexess.com1 +193124XXXXX
-
Matthew Carter
New York City Metropolitan Area1opusrs.com2 +447740XXXXXX
-
3gmail.com, spiceworks.com, transect.com2 +151256XXXXX
-
Matthew Carter
San Francisco Bay Area2petdoors.com, deloitte.co.uk
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial