Michael P. Email & Phone Number

Waltham, Ma, Us

Direct all Finance and Accounting activities of this Healthcare focused software company.

Direct Finance, Accounting and Sales Contracting this Healthcare focused software company.

Carbonite is a $300M, public data backup and protection company transitioning from a consumer focus to a small to mid-sized business focus. In this extremely dynamic and rapid growth environment: • Provide strategic financial leadership to executive and senior management providing relevant, insightful, action oriented information and expert advice to facilitate sound decision-making• Collaborated with key business leaders on annual strategic planning process• Lead annual operations planning, budgeting and quarterly forecasting processes ensuring clear linkage to strategic objectives• Transformed team of six into a highly performing analytical team providing understanding to executive team and driving change to facilitate company’s growth and shift in market focus• Built and maintained efficient and effective long term plan model, SaaS bookings and revenue models used for strategic and ongoing business purposes• Streamlined and standardized monthly and quarterly financial reporting, Quarterly Business Review reporting, Board of Director (BoD) reporting and Key Performance Indicator (KPI) reporting • Employed relentless focus on introducing and continuously optimizing existing processes, systems and tools to create leverage and efficiency and to improve ability to facilitate good decision making. Includes implementing Host Analytics, introducing rolling forecasts and using Tableau for KPI reporting• Developed quarterly analyst guidance used by the CFO for quarterly earnings release• Key contributor to planning, analysis and integration of company’s acquisitions

Atlanta, Ga, Us

• Lead two FP&A teams: central planning team (consolidations/infrastructure) and BU planning team for the company’s largest BU (approx. $750M, became ICE Data Services Pricing and Analytics unit, post-acquisition)• Managed annual operations planning, budgeting and monthly forecasting processes and infrastructure for Corporate and Business Unit teams• Simplified and improved reporting packages and KPI metrics for Monthly Operating Reviews• Provided analysis of results and business trends and advised and recommended course of action to CFO, executive, business unit and functional management • Implemented Host Analytics and transitioned the company from quarterly to 24 month rolling forecast • Streamlined complex business unit and department structure to provide improved transparency to information and trends, simplify transactional processing and sale of the company to ICE

(A healthcare software company; sold to Optum division of United Healthcare) • Direct report to Picis CFO, business partner to President and leadership team.• Successfully framed revenue growth and cost drivers to allow company to double EBITDA to 24% and position the company for a successful sale ahead of plan.• Led the company’s financial planning and analysis efforts, including: long range planning, budgeting, forecasting, reporting, and ad hoc analyses. • Restructured the company’s planning models and processes to provide improved visibility to near term results and longer term trends.• Supported the company’s sale to Optum, including: created financial frameworks, liaised with bankers and bidders and supported due diligence and data room processes.Post Optum acquisition:• Director of Finance/Division CFO for consulting division in addition to Picis responsibilities.• Primary business partner to the Managing Director for all financial/operational issues, including: strategic and long range planning, short term financial/operational planning, operational metrics, pricing, deal structure, and others.• Refocused division plan to put on pace to deliver $75 million in bookings and $42 million in annual sales revenue with a 35% profit margin.

Us

A NASDAQ, middleware software company; sold to Progress Software• Direct report to CFO, business partner to CEO and leadership team.• Provided financial and operational leadership and decision support to the CFO, CEO, executive team and BoD from IPO throughout the company’s lifecycle, including: - Supported senior team to grow company from $50 million to $180 million in just four years. - Led planning efforts to manage costs, restructure the business and ensure continued financial viability of the company during 9/11 induced revenue decline. - Built and implemented financial business frameworks to support the company’s turnaround efforts leading to profitable growth (revenue growth of 24% with 10% net income) and subsequent sales of company.• Coordinated the company’s strategic, operational and financial planning efforts.• Responsible for FP&A, Sales Operations, Treasury, Credit and Collections, Facilities and collaborated on investor relations, audits (E&Y), corporate controls (Sarbanes-Oxley) and SEC reporting.• Significant M&A experience, including a key role in the sale of IONA.• Significant experience building systems, processes and controls.

Mba, International Business

Bba, Finance