Functional Skills
Accounting
Acquisition Target Identification
AI Performance Optimization
Compliance and risk
Data Analysis
Financial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Growth Strategy
Leadership Development
Performance Management
Risk Management
Strategic Planning
Valuation
Financial Statement Preparation
Software Skills
Asana
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Salesforce
Sharepoint
MicroStrategy
SAP
SAP CRM
Certifications
CPACertified Public Accountant
CGMAChartered Global Management Accountant
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Social & Public Sector
Technology
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Ben Franklin Technology Partners of Southeastern PA
Finance
Chief Financial Officer and Assistant Treasurer
6/2022 - 6/2025
A leading venture capital and economic development organization that drives equitable growth through investments in early staged technology-driven companies. Portfolio of 200 companies totaling $65M AUM, and two for-profit venture funds with combined capital raise of $60M.
• Oversaw P&L management, investment operations, financial reporting, accounting, and treasury functions, ensuring optimized cash flow, audit compliance, and regulatory adherence.
• Transformed finance team to modernize operations and optimize the department for growth including enhancement of financial systems.
• Restructured reporting to increase transparency and management of working capital through challenging PE/venture capital markets.
• Implemented new partner engagement strategy and expanded revenue sources to enhance financial resilience and drive sustainable growth.
• Led executive oversight and strategic guidance for the establishment of the PROPEL Tech Hub. Provided ongoing guidance towards positioning the region at the forefront of precision medicine innovation to advance health equity and technology commercialization.
• Optimized full grant lifecycle, from identifying funding opportunities and proposal development to compliance, reporting, and fund allocation.
• Oversaw P&L management, investment operations, financial reporting, accounting, and treasury functions, ensuring optimized cash flow, audit compliance, and regulatory adherence.
• Transformed finance team to modernize operations and optimize the department for growth including enhancement of financial systems.
• Restructured reporting to increase transparency and management of working capital through challenging PE/venture capital markets.
• Implemented new partner engagement strategy and expanded revenue sources to enhance financial resilience and drive sustainable growth.
• Led executive oversight and strategic guidance for the establishment of the PROPEL Tech Hub. Provided ongoing guidance towards positioning the region at the forefront of precision medicine innovation to advance health equity and technology commercialization.
• Optimized full grant lifecycle, from identifying funding opportunities and proposal development to compliance, reporting, and fund allocation.
Macquarie Asset Management - Public Markets (Macquarie)
Corporate Strategy & Development
Head of US Corporate Development and Senior Vice President
1/2015 - 6/2021
A top 50 global asset manager with $460B AUM, and top 25 US mutual fund manager. Established and led U.S. Corporate Development function, overseeing cross-functional teams of 40+ senior leaders and 100+ team members.
• Oversaw sourcing, evaluation, and execution of 60+ M&A opportunities, including strategic alignment, valuation analysis, due diligence, and stakeholder management.
• Led US and multi-national transactions ranging $5M to $1B+, including acquisitions, divestitures, and investment team lift-outs.
• Developed & executed mutual fund consolidation strategy, leading the largest acquisition in 10 years, a complex $12B AUM tri-party transaction that served as the blueprint for the subsequent $1.7B acquisition escalating the company to top 25 mutual fund manager.
• Negotiated $9B AUM sub-advisory agreement & ownership restructuring with joint venture partner and served as board observer and business relationship manager.
• Oversaw sourcing, evaluation, and execution of 60+ M&A opportunities, including strategic alignment, valuation analysis, due diligence, and stakeholder management.
• Led US and multi-national transactions ranging $5M to $1B+, including acquisitions, divestitures, and investment team lift-outs.
• Developed & executed mutual fund consolidation strategy, leading the largest acquisition in 10 years, a complex $12B AUM tri-party transaction that served as the blueprint for the subsequent $1.7B acquisition escalating the company to top 25 mutual fund manager.
• Negotiated $9B AUM sub-advisory agreement & ownership restructuring with joint venture partner and served as board observer and business relationship manager.
Delaware Investments (Lincoln Financial Group/Macquarie)
Corporate Strategy & Development
Vice President, Strategic Analysis
10/2009 - 12/2014
Delaware Investments was acquired by Macquarie in 2010.
• Provided financial and strategic leadership as key member of the 2009 deal team for the $460M divestiture of Delaware Investments from Lincoln Financial to Macquarie.
• Advanced business financial analytics, product profitability reporting, competitor intelligence, and special projects.
• Collaborated with senior leadership to develop strategic plans and support financial analysis for business initiatives.
• Designed and implemented division-wide product profitability reporting including financial models and allocation methodologies.
• Provided financial and strategic leadership as key member of the 2009 deal team for the $460M divestiture of Delaware Investments from Lincoln Financial to Macquarie.
• Advanced business financial analytics, product profitability reporting, competitor intelligence, and special projects.
• Collaborated with senior leadership to develop strategic plans and support financial analysis for business initiatives.
• Designed and implemented division-wide product profitability reporting including financial models and allocation methodologies.
Delaware Investments (Lincoln Financial Group)
Finance
Assistant Vice President, Financial Planning & Analysis
8/2005 - 9/2009
Investment management segment of Lincoln Financial Group, a Fortune 50 insurance and financial services corporation with $260B AUM.
• Designed new financial analytics function, enhancing reporting accuracy, operational efficiency, and data-driven decision-making.
• Led transition of business segment reporting and analysis during 2006 merger of Lincoln Financial Group and Jefferson Pilot.
• Directed the financial planning process for a $600M revenue division, implementing a streamlined forecasting model that improved accuracy, efficiency, and decision-making.
• Implemented new financial systems and redesigned the asset database, enhancing data analytics and reporting.
• Provided critical insights to executive leadership, implementing break-even analysis, forecasting models, and expense management strategies that cut costs by 10% and optimized cash flow during the global financial crisis.
• Led improvements in segment earnings reporting, analysis, and executive messaging for 10-K and 10-Q filings, ensuring greater accuracy, clarity, and regulatory compliance.
• Recruited, developed, and mentored a team of top-performing analysts and managers, fostering career growth and leadership development that propelled them to higher roles within the organization.
• Designed new financial analytics function, enhancing reporting accuracy, operational efficiency, and data-driven decision-making.
• Led transition of business segment reporting and analysis during 2006 merger of Lincoln Financial Group and Jefferson Pilot.
• Directed the financial planning process for a $600M revenue division, implementing a streamlined forecasting model that improved accuracy, efficiency, and decision-making.
• Implemented new financial systems and redesigned the asset database, enhancing data analytics and reporting.
• Provided critical insights to executive leadership, implementing break-even analysis, forecasting models, and expense management strategies that cut costs by 10% and optimized cash flow during the global financial crisis.
• Led improvements in segment earnings reporting, analysis, and executive messaging for 10-K and 10-Q filings, ensuring greater accuracy, clarity, and regulatory compliance.
• Recruited, developed, and mentored a team of top-performing analysts and managers, fostering career growth and leadership development that propelled them to higher roles within the organization.
Delaware Investments (Lincoln Financial Group)
Accounting
Business Unit Leader, Assistant Vice President
10/2004 - 7/2005
Investment management segment of Lincoln Financial Group, a former Fortune 50 insurance and financial services corporation with $260B AUM.
• Led execution of the first-year implementation and subsequent streamlining of SOX Section 404 and 302 compliance requirements involving management of 40+ process owners, 60+ testers.
• Established and directed Senior Management Steering Committee to align stakeholders in first-year implementation.
• Responsible for over 30% in cost reductions associated with the on-going SOX program.
• Pioneered division-wide internal testing program resulting in increased efficiency, reduced costs, and staff training opportunities.
• Led execution of the first-year implementation and subsequent streamlining of SOX Section 404 and 302 compliance requirements involving management of 40+ process owners, 60+ testers.
• Established and directed Senior Management Steering Committee to align stakeholders in first-year implementation.
• Responsible for over 30% in cost reductions associated with the on-going SOX program.
• Pioneered division-wide internal testing program resulting in increased efficiency, reduced costs, and staff training opportunities.
Cigna Corporation, Corporate
Corporate Strategy & Development
Progressive Strategic and Financial Leadership roles
6/2000 - 9/2004
Held a series of high-impact roles across Cigna’s Corporate, Group Insurance, and Specialty Healthcare divisions.
• Led M&A transactions, strategic reviews, and financial restructuring initiatives across business units with revenues ranging from $350M to $2B+.
• Directed corporate strategy and M&A projects, including lead roles on the $230M
divestiture of a health system, three international transactions, and other strategic transactions.
• Advanced cost transparency, financial modeling, and business analytics to support restructuring, growth planning, and strategic realignment.
• Led financial integration and systems initiatives that improved receivables management and reduced costs by more than 10%.
• Led M&A transactions, strategic reviews, and financial restructuring initiatives across business units with revenues ranging from $350M to $2B+.
• Directed corporate strategy and M&A projects, including lead roles on the $230M
divestiture of a health system, three international transactions, and other strategic transactions.
• Advanced cost transparency, financial modeling, and business analytics to support restructuring, growth planning, and strategic realignment.
• Led financial integration and systems initiatives that improved receivables management and reduced costs by more than 10%.
Deloitte
Accounting
Progressive roles in audit
5/1995 - 5/2000
Advanced to Experienced Audit Senior building expertise in the Retail, Insurance, Manufacturing, Higher Education, Healthcare, and Not-for-Profit industries.