Charlie
is a seasoned financial professional with experience growing companies
in fast paced environments, improving financial performance of troubled
enterprises and structuring complex transactions. His areas of expertise
include design and implementation of accounting systems, budgets, forecasts
and management reporting tools, capital fund raising, expense management
and executing business plans to profitability.
Charlie
was the Chief Financial Officer of The Merallis Company, a technology
services firm located in Rocky Hill, CT, where he managed all aspects
of accounting, finance and capital fundraising. Charlie defined financial
reporting structures across this 90-member organization into 8 key functional
departments to improve autonomy and fiscal efficiency. He revised the
corporate financial plan and reduced projected expenses by 30% while maintaining
expected revenue growth. Charlie also negotiated and managed all aspects
of $9,500,000 in equity capital fund-raising to finance national sales
and marketing initiatives.
Prior
to Merallis, Charlie was a founding management member of PQC, Inc., a
management services company that raised $50M in private capital, grew
to 1,200 employees in 3 states and $80 million in revenue. As a Vice President
at PQC, Charlie managed various aspects of finance and operations for
the Company.
Charlie
also founded Medical Claims Management (MCM), a practice reimbursement
management and consulting firm focused on profitability improvement and
operations management. MCM achieved profitability within the first 12
months of operations with $10M of revenues under management. Charlie curtailed
his day-to-day involvement in this enterprise to join the founding management
team of PQC and ultimately sold his interests in MCM.
Earlier
in his career Charlie worked as a Senior Consultant for Price Waterhouse
and as Senior Accountant for Deloitte & Touche. He is a CPA, has a B.S.
in Accountancy an A.S. in Management from Bentley College and an M.M.
in Finance and Business Policy from the J.L. Kellogg School at Northwestern
University. Charlie currently resides in Needham, MA with his wife and
two children.
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