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 fundraising, 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.