We are a very experienced team and pride ourselves on our personal touch.
Meet the Partners
Jeff Capello is a Managing Partner at Monomoy Advisors, bringing over 30 years of experience in decision support, interim CFO services, and strategic financial leadership. Jeff partners with executive teams to deliver actionable insights through financial modeling, scenario analysis, and capital allocation strategies, enabling informed decisions that drive shareholder value. His expertise spans IPO readiness, M&A transaction advisory, and operational improvement across industries including life sciences, healthcare, and technology.
Areas of Expertise
- Decision Support and strategic financial analysis
- Interim CFO and financial leadership
- Capital markets strategy and transaction advisory
- Cost management and productivity improvement
- Organizational design and leadership development
Notable Achievements
- Directed financial, HR, IT, and real estate activities for a $2.4 billion healthcare transaction, improving systems and processes to enable profitable growth.
- Managed capital allocation for a $28 billion portfolio, achieving a 15% reduction in outstanding shares and generating value in excess of $1.2 billion.
- Served as CFO for publicly traded and private equity-backed companies, including Biogen, Boston Scientific, and PerkinElmer.
- Served as Audit Committee Chair for several early-stage biotech companies.
Education & Credentials
- MBA, Harvard Business School
- BS in Business Administration, University of Vermont
- Former CPA (Massachusetts)
Related Services
Learn more about our Decision Support and Interim CFO Services
Kyle Peterson is a founding Partner at Monomoy Advisors and leads the Accounting Advisory practice, bringing over 20 years of experience in financial reporting, IPO readiness, and strategic accounting advisory. Kyle partners with clients to navigate complex transactions, implement internal controls, and scale financial operations for life sciences, healthcare, and emerging growth companies. His expertise ensures organizations are prepared for public company transitions, Sarbanes-Oxley compliance, and multi-entity operations.
Prior to Monomoy, Kyle served as a Managing Director at Ernst & Young, where he led assurance services for venture-backed biotechnology companies and supported clients through initial public offerings, mergers, acquisitions, and divestitures. His hands-on approach combines high-level strategic guidance with detailed execution support across the company lifecycle.
Areas of Expertise
- IPO readiness and public company transition
- Accounting advisory for life sciences and emerging growth companies
- Internal controls and Sarbanes-Oxley 404 compliance
- Multi-entity and international operations
Notable Achievements
- Led audit and advisory services for Fortune 150 companies and emerging biotech firms.
- Directed financial reporting and internal controls for a $1.0 billion revenue medical device company spin-out.
- Managed accounting and reporting for complex business combinations, including a $600 million biopharma merger.
Education & Credentials
- BS in Accounting and Sociology, Isenberg School of Management – University of Massachusetts Amherst
- CPA (Massachusetts)
Related Services
Learn more about our Accounting Advisory Services
Dave Gaiero is a Partner at Monomoy Advisors and leads the Interim Finance practice, bringing over 15 years of experience in finance leadership, IPO readiness, and strategic accounting advisory following eight years with PricewaterhouseCoopers. Dave specializes in building and scaling finance organizations for life sciences and emerging growth companies, guiding clients through complex transactions and public company transitions.
Most recently, Dave served as Chief Financial Officer of Cyteir Therapeutics, where he rapidly built a fully functioning public company finance team, implemented effective financial systems and processes, and helped execute a $150 million IPO following an $80 million private crossover round. His expertise spans financial operations, Sarbanes-Oxley implementation, SEC reporting, systems implementation, and strategic planning.
Areas of Expertise
- Interim CFO and finance leadership
- IPO readiness and public company transition
- SEC reporting and Sarbanes-Oxley compliance
- Financial systems implementation and operational scaling
Notable Achievements
- Built a public company finance team from the ground up, enabling successful IPO execution.
- Led financial operations and strategic planning for high-growth biotech organizations.
- Supported complex capital raises totaling over $500 million across private and public markets.
Education & Credentials
- BBA in Accounting, University of Massachusetts Amherst
- CPA (Massachusetts)
Related Services
Learn more about our Interim Finance Services
Meet the Team
Stella Bazilevs is a Managing Director at Monomoy Advisors with over 20 years of experience in financial management, specializing in technical accounting, SEC reporting, and Sarbanes‑Oxley (SOX) compliance. Stella supports public and private companies through capital transactions including IPOs, deSPAC transactions, reverse mergers, debt offerings, and equity issuances. She is recognized as a subject matter expert on complex accounting issues under US GAAP and IFRS, advising across diverse industries including life sciences, technology, real estate, manufacturing and professional services.
Before joining Monomoy Advisors, Stella was a Director in BDO’s audit practice and previously served as a Senior Manager in EY’s assurance practice, where she was responsible for overseeing accounting and audit engagements for the clients ranging from start-ups to large public companies.
Stella brings hands‑on support for technical accounting and complex transaction matters, enabling clients to remain focused on core business operations. She also leads teams delivering high‑quality technical accounting advisory services and is fluent in English, French, and Russian.
Areas of Expertise
- Technical accounting and complex accounting issues under US GAAP and IFRS
- SEC reporting and compliance
- IPOs, deSPAC transactions, and capital markets activity
- SOX compliance and internal controls implementation
Notable Experience
- Assisted public companies with complex accounting issues including purchase accounting, revenue recognition, debt and equity structures, and consolidation/VIE analysis
- Supported SEC registration and reporting requirements, including IPO and deSPAC transactions
- Supported CFO functions across financial reporting, forecasting, and regulatory compliance
Education, Licenses & Certifications
- MBA in Finance, University Paris | Panthéon‑Sorbonne, Paris, France
- Certified Public Accountant
- Member, American Institute of Certified Public Accountants (AICPA)
Kate is a Human Resources Manager at Monomoy Advisors and provides over 4 years of experience in general HR functions, such as recruitment and staffing, employee relations, training and development, performance management, policy development and compliance, employee data and records, employee engagement, onboarding and offboarding, and health and safety of employees.
Prior to joining Monomoy Advisors, Kate spent a year working as a recruiting specialist for Tide Points, assisting the CHRO with developing job descriptions, effectively screening candidate resumes and cover letters, managing candidate tracking system, utilizing LinkedIn tools to raise brand awareness.
Areas of Expertise
- Recruitment and talent acquisition across all levels
- HR process development, assessment, and optimization
- Employee relations, performance management, and culture initiatives
- Employer branding and social media strategy
Notable Achievements
- Partnered with firm leadership to proactively identify and fill talent needs across the organization.
- Led full‑cycle recruitment, onboarding, offboarding, and employee engagement programs.
- Developed and implemented a comprehensive HR assessment to strengthen internal processes.
- Managed Monomoy’s LinkedIn presence, creating brand‑aligned content and growing social media engagement.
Education & Credentials
- BA in Business Administration, LCC International University
- MA in International Management, LCC International University
Related Services
Learn more about Careers at Monomoy Advisors
Andrea Dellatto is a Director at Monomoy Advisors with over 30 years of experience in finance leadership, operational accounting, and management primarily in Public and pre-IPO Life Science companies. Andrea specializes in multi-entity and international operations, SEC reporting, and ERP system implementations. She has a proven track record of building and leading finance teams, implementing scalable processes, and managing complex financial projects.
Her expertise includes IPO readiness, M&A transactions, and compliance with Sarbanes-Oxley and GMP standards, helping clients navigate public company transitions and optimize financial operations.
Areas of Expertise
- Multi-entity and international accounting operations
- SEC reporting and compliance
- ERP system implementation (Oracle, NetSuite, Great Plains, Prendio, Concur and various equity Systems)
- Strategic planning and financial process improvement
Notable Achievements
- Managed operational finance teams across U.S. and international entities, supporting multiple acquisitions and integrations.
- Directed financial reporting and compliance for high-growth companies.
- Implemented ERP systems and streamlined processes for budgeting, forecasting, and royalty arrangements.
Education & Credentials
- BS in Business Administration, Accounting, Suffolk University
- MSM, Lesley University
Related Services
Learn more about our Accounting Advisory and Interim Finance Services
Michele Fossey is a Senior Associate at Monomoy Advisors with over 30 years of experience in full-cycle general accounting, intercompany accounting, and manufacturing accounting. Michele specializes in consolidations for complex global organizations, delivering accurate financial reporting and streamlined processes that drive operational efficiency.
She has worked extensively in lean, agile environments, leveraging her expertise to implement process improvements and optimize accounting workflows.
Areas of Expertise
- General ledger and intercompany accounting
- Consolidations and financial reporting for global organizations
- Process improvement and operational efficiency
- Payroll and project accounting
Notable Achievements
- Managed multiple complex projects for leading financial services groups, improving operational analysis and payroll processes.
- Developed expertise in intercompany transactions and international shipments using Oracle and SAP, reconciling three years of unapplied cash receipts and reducing overdue receivables.
Education & Credentials
- BS in Finance, Northeastern University
- AS in Business Administration, Northeastern University
Related Services
Learn more about our Accounting Advisory Services
Austin Gibbs is a Manager at Monomoy Advisors with over 8 years of experience in accounting, finance, and SEC reporting. Austin specializes in technical accounting guidance, IPO readiness, and audit support for clients in the life sciences and biotechnology sectors. His expertise includes ASC 606 revenue recognition, ASC 842 lease accounting, and Sarbanes-Oxley compliance.
Prior to joining Monomoy, Austin was a Manager in Ernst & Young’s Assurance practice, where he worked with accelerated filers and early-stage companies to ensure compliance and streamline financial reporting processes.
Areas of Expertise
- SEC reporting and IPO readiness
- Technical accounting (ASC 606, ASC 842)
- Audit support and SOX compliance
- Financial reporting for life sciences and biotech companies
Notable Achievements
- Audited adoption of ASC 606 and ASC 842 for multiple clients.
- Supported SEC filings and IPO preparation for a public life sciences company undergoing a reverse merger.
- Leveraged audit experience to help clients streamline financial statement audits and accelerate close timelines.
Education & Credentials
- MS in Accounting, Bryant University
- BS in Business Administration with a major in Accounting, Bryant University
- CPA
Related Services
Learn more about our Accounting Advisory Services
Jordan Helter is a Managing Director at Monomoy Advisors with over 20 years of experience in accounting advisory, financial reporting, and technical accounting. Jordan specializes in guiding clients through SEC filings, mergers and acquisitions, accounting policy implementation, and complex transaction support for companies in the life sciences and technology sectors.
Prior to joining Monomoy, Jordan served as a Director in BDO’s assurance practice. His experience spans pre-revenue biotech start-ups to multi-national public and private equity-backed software companies with revenues exceeding $2 billion.
Areas of Expertise
- SEC reporting and technical accounting
- Mergers, acquisitions, and divestitures
- Accounting policy implementation and process improvement
- Advisory for life sciences and technology companies
Notable Achievements
- Supported clients through complex financial reporting for M&A transactions, reorganizations, and carve-outs.
- Advised public and private equity-backed companies on accounting implications of strategic transactions.
- Leveraged audit experience to help clients establish robust internal controls and complete successful audits.
Education & Credentials
- BS in Accounting, Syracuse University
- CPA
Related Services
Learn more about our Accounting Advisory Services
Chris Hodgens is an Associate Director in Monomoy Advisors’ Interim Finance practice, bringing nearly a decade of experience in accounting, finance, and audit leadership. Chris specializes in IPO readiness, SEC reporting, SOX compliance, and financial process optimization, helping clients strengthen financial operations and improve reporting efficiency.
Before joining Monomoy, Chris served as Controller for an energy storage technology company, where he implemented a corporate card and expense management solution, streamlined month-end close, and enhanced forecasting processes by automating updates within Excel models integrated with Salesforce data, enabling more efficient and accurate reporting to investors. He began his career at Deloitte, where he led audits for public companies subject to PCAOB standards across multiple industries, including life sciences, healthcare, and technology.
Areas of Expertise
- Interim Controller services and financial leadership
- IPO readiness and SEC reporting
- SOX 404 compliance and internal controls
- Financial process optimization and reporting automation
Notable Achievements
- Implemented a corporate card and expense management solution to improve spend visibility.
- Streamlined month-end close and accelerated reporting timelines.
- Automated forecasting updates by integrating Salesforce data into Excel models for investor reporting.
- Led SOX business combination controls implementation during the acquisition of a contract drug manufacturer.
- Managed audits for public and emerging growth companies across multiple industries.
Education & Credentials
- BA in Accounting, College of the Holy Cross
- CPA (Massachusetts)
- Member of AICPA and MSCPA
Related Services
Learn more about our Controller and Interim Finance Services
Chris Jacobs is a Senior Accountant at Monomoy Advisors with over 3 years of experience in accounting, finance, and audit services. Chris specializes in accounts payable, bank and account reconciliations, month-end and quarter-end close management, and SEC reporting support for clients across multiple industries.
Before joining Monomoy, Chris worked at KPMG in its dual-path program, gaining experience in both audit and advisory services. He assisted public and private companies through complex transactions, including mergers and acquisitions.
Areas of Expertise
- Accounts payable and reconciliations
- Month-end and quarter-end close processes
- SEC reporting and regulatory compliance
- Audit support for mergers and acquisitions
Notable Achievements
- Executed audit procedures for revenue, business combinations, and product revenue allowances for public companies during M&A transactions.
- Generated carve-out financial statements for public financial services clients.
- Conducted market research using SEC filings and ASC regulatory updates to ensure compliance for complex transactions.
- Managed net working capital requirements and sell-side financial statements for a client going through an acquisition.
Education & Credentials
- MS in Accounting, Bentley University
- BS in Corporate Finance and Accounting, Bentley University
Related Services
Learn more about our Accounting Advisory Services
Jordan Medalia is a Senior Director at Monomoy Advisors with over 10 years of experience in accounting, finance, and SEC reporting. Jordan specializes in controllership and financial reporting for clinical-stage biopharmaceutical companies, supporting clients through IPO readiness, SOX compliance, and complex technical accounting including ASC 606 and ASC 842.
Prior to joining Monomoy, Jordan served as Global Corporate Controller for a high-growth technology company. Earlier in his career, Jordan was a Manager in Ernst & Young’s Assurance practice, managing audits for public and private companies in the life sciences industry.
Areas of Expertise
- SEC reporting and SOX compliance
- IPO readiness and public company transition
- Technical accounting (ASC 606, ASC 842)
- Financial operations and process optimization
Notable Achievements
- Led adoption of new SEC rules, including pay-versus-performance and executive compensation disclosures.
- Managed multi-national treasury transition across five countries.
- Reduced monthly close cycle and accelerated annual audit timeline for multiple private and public companies.
Education & Credentials
- MBA and MSA, Suffolk University
- BA in Economics, Grinnell College
- CPA in Massachusetts
Related Services
Learn more about our Accounting Advisory Services
Tifany Menasha is a Senior Associate at Monomoy Advisors with over 20 years of experience in operational finance, accounting, and IPO readiness. Tifany provides comprehensive accounting advisory services for clients in life sciences and technology, leveraging her expertise in financial reporting, system implementations, and acquisition integration.
Before joining Monomoy, Tifany played a key role in the growth of a rapidly expanding SaaS company, supporting its journey from start-up to successful IPO. Her experience includes audit readiness, merger accounting, and financial due diligence.
Areas of Expertise
- IPO readiness and public company transition
- Financial reporting and audit support
- M&A due diligence and post-merger integration
- ERP and equity management system implementation
Notable Achievements
- Developed accounting best practices to enable efficient operations and reporting for high-growth companies.
- Oversaw and integrated six successful acquisitions, aligning strategies with parent company objectives.
- Served as a key member of an IPO team, responsible for multi-year audits and S-1 financial data preparation.
Education & Credentials
- BA in Economics and International Relations, Boston University
- MS in Accounting and MBA, Northeastern University
Related Services
Learn more about our Accounting Advisory Services
Drew Nagus is a Managing Director at Monomoy Advisors with over 20 years of experience in public accounting, technical accounting, and corporate finance. Drew specializes in SEC reporting, IPO readiness, reverse mergers, revenue recognition, complex debt and equity, purchase accounting, share-based compensation and lease accounting for companies across technology, life sciences, and manufacturing.
Prior to joining Monomoy, Drew worked extensively on financial reporting for IPOs, mergers, acquisitions, and equity transactions. His experience includes leading revenue recognition projects, implementing ASC 606 and ASC 842 standards, and supporting clients through carve-outs, spin-offs, and divestitures.
Areas of Expertise
- Technical accounting and SEC reporting
- IPO readiness and public company transition
- Revenue recognition and lease accounting (ASC 606, ASC 842)
- Financial operations and process improvement
Notable Achievements
- Directed revenue recognition and billing processes for a Fortune 150 company with annual revenue over $9 billion.
- Managed SEC reporting for IPOs and major equity transactions, ensuring compliance and timely filings.
- Developed technical accounting white papers and implemented new standards for complex client transactions.
Education & Credentials
- BS in Business Administration with a major in Accounting, Hawaii Pacific University
- CPA
- Member of AICPA
Related Services
Learn more about our Technical Accounting Services
Bob Ricci is a Director at Monomoy Advisors with over 30 years of experience in accounting, finance, and operational leadership. Bob specializes in controller services, interim finance leadership, and strategic advisory for complex transactions and operational scaling.
Bob began his career with KPMG and later served as Corporate Controller for Genetics Institute, followed by senior leadership roles at Genzyme Corporation. His experience includes serving as CFO for a private equity-backed clinical technology lab and as Interim Chief of Staff and Interim Corporate Controller for a $700M international technology company.
Areas of Expertise
- Interim Controller and CFO services
- Diverse background in Life Sciences (biotech, pharma products, medical devices, diagnostics and lab services)
- Financial operations and process improvement
- Strategic planning and transaction support
- Private Co, Public Co, Start-up and Private Equity experience
Notable Achievements
- Directed year-end audit and purchase accounting for a $700 million technology company, implementing ASC 606 and ASC 842.
- Directed completion of a Quality of Earnings report which was instrumental in the $935 million sale of a business unit.
- Led implementation of a new third-party billing system and negotiated a new facility lease and executed a successful lab/office move and new building buildout resulting in $2 million in annual savings.
- Managed finance operations for a global, publicly traded biotech company through three successful product launches and rapid growth.
Education & Credentials
- BS in Accounting, Boston College
Related Services
Learn more about our Controller and Interim Finance Services
Lloyd is an accounting professional with over a decade of combined experience in public and private accounting working with companies in various stages of development and growth. He has extensive client service experience with SEC registrants as well as private equity and venture-backed businesses.
Before joining Monomoy, Lloyd served as Senior Manager of Technical Accounting and Financial Reporting at a global IT consulting firm, where he led initiatives involving SEC registration statements, implementation of new accounting standards, and audit preparedness. Previously, he was a Senior Manager in BDO’s Assurance practice, serving both public and privately held companies with domestic and international operations.
Areas of Expertise
- Technical accounting, including business combinations, financing transactions and stock-based compensation
- Financial reporting for private companies and SEC registrants
- IPO readiness and registration statement preparation
- Implementation of new accounting standards
Notable Achievements
- Managed accounting for three business combinations totaling $200 million in a single reporting period.
- Directed preparation and filing of S-1 registration statements in support of IPO readiness.
- Supported adoption of new accounting standards and streamlined financial reporting processes.
Education & Credentials
- Postgraduate in Accounting Sciences, University of South Africa
- B.Com in Accounting, University of Science and Technology, Zimbabwe
- CPA (Massachusetts)
Related Services
Learn more about our Technical Accounting Services
Will Weddleton is an Associate Director at Monomoy Advisors with extensive experience in program and project management, process improvement, and integration support for large-scale corporate initiatives. Will specializes in financial integration for multi-billion-dollar acquisitions, shared service center implementation, and operational efficiency projects.
Will has successfully led cross-functional and global teams, aligning stakeholders toward shared objectives. His expertise includes structuring Project Management Offices (PMOs) and optimizing business processes.
Areas of Expertise
- Program and project management for finance transformation
- Integration support for M&A transactions
- Shared service center implementation
- Process improvement and operational efficiency
Notable Achievements
- Established a PMO for a corporate finance team during a $1 billion+ acquisition, streamlining integration processes.
- Directed process improvement initiatives for R&D projects focused on sustaining medical devices.
- Managed U.S. Army engineering programs supporting life, health, and safety requirements.
Education & Credentials
- MBA, Boston University
- MS in Geological Engineering, Missouri University of Science and Technology
- BA in Political Science, University of Massachusetts Amherst
- Project Management Professional (PMI)
- Professional Scrum Master (Scrum.org)
Related Services
Learn more about our Project Management and Integration Services
Michael Wyzga is a Managing Director at Monomoy Advisors, leading the Decision Support team and bringing more than 15 years of strategic and financial leadership experience across the life sciences and banking sectors. Mike has extensive experience as a public and private company CFO and as a healthcare investment banker. Mike specializes in financial operations, strategic planning, capital markets and fundraising, and transaction advisory, helping clients make informed decisions that drive shareholder value.
Most recently, Mike served as CFO of VectorY Therapeutics, where he led financial operations, investor relations, and information technology. Previously, Mike was CFO of Yumanity Therapeutics (YMTX), managing the company’s SEC reporting, investor relations and strategic sale. Mike began his career in investment banking, holding roles at Citigroup and Needham & Company.
Areas of Expertise
- Interim CFO and financial leadership
- Capital markets and fundraising strategy
- SEC reporting and IPO readiness
- M&A and strategic transaction advisory
Notable Achievements
- Executed $140 million Series A financing for VectorY Therapeutics, building systems and controls for IPO readiness.
- Managed concurrent strategic transactions for Yumanity Therapeutics, including sale of the company’s neuroscience assets to Johnson & Johnson and a reverse merger with a privately held oncology immunotherapy company.
- Advised clients across the global biopharma sector on strategic initiatives including equity and debt financings, mergers and acquisitions, and other corporate transactions, raising billions of dollars to support client company’s growth.
Education & Credentials
- BS in Finance, Lehigh University
- MBA, Cornell University
Related Services
Learn more about our Decision Support and Interim CFO Services