Kevin Conrad
Expertise: Strategic planning, turnaround management and profit improvement, cash management, systems evaluation and implementation, mentoring of financial personnel and raising investor investment
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A FRACTIONAL CFO WITH A FULL-TIME COMMITMENT
Your business deserves to work with an expert ProCFO
to guide your success
ProCFO Partners has been recognized on the Inc. 5000 2024 list as the fastest-growing Fractional CFO company in America.
ProCFO partners are expert financial officers, experienced across industries, verticals, specializations and situations.
Our innovative and exclusive FGC Financial Flywheel is a framework for financial management and growth that helps your company deliver systematic, sustainable, and scalable results.
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WHO WE SERVE
PUTTING YOUR FINANCIAL
PICTURE IN CONTEXT
Across six focus areas, we collaborate with you on where attention is needed first, and
most. Our comprehensive perspective helps you optimize the key relationships
between financial functions in your business.
GOALS & STRATEGY
- Strategic Planning
- Pro Forma Projections
- Annual Planning
- Performance Improvement
- Mergers & Acquisitions
- Exit & Succession Planning
Revenue Model
- Revenue Growth
- Sales Projections
- Growth Profit Analysis
- Compensation Planning
- Customer Profitability
- Turnaround Management
SYSTEMS & PROCESSES
- Financial Operations
- Internal Systems & Controls
- Legal & Compliance
- Tax Planning
- Accounting Software
- Banking
REPORTING
- Income Statement
- Balance Sheet
- Statement of Cash Flows
- Budgets
- Forecasting
- KPIs/Metrics
cash management
- Funding & Investment Sources
- Current Cash Position
- 13-week Cash Projections
- Accounts Receivable & Collections
- Cost Reduction
- Supplier Management
profit improvement
- Profitability Analysis
- Pricing model
- Gross Margin Improvement
- Cost Management
- Break-Even Analysis
- Net Profit Growth
GOALS & STRATEGY
- Strategic Planning
- Pro Forma Projections
- Annual Planning
- Performance Improvement
- Mergers & Acquisitions
- Exit & Succession Planning
Revenue Model
- Revenue Growth
- Sales Projections
- Growth Profit Analysis
- Compensation Planning
- Customer Profitability
- Turnaround Management
SYSTEMS & PROCESSES
- Financial Operations
- Internal Systems & Controls
- Legal & Compliance
- Tax Planning
- Accounting Software
- Banking
REPORTING
- Income Statement
- Balance Sheet
- Statement of Cash Flows
- Budgets
- Forecasting
- KPIs/Metrics
cash management
- Funding & Investment Sources
- Current Cash Position
- 13-week Cash Projections
- Accounts Receivable & Collections
- Cost Reduction
- Supplier Management
profit improvement
- Profitability Analysis
- Pricing model
- Gross Margin Improvement
- Cost Management
- Break-Even Analysis
- Net Profit Growth
HOW IT WORKS
1. WHERE YOU WANT TO GO
We don’t start with reports and statements. We start with you. Insightful conversations to understand your values and vision.
2. HOW YOU CAN GET THERE
Expert analysis reveals what you you need to start and stop doing to overcome issues and achieve new goals. Learn to identify the source and resolve symptoms to underperformance.
3. WHAT IT TAKES TO IMPROVE PERFORMANCE
Our focus on relationships combines with our innovative approach to go beyond problem-solving and delivers sustainable, repeatable results.
CREATE THE NEXT™
The Hidden Drift: Does Your Business Model Match Your Reality?
For many businesses, the business and revenue models they started with are no longer what they’re running. Over time, the day-to-day realities of operations, client demands, and market changes drift away from the original vision – and if you’re not tuned into these changes, your business will suffer. “Many people don’t review their business model regularly,” explains Haleh Fardi, Chief Visionary Officer at ProCFO Partners. This lack of review can lead to inefficiencies, misaligned teams, and profit leakage. The growing gap between vision and execution becomes a silent threat, impacting long-term success.
CLIENT SUCCESS STORIES
WHAT OUR CLIENTS SAY
Business models are all about assumptions. Most people make their assumptions and then believe them. And that’s a dangerous thing to do. It was really good to have somebody come in and challenge our assumptions....
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Our CFO from ProCFO Partners has been extremely valuable in putting this all together because things are moving so fast with our company....
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MEET OUR TEAM
Get to Know Your ProCFO
CFO | Principal
CFO | Principal
Tom Morral
Expertise: Leadership, Financial and Operational Expertise, Financings, M&A/Integration activities, International Operations, Financial Reporting, Mentoring, Systems Evaluation, Public Offerings, Private Equity Environments, Development of Reporting Systems and Team Development
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CFO | Principal
Sarah Smigel
Expertise: Reporting, Budgeting, and Forecasting, Financial Planning and Analysis, Strategic Planning, Financial Shared Services, Inventory Management, Process Improvement, Team leadership and Mentoring, Consolidation and Reporting, Project Management
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Managing Director
Ryan Walter
Expertise: Strategic execution, cross-functional team leadership, business transformation, organizational change management, operational & process improvement, scaling, and enterprise technology/data management
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CFO | Principal
Jean Evans
Expertise: Revenue growth planning, key metric development and analytics, process development, improving operations, impacting business growth, and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, Exit Planning, leadership and people development
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CFO | Principal
Jeremy Leitzen
Expertise: Financial Planning & Analysis, Strategic Planning, cash flow management, process optimization, team leadership and mentoring, business reorganization, systems development, metric and KPI development and tracking, and operations management, including IT, HR, and Real Estate.
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Managing Director
Randy Talcott
Expertise: Raising capital, business restructuring, systems development, improving processes, profitability, and improving cash flow
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CFO | Principal
Josefina Garcia
Expertise: Business Management, Structuring/Restructuring, Forensic Accountant, Cash Flow Management
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Managing Director
Juan Ramirez
Expertise: Strategic planning and execution, financial operations management, cross-functional team leadership, capital raising, cost reduction and profit improvement
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CFO | Principal
Len Bernstein
Expertise: Import/Export Wholesale & Direct to Consumer, Retail and Distribution for Various Industries including Apparel, Gift, Restaurant, Footwear, Food & Beverage et al for all markets from Mass to Luxury
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CFO | Principal
Stephanie Parker
Expertise: Leadership, Change Management, Financial and Operational Expertise
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CFO | Principal
Samuel Heller
Expertise: Provider Healthcare, Cash Management, Investments
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CFO | Principal
Todd Sloan
Expertise: Finance, business operations, corporate development, investor relations, legal and business affairs and all aspects of administration
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CFO | Principal
Joan Lavis
Expertise: Business divestitures, and debt and equity financings.
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CFO | Principal
Melanie A. Shaw
Expertise: Financial, Operational, and Leadership expertise.
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CFO | Principal
Thomas McNiff
Expertise: Reporting, Budgeting & Forecasting, Business Development, Cost Accounting, Systems implementations, Sarbanes-Oxley documentation, AP, AR, PR, HR, Benefits, Banking, Insurance, and Taxation.
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CFO | Principal
Marty Latman
Expertise: Financial Reporting, Organization Turnaround Specialist, Mentoring, Imports and Exports.
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CFO | Principal
Jeff Wheatley
Expertise: M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting.
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CFO | Principal
Kathleen Reynolds
Expertise: Financial Services (Goldman Sachs), acquisition valuation and integration, ERP, financial reporting, metrics and KPIs.
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CFO | Principal
John Martin
Expertise: Financing, strategic planning, revenue growth for public and private companies.
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CFO | Principal
Jeffrey D. Franklin
Expertise: Treasury and cash management functions, as well as management over the A/R, Credit, A/P, P/R, Accounting, HR, benefits, banking, insurance, risk, and IT development areas.
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CFO | Principal
Michael Durney
Expertise: Profitability analysis, rebranding, reorganization, financial restructuring, sale of a business, acquisitions, and a public offering
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Principal
Raji Kalra
Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.
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CFO | Principal
Stacey Frye
Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.
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CFO | Principal
Dan Bartley
Expertise: Improving operations, impacting business growth and maximizing profits through cash management, strategic planning, systems development, creating processing efficiencies, and business restructuring.
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PROCFO PARTNERS
CAN HELP
- Schedule a one-on-one
- Explore your own FGC FINANCIAL FLYWHEEL™ with us
- No pressure. No hassles. Just help.
EXPERTISE & INSIGHTS
15+
years of experience as CFO
A PART-TIME CFO WITH ALL-TIME COMMITMENT
With ProCFO Partners, we invest in you with a committed, experienced CFO that’s networked with dozens of our partners, putting a wide array of talent to work just for you. Your investment with us is a fraction of what you’d pay for a full-time CFO. We can easily lead, support, or integrate into your existing teams and processes for instant impact.
Learn about us
