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 ALL-TIME COMMITMENT
Your business deserves to work with an expert ProCFO
to guide your success
CREATE THE NEXT™
REFLECT, READJUST, REIMAGINE: LOOKING AT LAST YEAR TO CREATE YOUR NEXT YEAR
As the new year approaches, it’s natural to look back at the past year and reflect on what worked and what didn’t. This exercise is particularly important for business executives as it can help you identify areas for improvement and set more realistic and achievable goals for the year ahead.
In this article, we’re discussing the importance of reflecting on performance in the last year and how this exercise can help you create a successful plan for the future.
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.
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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CFO | Principal
John Mikus
Expertise: Profitability analysis, strategic planning, cash management, systems development, process efficiencies, business reorganization and performance improvement
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CFO | Principal
Joe Meyer
Expertise: Executive Leadership and Team Development, Financial Planning & Analysis, Risk Management, Business Operations, Cash and Debt 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
Abigail Quackenbush
Expertise: Financial Operations, Optimizing Cash Flow, Profit and Performance Improvement, Raising Capital, Strategy Implementation, Scaling Businesses, Exit Strategies, Business Restructuring
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CFO | Principal
Howard Nagelberg
Expertise: Strategic Oversight, Income and Cash Flow Forecasting, Profit Optimization and Building an Efficient Staffing Structure
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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
Sunny Sharma
Expertise: Strategic planning, cash management, systems development, process efficiencies, business reorganization and mergers and acquisitions.
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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
Martin Cunningham
Expertise: Financial strategy, Resource prioritization, Budgeting and forecasting, EBITDA & ROI optimization, Capital investment programs, and Contract negotiation
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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
Tony Spina
Expertise: Acquisitions and integrations. Establishing fiscal and operational performance measures.
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CFO | Principal
Carlos Sava
Expertise: Strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A.
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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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CFO | Principal
Pat Arcardipane
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.
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