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

Service
business

technology
company

family
business

manufacturing
start-up

growing
business

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
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Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
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SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
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REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
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cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
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profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
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GOALS & STRATEGY
  • Strategic Planning
  • Pro Forma Projections
  • Annual Planning
  • Performance Improvement
  • Mergers & Acquisitions
  • Exit & Succession Planning
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
Learn more
REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
Learn more
cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
Learn more

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™

UNDERSTANDING AND EXECUTING STRATEGIC AGILITY

Agility in business is the ability to move fast. Strategic agility is moving fast with purpose. In this article, we’ll discuss the value of being strategically agile.

 

Not all organizations are designed for moving fast – yet market dynamics (and customers!) expect it. And those that can move fast often do so without a vision for future impact. Learn to understand how strategic agility has a crucial role in your organization’s ability to compete, innovate, flex and ultimately achieve new goals more quickly and efficiently.

 

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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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John Carr CEO & Managing Partner, DeSpir Logistics Network

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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Harold Leuken CEO, Starlite Media

MEET OUR TEAM

Get to Know Your ProCFO

CFO | Principal
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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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
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
Tim Domini

Expertise: Not For Profit

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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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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.
SCHEDULE MY ONE-ON-ONE

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
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