MEET YOUR CFO

ProCFO Partners are expert financial officers, networked across industries, verticals, specializations and situations. While each of us brings a unique perspective to your financial picture, our innovative and exclusive
FGC Financial Flywheel™ ensures a consistent approach that puts your financial functions in context, helping you create sustainable success
No Teams Found.

    executive leadership

    HALEH FARDI
    Co-Founder and CVO
    NELSON TEPFER
    Co-Founder and CEO

    managing director

    Brian Raphael
    Managing Director | CFO
    Rashid Khan
    Managing Director | CFO

    financial officers

    Brian Fern
    CFO | Principal
    Byron Kanaley
    CFO | Principal
    Carlos Sava
    CFO | Principal
    Dan Bartley
    CFO | Principal
    Francois X. Lamy
    CFO | Principal
    Gerry Quinn
    CFO | Principal
    Jeff Wheatley
    CFO | Principal
    Jeffrey D. Franklin
    CFO | Principal
    Jeffrey Wollman
    CFO | Principal
    Joan Lavis
    CFO | Principal
    John Martin
    CFO | Principal
    Kathleen Quinn
    Kathleen Quinn
    CFO | Principal
    Kathleen Reynolds
    CFO | Principal
    Marty Latman
    CFO | Principal
    Melanie A. Shaw
    CFO | Principal
    Michael Durney
    CFO | Principal
    Pat Arcardipane
    CFO | Principal
    Raji Kalra
    Principal
    Samuel Heller
    CFO | Principal
    Sheri Elowsky
    CFO | Principal
    Stacey Frye
    CFO | Principal
    Stephanie Parker
    CFO | Principal
    Thomas McNiff
    CFO | Principal
    Tim Domini
    CFO | Principal
    Todd Sloan
    CFO | Principal
    Tom Kenter
    CFO | Principal
    Tom Sherman
    CFO | Principal
    Tony Spina
    CFO | Principal

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    Co-Founder and CVO
    HALEH FARDI
    Haleh Fardi’s passion is helping business owners and executives achieve their goals. Aligned with her personal purpose to contribute and create, she has developed the FGC Financial Flywheel™ with her partner Nelson Tepfer. The FGC Financial Flywheel™ is a comprehensive system that, when implemented in an organization, provides a framework for financial management and growth. This approach enables leaders to...
    Co-Founder and CEO
    NELSON TEPFER
    Nelson has spent his entire career helping companies. Helping them grow. Helping them scale. Helping them thrive. Helping them overcome their challenges on their path to success. His capability for transformational contribution is the heart of his abilities as a financial officer. Having held leadership roles across organizations large and small, Nelson’s experience spans nearly a dozen industries ranging from...
    Managing Director | CFO
    Brian Raphael
    With over 20 years of financial leadership experience, Brian partners with CEO’s, founders, boards and management to help companies realize goals for growth, sustainability and profitability. He believes a well-built finance function can be transformative and is essential to help companies plan, grow and thrive. He employs best-in-class finance and accounting practices – honed from his work with private equity...
    Managing Director | CFO
    Rashid Khan
    Rashid Khan is a Senior Finance and Operations executive with extensive experience in helping businesses develop and achieve their strategic goals. Over two decades, he has worked as an agent of transformation and growth for small to large organizations across a multitude of industries. Rashid has spent most of his career developing people, processes, and technology – three key elements...
    CFO | Principal
    Brian Fern
    Brian K. Fern, CPA, has over thirty years of experience in the financial services industry.  Brian has built his portfolio working with PE firms, privately-owned firms in several industries, and helped companies identify expense-savings opportunities. Prior to that, he spent 10 years as CFO at an RIA with $5 billion under management, where he gained expertise working with hedge funds,...
    CFO | Principal
    Byron Kanaley
    Byron Kanaley, CPA MBA has over 30 years’ experience working with small and medium sized companies throughout the Chicago area. As a CFO, Byron has directed the finance and accounting efforts in the Retail, Technology, Professional Services, Distribution and Not for Profit sectors. Byron has a proven track record for building high performance teams and solving complex business problems. He is recognized as a financial manager...
    CFO | Principal
    Carlos Sava
    Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT. His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses,...
    CFO | Principal
    Dan Bartley
    Dan has more than 25 years’ experience in financial reporting and operations along with being a key participant in strategic planning and financial modeling. Throughout his career, Dan has analyzed, negotiated, and executed complex business transactions including mergers and acquisitions, and arranged the debt and equity financial instruments associated with those transactions. Dan’s expertise includes designing, monitoring, and revising key...
    CFO | Principal
    Francois X. Lamy
    Francois X. Lamy is an experienced CFO/COO (he has held 5 full-time CFO or CFO/COO positions already over 20 years in total) with diverse experiences resulting in strong and quantified achievements to sales growth, profitability and cash-flow. In these roles, he has served as a business partner to CEOs and management teams, organizing his own teams across the globe.He has...
    CFO | Principal
    Gerry Quinn
    Gerry is a seasoned financial and operational executive with a strong track record of driving growth and profitability of privately owned, mid-sized businesses. He is passionate about ensuring that the Finance function is a valued partner to the business, providing senior leaders with data & analytics that drive informed business decisions. A background in medical devices, consumer goods, construction and...
    CFO | Principal
    Jeff Wheatley
    Jeff Wheatley has more than 30 years of experience in senior financial and operational roles in global companies involved in consumer retail, specialty finance, and managed services.  His areas of expertise include M&A, strategic and operational planning and analysis, business turnarounds, capital raising, cost reduction, profit improvement, and Board of Director reporting. Jeff has also had direct operational responsibility as...
    CFO | Principal
    Jeffrey D. Franklin
    Jeff is a senior business executive with over 40 years of broad leadership experience in both operational and financial management. Jeff spent the last 22 years of his “corporate career” serving as the CFO/EVP of a company providing administrative, billing and accounting services to over 30 corporations in the ground transportation and real estate management sectors. As a member of...
    CFO | Principal
    Jeffrey Wollman
    Jeffrey Wollman is a senior financial and operations executive with more than 30 years of experience for small to medium sized privately held firms as a Controller and Chief Financial and Operating Officer. In his most recent hybrid senior financial management and operations role, he facilitated and enabled revenue growth from $6 million to $26 million with a 6-fold rise...
    CFO | Principal
    Joan Lavis
    Joan Lavis is a seasoned executive with deep finance and operations expertise.  She has success in leading numerous organizations across a variety of industries by developing and communicating a clear strategy and building effective teams engaged in achieving the objectives.   Joan has held progressive roles as auditor, managing director, assistant treasurer, and investment banker at Ernst & Young, GE Capital, UBS,...
    CFO | Principal
    John Martin
    John approaches the financial function from a business perspective, based on his considerable experience and training, getting behind the numbers to delve into the business from day to day operations to longer term strategic planning.  He has a strong background in the Finance, Treasury, and Banking disciplines with 25 years of CFO experience, in private and public companies in a...
    CFO | Principal
    Kathleen Quinn
    Kathleen Quinn is a senior-level finance and accounting executive who excels at partnering with leadership teams of rapidly growing companies. She balances the demands of sales, product/service delivery, and support teams with the need for profitable growth and cash management. Kathleen delivers a big picture focus balanced by a deep understanding of the details that drive results. Kathleen’s 30+ years...
    CFO | Principal
    Kathleen Reynolds
    Kathleen Reynolds is a finance executive with 20+ years of combined experience in financial services on Wall Street (at Morgan Stanley and Goldman Sachs), and in advising start-ups and businesses as their outsourced/part-time CFO. Kathleen is a seasoned professional with an MBA from Columbia and extensive experience with all things financial: cash flow management, financing strategies, acquisition valuation and integration,...
    CFO | Principal
    Marty Latman
    Marty Latman, CPA, CISA, has a rare blend of diverse finance, operations, and information technology experience across a wide range of industries, including consumer products, manufacturing, distribution, services and not-for-profit. He is known for developing and implementing business strategies to maximize organization profits, leading business expansion and growth. He has excellent interpersonal skills and the ability to work collaboratively with...
    CFO | Principal
    Melanie A. Shaw
    Melanie A. Shaw, MBA is a strategic finance professional who brings innovative energy, along with powerful Strategy, Vision, and Collaboration, through a passion for service, impact, and partnerships. Her 20+ years of expertise includes a broad range of industries including multi-unit restaurant, consumer packaged goods, association management, and manufacturing. Her CFO roles have included the leadership of Operations, Technology, and...
    CFO | Principal
    Michael Durney
    Michael Durney is the former President and CEO and board member of DHI Group (NYSE:  DHX), a global online recruiting firm, where he led the company through a diversification of offerings, a rebranding and subsequent reorganization.  Prior to his role as CEO of DHI, he served as CFO and EVP, Industry Brands Group at DHI and its predecessors, during which...
    CFO | Principal
    Pat Arcardipane
    Pat currently serves as Principal, ProCFO Partners, providing strategic business transition and financial growth services to help businesses and their owners reach their professional and personal goals. He is a Certified Public Accountant and Certified Business Transition Expert. He earned his MBA from NYU Stern School of Business. Pat is a Business Executive with over 30 years of diversified experience...
    Principal
    Raji Kalra
    Ms. Kalra is a serial COO & CFO for growing nonprofits & social enterprises in the US. She also has experience in Fortune 500 companies, working at Accenture & American Express. Throughout her career, she has focused on developing strategies to help organizations grow and creating systems & plans for efficient, effective operations while implementing policies & procedures to mitigate risk and...
    CFO | Principal
    Samuel Heller
    Sam is an experienced CFO with the ability to manage an organization’s finances while moving an organization forward in new strategic directions.  He has over 30 years of experience as a CFO and senior finance executive. Most of his experience has been in the provider healthcare field where he became an expert in all areas of healthcare finance, reimbursement, billing,...
    CFO | Principal
    Sheri Elowsky
    Sheri Elowsky is a finance executive with over 20+ years of experience as an outsourced/part-time CFO specializing in high growth companies and start-ups. Her industry experience is quite broad with a concentration in media/advertising and technology but also enjoys the challenge in learning new industries.  Sheri has extensive experience with all things financial: cash flow management, financing strategies, financial reporting/forecasting/budgeting,...
    CFO | Principal
    Stacey Frye
    Stacey has over thirty years of professional experience with twenty of those being in a CFO role.  She is a graduate of Wichita State University and is a Certified Public Accountant (inactive) with a broad range of industry experience. Stacey thrives in rapid growth companies and never backs down from a challenge.  She spent 19 years as CFO for one...
    CFO | Principal
    Stephanie Parker
    Stephanie Parker is a senior level finance executive with 30+ years of experience.  She is dedicated to delivering success to organizations, through working with C-Suite executives to analyze business goals and current strategies. Proven ability to enhance growth and profitability through assessment of processes, systems, reporting, organizational structure, and cash management practices. Stephanie has demonstrated ability in identifying areas of...
    CFO | Principal
    Thomas McNiff
    Thomas McNiff has over 30 years experience in senior financial and operational roles across a variety of industries such as manufacturing, retail, consumer products, hospitality and entertainment. Tom has experience working for a range of companies from venture backed startups to Fortune 100 companies. He is a proven leader who has been an integral part of multiple management teams. With...
    CFO | Principal
    Tim Domini
    Tim Domini has over 30 years of experience as a financial manager working in a variety of industries and different size organizations from startup to multi-billion-dollar organizations. Since the early 2000s, Tim has extended his expertise to the Not-for-Profit sector and has broad and deep experience in Not-for-Profit issues. As a Not-for-Profit leader, Tim has managed through board reporting and...
    CFO | Principal
    Todd Sloan
    Todd Sloan is a senior finance executive with over 35 years’ experience in media, digital media, data analytics and technology companies.  Mr. Sloan has led finance, business operations, corporate development, investor relations, legal and business affairs and all aspects of administration in multiple companies, including About.com (NASDAQ: BOUT), NetRatings, Inc (NASDAQ: NTRT), Tremor Video, Inc. (NYSE: TRMR) and Sisense Inc...
    CFO | Principal
    Tom Kenter
    Tom Kenter is a global senior finance executive and corporate officer. Tom has more than 25 years of diversified experience in the manufacturing, distribution, and service industries. Tom brings extensive expertise in finance, business improvement, business strategy, change management, cost reduction, cash generation, and risk management to the projects he undertakes. Prior to joining ProCFO Partners, Tom was President of...
    CFO | Principal
    Tom Sherman
    Tom is a senior financial executive with over 30 years of experience across a wide range of industries and company sizes, with a focus on privately held, lower middle market firms in real estate/construction, professional services and technology with entrepreneurial vision. From his start in public accounting, Tom has been at the center of some the biggest events over the...
    CFO | Principal
    Tony Spina
    Tony is a CFO with more than 25 years of experience supporting privately owned, mid-sized businesses in the manufacturing and service sectors. A collaborative yet compassionate financial leader who is equally as comfortable with numbers and people. Tony has been successful implementing practical solutions that further business objectives. Most recently, Tony served as the chief financial officer for a $150m manufacturing...

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