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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

    Juan Ramirez
    Managing Director | CFO
    Randy Talcott
    Managing Director | CFO
    Rashid Khan
    Managing Director | CFO
    Ryan Walter
    Managing Director | CFO

    financial officers

    Abigail Quackenbush
    CFO | Principal
    Carlos Sava
    CFO | Principal
    Charu Bahl
    CFO | Principal
    Dan Bartley
    CFO | Principal
    Gerry Quinn
    CFO | Principal
    Howard Nagelberg
    CFO | Principal
    Jean Evans
    CFO | Principal
    Jeff Wheatley
    CFO | Principal
    Jeffrey D. Franklin
    CFO | Principal
    Jeremy Leitzen
    CFO | Principal
    Jerry Johnson
    CFO | Principal
    Joan Lavis
    CFO | Principal
    Joe Meyer
    CFO | Principal
    Joe Shake
    CFO | Principal
    John Chaple
    CFO | Principal
    John Martin
    CFO | Principal
    John Mikus
    CFO | Principal
    Josefina Garcia
    CFO | Principal
    Kathleen Reynolds
    CFO | Principal
    Kevin Conrad
    CFO | Principal
    Len Bernstein
    CFO | Principal
    Martin Cunningham
    CFO | Principal
    Marty Latman
    CFO | Principal
    Melanie A. Shaw
    CFO | Principal
    Michael Durney
    CFO | Principal
    Pat Arcardipane
    CFO | Principal
    Raji Kalra
    Principal
    Roy Ryniker
    CFO | Principal
    Samuel Heller
    CFO | Principal
    Sarah Smigel
    CFO | Principal
    Sheri Elowsky
    CFO | Principal
    Stacey Frye
    CFO | Principal
    Stephanie Parker
    CFO | Principal
    Sunny Sharma
    CFO | Principal
    Thomas McNiff
    CFO | Principal
    Tim Domini
    CFO | Principal
    Todd Sloan
    CFO | Principal
    Tom Morral
    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...
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    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...
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    Managing Director | CFO
    Juan Ramirez
    Juan Ramirez is a CFO with over 30 years of experience with a strong control environment mindset developed throughout the early part of his career in Audit and Controller roles. He is a senior finance executive and strategic business partner who optimizes operations to ignite growth across the global organizations. His achievements earned him accolades from the Globee Awards (Silicon...
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    Managing Director | CFO
    Randy Talcott
    Randy Talcott is a seasoned finance executive with over 35 years of experience in a variety of industries including manufacturing, distribution, travel and leisure, and home security.  He has served as chief financial officer of both medium size and small public and private companies where he has secured hundreds of millions of dollars in both public and private financings, executed...
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    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...
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    Managing Director | CFO
    Ryan Walter
    Ryan Walter is passionate about delivering organizational transformation and growth. He was the Founder and CEO of Parrels Advisory focused on helping businesses and non-profits achieve ‘what’s next.’ The organization equipped leaders to root out roadblocks that stall progress, navigate make-or-break decisions, and build results through delivery. Before his role at Parrels Advisory, Ryan served as General Manager for Moven,...
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    CFO | Principal
    Abigail Quackenbush
    An experienced CFO, Abigail Quackenbush’s background also includes leadership roles as Chief Operating Officer, Management and Strategy Consultant, and Manufacturing Production Manager with profit and loss responsibility. Her broad experience positions her to do what she does best – be a value-creating partner to companies by highlighting the financial implications of operational and strategic decisions, recognizing red flags and inefficiencies,...
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    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,...
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    CFO | Principal
    Charu Bahl
    Charu Bahl is a highly experienced Finance executive with 24 years of expertise in Change Management, Business Transformation, and Strategic Planning across various industries, including Financial Services, Payments, Food & Beverage, Clean Energy, Commercial Real Estate, and Publishing. Her skills span Accounting, Business Process Reengineering with Automation and Digitization, Global FP&A, and project management for Regulatory and Compliance initiatives. Charu...
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    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...
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    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...
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    CFO | Principal
    Howard Nagelberg
    Howard Nagelberg is a highly accomplished finance executive with over 40 years of experience. As a C-Suite Finance Executive, Howard has established a reputation as a strategic thinker and collaborative leader, with a unique perspective on the interplay between finance and other disciplines. He believes that a strategic, big-picture perspective is essential to success. Throughout his career, Howard has worked...
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    CFO | Principal
    Jean Evans
    Jean Evans is a seasoned Finance and Operation Executive with an entrepreneurial spirit and over 25 years of experience in small and mid-market emerging businesses. An entrepreneur herself, Jean’s passion is helping business owners and executives achieve their goals. She has a diverse professional background, having fulfilled various roles including CFO, interim CFO, COO, and consultant. Her expertise has been...
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    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...
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    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...
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    CFO | Principal
    Jeremy Leitzen
    Jeremy Leitzen is a seasoned Finance and Operation Executive with over 20 years of experience in public, private equity, and private family-owned organizations in sectors such as Retail, E-Commerce, Service, Distribution and Logistics, Insurance, and Extended Warranties. He is an operationally minded thinker who drives results through process optimization ensuring full end to end process is efficient and drives profitable...
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    CFO | Principal
    Jerry Johnson
    Jerry Johnson is a seasoned Finance and Operations Executive with a remarkable track record spanning three decades across diverse industries such as automotive, healthcare, logistics, fulfillment, and oil & gas. For more than 20 years, Jerry has had a strong focus on working with private equity-backed companies and has held pivotal roles at both the Senior and C-level, including President,...
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    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,...
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    CFO | Principal
    Joe Meyer
    With over 30 years of experience as a financial executive and consultant, Joe Meyer is well-versed in navigating the complexities of finance, tax, and treasury for business owners and executives. His primary focus is helping his clients fine-tune their financial management practices to create strategic opportunities, foster business growth, and increase profitability. Joe brings an exceptional ability to drive innovation...
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    CFO | Principal
    Joe Shake
    Joe Shake is a financial executive with over 30 years of experience in many leadership roles in various industries.  Joe has led small to mid-size organizations where he shares his experience and insight into virtually every aspect of business, positioning him well to help other business leaders. Linking Sales and Operations so they work in tandem, Joe specializes in turning...
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    CFO | Principal
    John Chaple
    John Chaple has over 30 years’ experience serving as a Finance leader and value-added operating partner, working with businesses ranging from start-up through Fortune 100 corporations. Since 2018, John has focused on supporting privately held businesses. Most recently, John served as VP Finance for International Cosmetics & Perfumes, a privately held importer-distributor of luxury fragrances, heading up all aspects of...
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    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...
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    CFO | Principal
    John Mikus
    John Mikus is a seasoned Finance and Operation Executive with an entrepreneurial spirit and over 25 years of experience working in large public organizations, private equity turnarounds and VC backed startups. A strategic thinker that was sent around the world to implement new Finance departments, policies, procedures, and processes. His areas of expertise include strategic planning, financial forecasting, cash flow...
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    CFO | Principal
    Josefina Garcia
    Josefina Garcia brings nearly 20 years of experience working directly with owners and directors of small- to medium-sized companies across various industries. She is passionate about using a holistic approach to business management, building systems, and creating strategies that improve interdepartmental workflows and increase profitability. Throughout her career, Josefina has spearheaded successful multi-million-dollar deals and projects and has been an...
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    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,...
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    CFO | Principal
    Kevin Conrad
    Kevin Conrad is an experienced Financial and Operational Executive with over 35 years of experience with closely held entrepreneurial and private equity owned businesses in such industries as restaurants, food service management, capital equipment and custom engineered manufacturing, distribution, and service. Kevin’s expertise in strategic planning, turnaround management and profit improvement, cash management, systems evaluation and implementation, mentoring of financial...
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    CFO | Principal
    Len Bernstein
    Len Bernstein is a CFO/COO with more than 25 years of experience supporting all sizes of businesses from Start Up to large volume in the Import, Wholesale, Distribution, manufacturing and service sectors. A rare blend of financial and operational experience with understanding of KPI, Margin Retention and Systems to streamline processes to achieve maximum profitability and business flow.  A strong leader...
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    CFO | Principal
    Martin Cunningham
    Martin Cunningham is a senior financial executive that has supported organizations ranging from $20MM privately held organizations to multi-billion-dollar, multi-national publicly traded ones, and all sizes in between.  He also has entrepreneurial experience in leading organizations to new levels of growth and profitability, serving as a liaison with PE firms. Martin has expertise in financial strategy, resource prioritization, budgeting and forecasting, accounting...
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    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...
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    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...
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    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...
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    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...
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    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...
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    CFO | Principal
    Roy Ryniker
    Roy Ryniker is a transformational Senior Executive and Board Director who combines strategic, financial and operational skills in the development and execution of operational and financial restructuring plans, restoring growth and profitability. He is experienced in diverse roles as President of several middle market companies, as senior financial advisor and Chief Restructuring Officer for both underperforming and growing companies. Roy...
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    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,...
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    CFO | Principal
    Sarah Smigel
    Sarah Smigel is a seasoned finance executive with over 35 years of experience in financial management and operations in both domestic and international markets. She possesses a wide range of skills and expertise in accounting, forecasting, budgeting, financial planning, and reporting, as well as in leading matrixed Financial Shared Services organizations. With a strong background in financial controls and quality...
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    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,...
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    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...
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    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...
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    CFO | Principal
    Sunny Sharma
    Sunny Sharma is a seasoned Finance and Operation Executive with an entrepreneurial spirit and over 25 years of experience in public, private equity and individual investor backed entities in sectors such as Education, Technology, Healthcare and Distribution. Strategic thinker in fast paced growth environments with a practical approach in achieving desired results. Sunny has held several senior management positions throughout...
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    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...
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    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...
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    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...
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    CFO | Principal
    Tom Morral
    Tom Morral is a well-versed financial executive who brings a passion for what he does and an overriding desire to bring multi-discipline teams together to achieve organizational goals. He delivers success to organizations by working with C-Suite executives to analyze business goals and current strategies. Tom brings a strong background in financial reporting for private, public, and private equity-owned organizations...
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    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...
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    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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