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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

    Don Gage
    Managing Director
    Juan Ramirez
    Managing Director
    Randy Talcott
    Managing Director
    Ryan Walter
    Managing Director

    financial officers

    Art Troccoli
    CFO | Principal
    Carlos Sava
    CFO | Principal
    Charu Bahl
    CFO | Principal
    Dan Bartley
    CFO | Principal
    Doug Neibloom
    CFO | Principal
    Gaetano Di Pietro
    CFO | Principal
    Howard Nagelberg
    CFO | Principal
    Jean Evans
    CFO | Principal
    Jeff Wheatley
    CFO | Principal
    Jeffrey D. Franklin
    CFO | Principal
    Jeremy Leitzen
    CFO | Principal
    Joan Lavis
    CFO | Principal
    Joe Meyer
    CFO | Principal
    Joe Shake
    CFO | Principal
    John Chaple
    CFO | Principal
    John Martin
    CFO | Principal
    Josefina Garcia
    CFO | Principal
    Karl Almond
    CFO | Principal
    Kathleen Reynolds
    CFO | Principal
    Kevin Conrad
    CFO | Principal
    Kristy Barthelemy
    CFO | Principal
    Len Bernstein
    CFO | Principal
    Liz O’Melia
    CFO | Principal
    Martin Cunningham
    CFO | Principal
    Marty Latman
    CFO | Principal
    Melanie A. Shaw
    CFO | Principal
    Michael Durney
    CFO | Principal
    Pat Arcardipane
    CFO | Principal
    Philippe Touzot
    CFO | Principal
    Raji Kalra
    Principal
    Samuel Heller
    CFO | Principal
    Sarah Smigel
    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

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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
    Don Gage
    Don Gage is a seasoned financial professional with 30 years of experience in finance, operational management, real estate, banking, and law. His executive roles at large national companies, mid-cap, and start-up ventures include Founder, President, Chief Financial Officer, Chief Operating Officer, and Senior Vice President. Don provides C-suite operational, financial, and strategic advisory services working directly with owners, investors, board...
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    Managing Director
    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
    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
    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
    Art Troccoli
    Art Troccoli is an accomplished financial executive with extensive experience delivering improved financial and operational performance. He has earned a reputation for determining the keys to an organization’s profitability and focusing on ways to drive sustainable improvements. His success stems from the ability to work with business leaders and managers to understand their goals and develop appropriate strategies to achieve...
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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
    Doug Neibloom
    Doug Neibloom is a seasoned professional with over 30 years of experience. Collaborating with business owners, he offers strategic planning, financial reporting, and financing solutions to help companies achieve their goals. His extensive background, spanning domestic and international markets, enables him to address business problems efficiently through business planning, systems development, and internal controls. By implementing these solutions, companies can...
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    CFO | Principal
    Gaetano Di Pietro
    Gaetano Di Pietro is an experienced leader and entrepreneur. He has successfully advised, sourced, structured, and executed attractive debt and equity financing for real estate developers, SMEs in the renewable energy, manufacturing, distribution, and digital marketing/media sectors. In addition to financing, Gaetano has also provided advisory services and helped clients secure capital. In prior roles, he has served as the...
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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
    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
    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
    Karl Almond
    Karl Almond, CPA, CGMA, possesses diverse finance, operations, supply chain, HR and IT leadership experience across a wide range of industries including manufacturing, services, construction, and distribution while working with companies of all sizes, domestic and international in scope. Having grown up with an entrepreneurial mindset, Karl’s leadership approach has been guided by these principles throughout his extensive 30+ year...
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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
    Kristy Barthelemy
    Kristy Barthelemy is an accomplished and performance-driven professional with over twenty years of experience in financial and operational management. As a leader, she has repeatedly achieved success in managing large-scale financial operations, driving key business metrics, and spearheading revenue growth, client retention, and profitability. Her expertise lies in streamlining procedures, enhancing productivity, and implementing technology solutions to meet core business...
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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
    Liz O’Melia
    Liz O’Melia is an accomplished financial executive with extensive experience delivering financial and operational performance. Throughout her career, she has focused on enhancing profitability and driving sustainable business improvements. Liz works closely with business leaders as a strategic and operational partner to understand their goals, to develop appropriate strategies to achieve them and to continually review results. With a diverse...
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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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    CFO | Principal
    Philippe Touzot
    Philippe Touzot is a seasoned Chief Financial Officer with over 25 years of leadership experience in financial and operational management. He is a strategic thinker with excellent analytical skills and a strong ability to build and implement actionable models to achieve business objectives. Philippe’s background includes over a decade serving as Global Chief Financial Officer for Momentum Worldwide, an award-winning...
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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
    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
    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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