Joe Meyer

CFO | Principal
Expertise: Executive Leadership and Team Development, Financial Planning & Analysis, Risk Management, Business Operations, Cash and Debt Management

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 into business processes for enhanced efficiency such as AI and RPA (Robotic Process Automation). He has an impressive track record of successfully securing revolving lines of credit with banks across both unsecured and asset-based lending facilities totaling over one billion dollars. Additionally, Joe excels in maintaining debt covenant compliance while offering invaluable expertise in managing borrowing base reporting.

Joe holds a B.S. in Finance from the University of Illinois Urbana Champaign and a Master of Management from Northwestern University – Kellogg School of Management. He also serves as Treasurer on the Board Member team for Veteran Project Manager Mentor Alliance. With five children plus a furry friend, he cherishes his personal time spent cooking, playing drums or indulging his new passion for luthiery.



Robotic Process Automation: Productivity on Auto Pilot podcast from ProCFO Partners

Robotic Process Automation: Productivity on Auto Pilot

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