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Joan Lavis

Principal I CFO at ProCFO Partners; the leading provider of CFO services to SMBs

Joan Lavis is a seasoned executive and CFO Principal at ProCFO Partners, a firm that provides fractional CFO services to small and medium-sized businesses.13 Here's an overview of her background and expertise:

Professional Experience

Joan Lavis has extensive experience in finance and operations across various industries.3 Her career highlights include:

  • CFO Principal at ProCFO Partners (September 2021 - Present)2
  • Board Advisor at AKT (October 2018 - November 2020)2
  • Chief Operating Officer at Cumberland River Holdings LLC (September 2019 - September 2020)2
  • Chief Financial Officer at Formstack (October 2018 - September 2019)2
  • Chief Financial Officer at BrightLine (March 2013 - March 2017)2
  • Managing Director at UBS Investment Bank (May 2002 - August 2012)2

Expertise

Joan Lavis brings a wealth of knowledge and skills to her role, including:

  • Strategic planning and execution
  • Financial reporting and analysis
  • Mergers and acquisitions
  • Business turnarounds and profit improvement
  • Cash management
  • Systems evaluation and implementation
  • Mentoring financial personnel
  • Raising investor investment1

Education

  • MBA from the University of Rochester - Simon Business School
  • Bachelor's degree from the State University of New York College at Oneonta2

Skills

Joan's professional skill set encompasses:

  • Private equity and mergers & acquisitions
  • Financial services and corporate finance
  • Valuation and financial modeling
  • Risk assessment and financial structuring
  • Budgeting and forecasting
  • Leadership and negotiation2

With her diverse background in both large corporations and early-stage companies, Joan Lavis brings valuable insights and experience to her role as CFO Principal at ProCFO Partners, helping businesses improve their financial strategies and operations.4

Related Questions

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Joan Lavis
Joan Lavis, photo 1
Joan Lavis, photo 2
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Location

New York, New York, United States