Joan Lavis

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