Joan Lavis Email & Phone Number
CFO Principal @ ProCFO Partners
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Joan Lavis Location
- New York, NY, US
Joan Lavis Work
- CFO Principal @ (September 2021 - Present)
- Board Advisor @ (October 2018 - November 2020)
- CFO @ (November 2016 - October 2018)
- Chief Operating Officer @ Cumberland River Holdings LLC (September 2019 - September 2020)
- Chief Financial Officer @ (October 2018 - September 2019)
- Chief Financial Officer @ (March 2013 - March 2017)
- Managing Director @ (May 2002 - August 2012)
- Markit, NYSE Liffe US, Market.com, TradeWed, Finsolutia @ Board Member (June 2009 - March 2012)
- Managing Director @ (July 1990 - May 2002)
- Senior Manager @ (July 1983 - July 1990)
Joan Lavis Education
- University of Rochester - Simon Business School
MBA (Finance and Accounting)
1981-1983 - SUNY Oneonta
Bachelor of Science (BS) (Accounting and Business/Management)
1978-1981
Joan Lavis Skills
- Private Equity
- Mergers & Acquisitions
- Due Diligence
- Finance
- Strategy
- Financial Services
- Valuation
- Accounting
- Business Strategy
- Financial Structuring
- Financial Reporting
- Financial Modeling
- Hedge Funds
- Securities
- Derivatives
- Risk Assessment
- Corporate Finance
- Financial Markets
- Business Development
- Banking
- Structured Finance
- Treasury
- Financial Analysis
- Financial Accounting
- Investment Strategies
- Trading
- Acquisitions
- Project Finance
- FX Options
- Budgeting
- Financial Audits
- Budgets
- Online Advertising
- Management
- Leadership
- Negotiation
- Contract Negotiation
- Securitization
- IPO
- Structured Products
- CPA
- M&A experience
- MBA Finance
- Capital Markets
- Strategic Planning
- Forecasting
- Budget Management
- Auditing
- Financial Planning
- Financial Statements
- Equities
- Investments
- Fixed Income
- Financial Risk
- Emerging Markets
- Asset Management
- Alternative Investments
- Restructuring
- Sales
- Portfolio Management
- Bloomberg
- Investor Relations
- Microsoft Office
- JavaScript
- Mergers and Acquisitions
- Investment Management
- Marketing
- Microsoft Excel
- Project Planning
- Project Management
Joan Lavis Summary
- Joan Lavis, based in New York, NY, US, is currently a CFO Principal at ProCFO Partners. Joan Lavis brings experience from previous roles at AKT, Cumberland River Holdings LLC and Formstack. Joan Lavis holds a 1981 - 1983 MBA in Finance and Accounting @ University of Rochester - Simon Business School. With a robust skill set that includes Private Equity, Mergers & Acquisitions, Due Diligence, Finance, Strategy and more. Joan Lavis has 3 emails and 2 mobile phone numbers on RocketReach.
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