At EquiFin Management Group, we are a team of seasoned financial executives—CFOs, CPAs, COOs and CMOs, —dedicated to driving financial and operational excellence. Led by Richard Proodian, whose distinguished career began at Arthur Andersen and expanded across industries such as travel, hospitality, gaming, manufacturing, and marketing, our expertise spans decades of leadership roles, including CFO, Vice President, advisor, and strategic partner.
We understand that most businesses begin with a vision—an idea that inspires innovation and growth. However, as companies scale, leaders often find themselves juggling multiple roles, requiring a structured organization to sustain success. That’s where we come in.
EquiFin is not just a financial consultancy—we are a strategic partner in business development. As Fractional CFOs, we provide part-time executive financial leadership with full-time dedication to your company’s growth, efficiency, and profitability. We believe that a company’s success is directly linked to the strength of its people and its organizational foundation. Investing in financial structure and operational efficiency is not just a cost—it’s an investment in the future.
Our expertise enhances financial performance, streamlines operations, and fortifies organizational health. Clients who leverage our multi-faceted services consistently realize significant returns on investment.
We invite you to connect with us to explore how we can support your business objectives. Schedule a consultation today—virtually via Zoom or in person—to discuss your strategy, challenges, and opportunities, and determine if a partnership with EquiFin is the right step toward achieving your goals.
1.) Head and develop a continuous evaluation of both short-term and long-term financial strategies to ensure achievement of company objectives
2.) Provide timely and detailed analysis of budgets, forecasts, and financial trends
3.) Guide and oversee all activities pertaining to the Finance and Accounting department
4.) Take a leadership position in the development, implementation and maintenance of a comprehensive job cost system
5.) Evaluate and advise on the long-term impact of financial planning, the launch of new products, services and strategies and regulatory actions.
6.) Maintain strong relationships with senior executives by identify their needs and providing a wide range of business solutions.
7.) Brief the senior management on the short-term and long-term financial implications of the ongoing and upcoming business activities
8.) Implement effective internal controls within the company and ensure compliance with the control guidelines
9.) Evaluate company performance and recommend improvements that can be employed to enhance performance and develop new business opportunities
10.) Ensure adherence to applicable accounting guidelines
11.) Performing risk management by analyzing the organization’s liabilities and investments
12.) Deciding on investment strategies by considering cash and liquidity risks
Call Richard NOW at 407-890-7560 to schedule your complimentary discovery session! Richard is ready to discuss any business or financial challenge your company is facing right now. There is no catch, get a taste of what his business style is all about and some assistance to help grow your business at the same time. Call Today!
For small- to medium-sized organizations, the value and advantages that a CFO offers are evident but are often outside the financial reach of the firm. Equifin's CFO services deliver all the benefits of a full-time CFO on a manageable scale. By controlling the level of service hours, solutions can be tailored to meet the needs of any organization’s budget.
Richard Proodian is a seasoned financial business management and development professional with extensive experience in guiding companies toward sustainable growth. As a trusted advisor, he specializes in strategic financial planning, operational efficiency, and business development, helping organizations optimize performance and maximize profitability. His expertise spans various industries, where he has played a key role in accelerating company expansion, streamlining financial processes, and implementing innovative solutions. Richard’s dedication to fostering long-term success makes him a valuable asset to businesses seeking expert financial leadership and strategic support.
Do you require long-term agreements?
We do have annual agreements for our Fractional CFO services with a ninety-day cancellation clause. As a Fractional CFO we become a member of your team and as such we are treated as such.
Is there any obligation if I schedule a Complimentary Consultation?
In the discussion stage, we, like yourself, are interviewing each other to ensure that our working relationship is a good fit. If not, we are glad to refer you to other coaches that we know in our industry and there is no obligation on your part to continue.
Will our discussions be confidential?
All of our work and discussions together are conducted in complete confidentiality. Our coaching discussions are never mentioned internally or externally.
How much experience do you have in the industry?
I have over thirty years of experience in multiple industries and as a Fractional and full-time CFO and business development advisor. I have also have successfully conducted and completed three Initial Public Offerings (IPO's).
Do you use standard cookie-cutter processes with your clients?
I use standard accounting and finance business principles which are applied to your unique and specifically customized to your needs and objectives.
Can you provide me with references from past clients?
Yes, we do provide references.
Address
785 Minerva Ln.
Lake Mary
Florida, 32746
Email
richard@equifin.net
Phone
(407) 890-7560
Monday 8:30AM-5PM
Tuesday 8:30AM-5PM
Wednesday 8:30AM-5PM
Thursday 8:30AM-5PM
Friday 8:30AM-5PM
Saturday Closed
Sunday Closed