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Joseph Zevnik

CFO

With over 25 years of CFO and senior finance experience, Joseph has led finance, operations, and strategic planning across private and PE-backed industrial businesses. He brings deep expertise in manufacturing, financial operations, cash flow improvement, profit optimization, systems, controls, and exit planning. Joseph helps business owners turn financial information into clear, practical decisions that strengthen profitability, improve discipline, and support sustainable growth through disruption, expansion, and ownership transition.

joseph-zevnick

Track record highlights

  • Led finance through a critical transition period, supporting the successful PE sale of the business, including due diligence and capital expansion.
  • Drove capital and portfolio decisions during uncertainty, securing refinancing, optimizing subsidy programs, advancing M&A assessments, and renegotiating key leases.
  • Partnered with executive leadership to align financial strategy, capital planning, and execution priorities under compressed timelines and stakeholder scrutiny.
  • Increased profitability by 45% in the two years preceding COVID by strengthening cash flow discipline, executing lease renewals, and supporting expansions.
  • Secured construction financing and long-term mortgage funding for a new warehouse development, supporting operational capacity and future growth.

Sector Experience

  • Manufacturing, Transport & Logistics: Pharmaceuticals, consumer products, plastics, food-grade manufacturing
  • Retail & Consumer Products: Furniture, home décor, consumer goods
  • Manufacturing, Transport & Logistics: Industrial products, mining, textiles, automotive

Joseph's specialist skills

Financial Operations

Turns financial information into practical business insight, helping owners make clearer strategic decisions that support sustainable growth and profitability.

Cash Flow Improvement

Improves cash flow visibility through forecasting, working capital optimization, and stronger financial controls that reduce pressure and improve planning.

Exit Planning

Helps owners prepare for succession or strategic sale by strengthening financial readiness, operational discipline, and business value.

Profit Improvement

Identifies opportunities to improve margins through pricing, cost optimization, performance measurement, and stronger operational accountability.

Systems and Controls

Modernizes finance functions through process improvement, automation, ERP implementation, and stronger governance across the business.

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