Steven R. Garfinkel
Financial Process Advisors


For 30 years, Steven has served at the corporate level as either or both the Controller, Treasurer and Chief Financial Officer of three large publicly traded financial service firms. Steve founded Financial Process Advisors in 2009 after working for several years for VistraPartners with responsibility for consulting on the management and financial aspects of that firm’s private company clients. He has considerable experience with diversified bank operations, corporate capital structures, investor and banking relations, structured finance and secured borrowing, controllership and accounting, internal management reporting and information systems, securities and derivative trading, and human resources and management development. For nine years, Steve was the EVP and CFO of a $3 billion publicly traded finance company specializing in financing the healthcare sector. He was responsible for all aspects of finance, treasury, accounting, technology and human resources. Steve has a degree in finance from Temple University, a master’s degree in finance from Drexel University, and is a graduate of the Columbia University Bank Senior Management Program.