Meet the Team
Jeff brings over 20 years of experience in accounting, finance, and technology.
Before starting Barba CFO, Jeff worked 7 years at a traditional CPA firm as both an auditor and tax accountant and also spent 5 years as a controller and VP of Finance. Jeff saw a void in the marketplace in the form of businesses who needed fractional CFO and controller services. He sensed a calling to help fill that need.
Jeff is a member of the Rhode Island Society of CPAs where he was awarded the President’s award for the successful RIYAN (Rhode Island Young Accountant Network) committee that he chaired for three years. He is the current chair of the Society’s technology committee.
Jeff earned a B.S. in Accounting from Rhode Island College, and passed the CPA exam at the age of 22. He received an MBA from Providence College.
An avid golfer, Jeff is a member and former club champion of Quidnessett Country Club. He has qualified to play in three Rhode Island State Amateur Golf Championships. Jeff grew up in Warwick, where he resides today. A “typical Rhode Islander,” Jeff has lived in the same 5 mile radius for his entire life.
Pia joined Barba CFO in 2012. Pia brings over 20 years of experience in Accounting, Finance and General Business Management. She has held positions of COO, CFO and Controller in many small businesses across multiple industries, as well as in the non-profit and government sectors.
As a CFO for hire with Barba CFO, Pia works with small business owners and leaders to implement and manage best practices in accounting and finance. She also assists with special projects as needed, such as creating dashboards, implementing systems and building financial models and budgets.
During her 7 years as COO of Ibis Consulting, Pia led the company from 10 employees with $1MM in revenue to over 100 employees and $25MM in revenue. She was instrumental in executing the sale of the company to Pitney Bowes, a Fortune 500 company.
Pia holds Bachelor’s Degrees in both Accounting and Finance from the University of Rhode Island. She has also been both Officer and Director for several non-profit boards over the years.
Pia spends her free time with her husband and 2 children seeing movies, going to little league games and practices, and playing her guitar. She also likes writing and is currently helping her daughter write and edit her first novel.
Joe Schrader has been with Barba CFO for over 9 years. Joe possesses over 30 years of experience in senior financial and IT systems management, design and implementation. Prior to joining our team, Joe spent 9 years as a controller in the hotel and healthcare industries and 16 years as an IT Director in the healthcare industry..
Joe’s professional focus has been on the efficient integration of technology with accounting/operational systems. In his time at South Shore Mental Health Center, Joe used a blend of tight fiscal management and a wide range of technical skills to guide the building of a state of the art accounting and information system, providing automation and real time performance metrics at a level typically reserved for the largest behavioral healthcare organizations. In the process, countless automated solutions were delivered such as: Medicaid billing/receivable management, client insurance/ pre-authorization verification, live POS fee calculation, schedule management and government-mandated client, service, financial and clinical outcomes data submissions. .
At Barba CFO, Joe employs such specialized skills, including:
- CFO for Hire (financial statement prep, budget to actual analysis, business forecasting & advisement, operational assessment and improvements etc.)
- Financial Modeling and Forecasting
- Business Automation
- KPI Dashboarding
- A variety of technologies (SQL, ODBC, ETL, VB for Apps, MS-Excel, MS-Access etc.)
Joe holds a Bachelor of Science in Accounting from the State University of NY and an MBA in Finance from the University of Rhode Island. Joe also has recently completed a Master of Theological Studies degree from Liberty Baptist Theological Seminary.
Joe and his wife Sandy love spending time with family, adult children, 4 grandchildren and lots of nieces and nephews. They also enjoy participating in USTA tennis as a formidable mixed doubles tandem. For exercise, Joe prefers jogging and strength training. Joe and Sandy are very active in church life and encouraging others in Christian faith.
Mike Ursillo, MBA
Mike joined Barba CFO in 2011, bringing over 25 years of experience in accounting, finance, and business management. He has held positions as Operations Manager, General Manager, Controller, and CFO among businesses in the manufacturing, service, and distribution industries.
As part of our team, Mike is a CFO that helps small business owners manage their affairs by providing accurate and timely financial information. He provides sound business advice, resulting from his many years spent in the business world.He also provides budgets and projects to give future direction, as well as strategic planning in all areas of his clients' businesses.When CFO of a $15MM company, Mike saved $250k in operating costs and reduced labor by twenty percent in the accounting, purchasing, and inventory control areas, providing information faster and more accurately. Mike earned his MBA in Accounting from Johnson & Wales University. He is also treasurer for the Sons of Italy in East Providence, and a member of the Rehoboth Lions Club. He enjoys spending his free time with family and friends, traveling, and attending sporting events. Mike resides in Rehoboth, Massachusetts.
MacKenzie has been with Barba CFO since June 2017 and has over ten years of business management experience. Before joining the Barba CFO team, she held a variety of positions in the home security industry, most recently in strategic development and technology. Prior to that, in her role as Director of Finance, she increased the company’s annual net income by over 25% through careful process management and use of technology.
MacKenzie’s areas of expertise include leveraging technology to improve operational efficiency as well as job costing, commission management and incentive structures. She is fluent in such skills as Microsoft Access, SQL, VBA, ODBC and is an expert on Microsoft Excel. She enjoys using operational analytics to provide her clients with the right information to make informed management decisions and improve processes. Her focus on efficiency and removing redundancies in business processes reduces costs and errors, allowing businesses to run smoothly and minimize manual data entry. MacKenzie employs a continuous improvement approach to business management, in which she is always looking for opportunities to reassess and improve upon business processes.
MacKenzie holds a Bachelor of the Arts in Italian Literature from Mount Holyoke College and an Executive Master of Business Administration from the University of Connecticut.
MacKenzie lives on a small farm in western Coventry with horses, pigs, boa constrictors, dogs and a rabbit. In her free time, she enjoys codriving a rally car and traveling in her converted school bus RV with her partner and their two huskies. She also enjoys woodworking, making a variety of custom cabinetry and furniture.
Angelica joined Barba CFO in 2017 and brings with her over 7 years of accounting and finance experience.
Before joining the Barba CFO team Angelica worked with DCI. She started as a junior accountant and worked her way to becoming their Senior Accountant. Eventually, because of her knowledge of the company along with her dedication and experience she soon moved on to becoming their logistics manager She was involved in month end and year end financial preparations, audits, inventory physicals, cost accounting, as well as dealing with 3rd party overseas manufacturers and 3PL warehousing.
Angelica's professional focus now is to assist Barba CFO clients with getting their books on track, helping create and analyze financials, as well as creating processes so that their accounting staff can maintain the controls we've set in place which will provide accuracy that is needed for better decision making and becoming more successful in their industry.
Angelica does this with her extensive knowledge with various systems, likem ERPs (such as MS Dynamics Navision, Sage MAS200), QuickBooks, Financial Edge, Peachtree, AS400, PeopleSoft, Salesforce, Crystal Reports, MS Office, G Suite, etc. Angleica also has experience with Non-profit organizations as she created one from the ground up. This gives her knowledge of applying for 501(c)3 status to grant writing to filing 990s and everything in between. She is Bilingual in English and Khmer, working knowledge of Spanish. Angleica also volunteers as CFO for ARISE, Treasurer Finance Chair for CSRI, Assistant Treasurer for the BCNE, & IRS VITA Tax.
Angelica is a Married mom of 3 boys. A football family, of course super fans of the NE Patriots. Two out of her three boys are football players themselves. The family loves to go camping and fishing with goals of traveling more but happy to just find time to spend together outside of their crazy schedules.
Prior to joining Barba CFO Robert spent 14 years as the Chief Financial Officer at Merida LLC which is a textile design and manufacturing company located in Fall River, MA. Robert was responsible for implementing and maintaining all financial, and human resource aspects at Merida along with other companies he had the privilege of working with.
While at Barba CFO Robert will draw upon 30 years of professional experience in both public accounting and private business and will advise and direct small businesses on financial and operational matters to achieve profitability and growth.
Robert is adept at helping others understand business finance and how it can impact their business due to his experience in multiple industries dealing with owners with varied levels of experience. He is personable, patient and unflappable allowing him to join any team with ease.
Robert holds a Bachelors of Business Administration with a concentration in Account from the University of Massachusetts, Amherst.
Robert is a life long resident of Massachusetts, growing up in Randolph and currently residing in Mansfield with his wife, son and daughter, dog and cat. He spends most of my time with his immediate and extended family (parents, brother and sister's family) and enjoy traveling with the whole clan. He also enjoys playing golf during his free time.
Shad brings 20 plus years of experience in accounting, financial management, technology, human resources, and operations.
He has worked in a variety of industry’s including Service, Insurance, Cable TV, and Retail. Most recently Shad spent 8 years as CFO at Summit Retail Solutions working with large wholesale and retail establishments including Costco, BJs, Sam’s, Bed Bath and Beyond. Shad strives to bring value to each engagement by understanding each client’s business model and how the internal and external forces impact its operations. He specializes in Financial Management, Business Process Management, and Technology implementation and design. Understanding that each department in an organization has impact on the other he helps companies create synergies between its internal departments and external partners.
Shad grew up in New Hampshire where he earned is B.S. in Accounting from Plymouth State College and his M.B.A from Southern New Hampshire University.
He moved to Massachusetts in 2008 where he lives with his wife and two daughters. Shad spends his free time going to his daughters' sporting events and the occasional round of golf.