Peter Jacobson
Verified Expert in Finance
Finance Expert
哈佛毕业生，斯坦福MBA, 彼得曾担任三家成功公司的首席财务官, led several acquisitions, obtained growth capital, led recapitalization efforts, 并带领股东成功退出. 作为KeyBanc Capital Markets的副总裁，他还为客户筹集了5亿多美元, a commercial and investment bank. 彼得喜欢做自由职业者，帮助客户融资&A, FP&A，以及各种cfo相关的职能.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Industry Expertise
Other Expertise
Work Experience
CFO
BridgeHealth
- 领导财务和会计的所有要素, including month-end close process, budgeting, and financial reporting; ensured that all financial records and systems are in accordance with generally accepted accounting principles. Also led IT, business intelligence, and legal functions; oversaw half of the company's operations.
- 开发kpi以监控业务并向CEO提供见解, 管理团队和董事会.
- 撰写周、月、季度董事会报告.
- 与CEO和董事会一起制定和执行公司战略.
- 筹集资金以支持公司的发展，并将公司命名为公司. 5000家增长最快的公司四次上榜.
- 三年增长率超过100%.
- 开发控制以满足SOC指导方针，领导组织通过多次审核.
- 领导年度审计，没有调整，并确保组织保持强劲的财政健康.
Chief Financial Officer
National Entertainment Network
- 管理和领导私募股权支持业务的高绩效财务和会计职能. 负责财务的各个方面, accounting, capital raising, reporting, tax, treasury, audit, financial planning, and M&A. 同时负责人力资源，IT和法律职能.
- 建立三报表运营模式，支持预算编制, rolling forecasts, and external fundraising efforts. 制定关键绩效指标，领导董事会和银行报告.
- 担任首席执行官和私募股权股东的战略合作伙伴. 当选为董事会的正式成员.
- 为公司的高级和次级债务进行再融资，为股东提供流动性.
- 识别并执行提高运营效率的机会. 三年内自由现金流翻了一番.
- 执行多项收购——从目标识别到谈判、执行和整合. 所有的收购都是增值的，共同为公司的盈利能力做出了贡献.
Chief Financial Officer
Productive Data Solutions
- Built the finance and accounting team; redesigned the systems and processes to accelerate month-end-close, ensure accuracy, 并提供信息和见解.
- 为内部预算以及银行和董事会报告制定财务模型. 建立滚动预测并开发kpi.
- 在2008年金融危机期间，公司正处于扭亏为盈的过程中，重新谈判银行融资.
- 成功地执行了公司的扭亏为盈，使公司取得了与前十年相比的最佳业绩. 同时在三年内将盈利能力提高了30%.
- 为业主成功出售提供建议.
Vice President
KeyBanc Capital Markets
- 为一家SaaS公司成功出售给一家价值数十亿美元的上市公司提供法律意见.
- 执行资本市场相关交易. 代表客户筹集了超过5亿美元的债务和股权资本.
- 担任客户公司首席执行官和首席财务官的战略顾问. 评估融资方案以支持增长、收购和营运资金需求.
- 为客户和潜在客户开发和分发行业特定通讯, business services, 以及业务流程外包行业.
Education
工商管理硕士(MBA)学位，一般管理专业
斯坦福大学-美国加州斯坦福
Bachelor's Degree in Economics
Harvard University - Cambridge, MA
Certifications
Certified Public Accountant (CPA)
State of Colorado
Skills
Finance
特许专业会计师(CPA), Certified Public Accountant (CPA), Bank Debt Raises, Three-statement Modeling, CFO, Forecasting, Financial Planning & Analysis (FP&A)，融资过程，会计，合并 & Acquisitions (M&A)、财务建模、融资、运营财务&L Forecasting, Budgeting, Cash Flow, Chartered Accountant (CA), Private Equity, Financial Systems, Business Intelligence (BI), Finance Strategy, Financial Accounting, Financial Reporting, Cash Flow Modeling, Equity Financing, Data Analysis
Output Software
微软Excel，微软Word，微软PowerPoint
Industry Expertise
Technology, Software, Retail & Wholesale, Banking & Finance
Geographic Expertise
United States
Data & Analysis Software
Tableau
Other
Close Procedures, Financials, Key Performance Indicators (KPIs), Manufacturing, Annual Operating Plans, Financial Forecasting, Operating Models, Financial Closing, Reporting, Monthly Close Process, Business Loans, Banking Relationships, Funding Presentations, Annual Budgets, Managerial Finance, Pitch Decks, Consulting, Family Office, Part-time CFO, Turnaround Consultant, Family Office Management, Business Intelligence Consultant, Team Building, Operations, Board Work, SaaS, Enterprise Resource Planning (ERP), Rolling Forecasts, Board Presentations, IT Services, Information Technology, Turnaround Management, Boards, Business Operations, Strategy, Modeling, Planning, Data, Cost Accounting, Microsoft Dynamics AX
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