Peter Jacobson, Finance Expert in Denver, CO, United States

Peter Jacobson

Finance Expert

Denver, CO, United States
Toptal Member Since
July 25, 2017

A Harvard grad with an MBA from Stanford, Peter has served as CFO of three successful companies, led several acquisitions, obtained growth capital, led recapitalization efforts, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc Capital Markets, a commercial and investment bank. Peter enjoys freelancing to help clients with capital raising, M&A, FP&A, and various CFO-related functions.

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Career Highlights

Chief Financial Officer
National Entertainment Network
Chief Financial Officer
Productive Data Solutions


Bachelor's Degree
Harvard University

Select Certifications

Industry Expertise

Accounting ServicesBankingManufacturingRetailSoftwareFinancial ModelingConsultingInformation Technology

Work Experience

2018 - PRESENT


  • Led all of the elements of finance and accounting, 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.
  • Developed KPIs to monitor the business and provide insights to the CEO, the management team and the Board of Directors.
  • Composed weekly, monthly and quarterly board reports.
  • Worked with the CEO and board to develop and execute company strategy.
  • Raised capital to support growth efforts resulting in the company being named to the Inc. 5,000 fastest-growing companies four times.
  • Achieved a three-year growth rate that exceeded 100%.
  • Developed controls to meet SOC guidelines, leading the organization through multiple audits.
  • Led annual audits with no adjustments and made certain that the organization remains in strong fiscal health.
Focus areas: Three-statement Modeling, Cash Flow, CFO, Budgeting, Financial Planning & Analysis (FP&A)
2012 - 2018

Chief Financial Officer

National Entertainment Network
  • Managed and led a high-performing finance and accounting function for the private equity-backed business. Responsible for all elements of finance, accounting, capital raising, reporting, tax, treasury, audit, financial planning, and M&A. Also responsible for HR, IT and legal functions.
  • Built three-statement operating models to support budgeting, rolling forecasts, and external fundraising efforts. Developed KPIs and led both the board and bank reporting.
  • Served as a strategic partner to the CEO and private equity shareholders. Elected to serve as a full member of the board of directors.
  • Refinanced the company's senior and subordinated debt, providing liquidity for shareholders.
  • Identified and executed on opportunities for operational efficiencies. Doubled free cash flow within three years.
  • Executed multiple acquisitions—from target identification to negotiation, execution, and integration. All the acquisitions were accretive and collectively contributed to company profitability.
Focus areas: Bank Debt Raises, CFO, Budgeting, Financial Reporting, Financial Planning & Analysis (FP&A), Private Equity, Mergers & Acquisitions (M&A), Financial Accounting, Finance Strategy
2008 - 2012

Chief Financial Officer

Productive Data Solutions
  • Built the finance and accounting team; redesigned the systems and processes to accelerate month-end-close, ensure accuracy, and to provide information and insight.
  • Developed financial models for internal budgeting as well as for bank and board reporting. Built rolling forecasts and developed KPIs.
  • Renegotiated bank financing during the 2008 financial crisis while the company was in the midst of a turnaround effort.
  • Successfully executed the turnaround of the company which resulted in the company achieving its best performance compared to the prior ten years. Also increased profitability by an additional 30% within three years.
  • Advised owners on a successful sale.
Focus areas: Bank Debt Raises, Cash Flow Modeling, P&L Forecasting, CFO, Budgeting, Financial Accounting, Financial Planning & Analysis (FP&A), Strategy, Financial Systems
2004 - 2008

Vice President

KeyBanc Capital Markets
  • Advised a SaaS company on its successful sale to a multibillion-dollar public company.
  • Executed capital markets-related transactions. Raised over $500 million in debt and equity capital on behalf of clients.
  • Served as a strategic advisor to CEOs and CFOs of clients firms. Evaluated financing alternatives to support growth, acquisition, and working capital needs.
  • Developed and distributed industry-specific newsletters to clients and prospects in the technology, business services, and business process outsourcing industries.
Focus areas: Mergers & Acquisitions (M&A), Equity Financing, Bank Debt Raises


1996 - 1998

Master of Business Administration (MBA) Degree in General Management

Stanford University - Stanford, CA, USA

1987 - 1991

Bachelor's Degree in Economics

Harvard University - Cambridge, MA



Certified Public Accountant (CPA)

State of Colorado