Peter Jacobson
Verified Expert in Finance
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.
Career Highlights
Education Highlights
Certification Highlights
Case Studies
Projection Model for Financing
Sell-Side Pitch Deck
Data Analysis
Industry Expertise
- Accounting Services
- Banking
- Manufacturing
- Retail
- Software
- Financial Modeling
- Consulting
- Information Technology
Other Expertise
- Bank Debt Raises
- Financial Planning & Analysis (FP&A)
- Manufacturing
- Mergers & Acquisitions (M&A)
- Private Equity
Work Experience
CFO
BridgeHealth
- 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.
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.
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.
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.
Education
Master of Business Administration (MBA) Degree in General Management
Stanford University - Stanford, CA, USA
Bachelor's Degree in Economics
Harvard University - Cambridge, MA
Certifications
Certified Public Accountant (CPA)
State of Colorado
Skills
Finance
Chartered Professional Accountant (CPA), Certified Public Accountant (CPA), Bank Debt Raises, Three-statement Modeling, CFO, Forecasting, Financial Planning & Analysis (FP&A), Funding Process, Accounting, Mergers & Acquisitions (M&A), Financial Modeling, Fundraising, Operational Finance, P&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
Microsoft Excel, Microsoft Word, Microsoft 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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