彼得 is 可用 租用
雇佣 彼得彼得·雅各布森
验证专家 in 金融
金融专家
位置
丹佛，科罗拉多州，美国
至今成员总数
2017年7月25日
A Harvard grad with an MBA from Stanford, 彼得 has served as 首席财务官 of three successful companies, 领导了几次收购, 获得成长资本, 领导资本重组工作, and led a successful exit for the shareholders. He's also raised $500 million+ for clients as a VP at KeyBanc资本市场, 一家商业和投资银行. 彼得 enjoys freelancing to help clients with 融资, M&,《欧博体育app下载》&A, and various 首席财务官-related functions.
案例研究
工作经验
首席财务官
2018年至今
BridgeHealth
- Led all of the elements of finance and 会计, including month-end close process, 预算, and financial 报告; ensured that all financial records and systems are in accordance with generally accepted 会计 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 审计s.
- Led annual 审计s with no adjustments and made certain that the organization remains in strong fiscal health.
Focus areas: Three-statement建模, 现金流, 首席财务官, 预算, 财务规划 & 分析(FP&A)
首席财务官
2012 - 2018
国家娱乐电视网
- Managed and led a high-performing finance and 会计 function for the private equity-backed business. Responsible for all elements of finance, 会计, 融资, 报告, 税, 财政部, 审计, 财务规划, 和M&A. Also responsible for HR, IT and legal functions.
- Built three-statement operating models to support 预算, 滚动预测, 以及外部筹款活动. Developed KPIs and led both the board and bank 报告.
- 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: 银行债务增加, 首席财务官, 预算, 财务报告, 财务规划 & 分析(FP&A)，私募股权，合并 & 收购(M&A), Financial Accounting, 金融 Strategy
首席财务官
2008 - 2012
高效数据解决方案
- Built the finance and 会计 team; redesigned the systems and processes to accelerate month-end-close, 保证准确性, and to provide information and insight.
- Developed financial models for internal 预算 as well as for bank and board 报告. Built 滚动预测 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: 银行债务增加, 现金流 建模, P&L Forecasting, 首席财务官, 预算, Financial Accounting, 财务规划 & 分析(FP&A)战略，金融系统
副总统
2004 - 2008
KeyBanc资本市场
- 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 首席财务官s 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, 业务服务, and business process outsourcing industries.
关注领域:合并 & 收购(M&A), Equity Financing, 银行债务增加
教育
1996 - 1998
Master of Business Administration (MBA) Degree in General Management
斯坦福大学 - Stanford, CA, USA
1987 - 1991
经济学学士学位
哈佛大学 - Cambridge, MA
认证
2013年2月至今
注册会计师(CPA)
科罗拉多州
有效的合作
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