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Jacob Pilling
Professional Focus
Jacob is a senior finance and operations executive with nearly twenty years of experience serving as Chief Financial Officer, interim executive, and strategic advisor to founders, executive teams, private equity sponsors, and growth-stage (Series B) companies across the United States, including businesses with international operations.
Jacob specializes in rigorous financial modeling, advanced analytics, and building scalable finance and operating infrastructure. He develops decision-support frameworks that convert raw data into actionable insight, enabling leadership teams to shift from instinct-driven decisions to evidence-based strategy.
He delivers stronger cash management, improved margin performance, and streamlined workflows through automation, reporting systems, and process redesign—bringing organizations greater clarity in decision-making, stronger confidence in forward projections, and tighter control over financial and operational performance.
Strategic Leadership in Uncertainty
Jacob has repeatedly demonstrated leadership in challenging times. He navigated the 2008 financial crisis as a local banking leader and guided businesses through the disruptions of the 2020 pandemic. His crisis experience sharpens his capability to design resilient strategies, adapt in ambiguity, and pivot toward opportunity.
Under Jacob’s vision, Finstravi embraces a metrics-driven culture anchored in:
- Data analysis & scenario modeling
- Systems integration & tech enablement
- Cross-functional collaboration
- Transparent financial reporting that changes behaviors
Credentials & Experience
From his first job at a young age with a newspaper delivery route, Jacob’s nontraditional educational path gave him the opportunity to gain real-world experience far earlier than most. By building his education across multiple environments while advancing his career, he developed a powerful combination of academic foundation, practical execution, and mentorship. That diversity of learning and experience is a core part of what he brings to clients: depth of insight, sharper judgment, and a clear understanding of the downstream “ripples” that business decisions create.
12
YEARS
BANKING
13
YEARS
FINANCIAL OFFICER
10
YEARS
BUSINESS OWNER
Beyond the Office
Jacob is committed to his community. He makes it a prority to coache youth sports, officiate high school basketball, and engage actively with civic organizations such as Rotary. A dual U.S.–Canada citizen and frequent traveler to Mexico, he offers a global perspective.
Outside his professional and civic life, he finds balance through adventure and creativity — white-water rafting, attending musicals, college football, exploring Mexico, and playing piano.
He is a dedicated student of early US history because he beleives understanding the why and how we became what we are has many parrells to business and decisions executives and management teams make every day.