A seasoned finance and operations executive, Jacob Pilling has built a reputation for transforming businesses, delivering robust financial outcomes, and fostering high-performance teams across multiple industries.  He began his career in banking where he rapidly rose through the ranks and consistently surpassed performance goals. This early experience in commercial banking, combined with a natural aptitude for strategic leadership, laid the foundation for his successful transition into private enterprises. 

In the private sector, Jacob became a trusted financial leader for both privately owned and private-equity-backed organizations.  His expertise includes optimizing debt structures, all aspects of mergers and acquisitions, and refining operational processes.  This hands-on experience has equipped Jacob with deep knowledge of multi-state and international operations and regulatory compliance.  

Jacob is recognized for his exceptional leadership in crisis situations.  Having navigated the 2008 financial crisis as a local banking leader, steered his organization through the 2020 pandemic, and consulted many companies facing distress, he excels at adapting to uncertainty and developing innovative solutions to complex challenges.   These experiences have amplified Jacob’s strategic planning process through the utilization of key performance indicators (KPIs), mergers and acquisitions, and strategic business planning.  Jacob leads Finstravi to focus on metrics-driven approaches that emphasize data analysis, open book management, system enhancements, and cross-departmental collaboration.

With an Executive MBA from Quantic School of Business and Technology, specialized training in M&A from Stanford University and the practical experienced gained over his career, Jacob has a broad understanding of the complexities of business management in today’s always-changing business climate.  He understands the importance of communicating complex financial concepts clearly to stakeholders at all levels through comprehensive budgeting, forecasting, open book management, and systems integration.  He uses this education, experience and creativity to consistently drive sustainable, long-term value for clients.

Beyond professional achievements, Jacob is deeply committed to the communities in which he lives.   In community service, coaching youth sports, officiating high school basketball, and actively participating in various nonprofit and civic organizations, such as Rotary, Jacob demonstrates this commitment. A dual citizen of the United States and Canada, and a frequent traveler to Mexico, Jacob brings a global perspective to each endeavor.  He is passionate about early U.S. history because it is important to understand where we came from and why we are who we are today.  He enjoys white-water rafting, watching musicals, spending time in Mexico, and playing the piano- balancing a passion for adventure and creativity with a commitment to delivering tangible business results.