A successful capital campaign has three crucial phases—planning, execution, and post-campaign action items.
Mark Jacob
Chief Operating Officer
Expertise and Discussion Topics: Financial Compliance, Audit Readiness, Operations, Risk Management, Financial Modeling, Internal Controls, Talent and Process Optimization
About Mark
Mark is an accounting and finance professional with over a decade of experience in public accounting and consulting. With experience in audit, tax and financial reporting in various industries such a real estate, healthcare and technology, he has a broad knowledge base to draw from to help his clients. As both an accountant and entrepreneur, he is passionate about helping clients strategically organize and grow their businesses to reach their goals.
Education
San Diego State University
Bachelor of Science (BS), Accounting & Business Administration
Bachelor of Science (BS), Accounting & Business Administration
Licenses & Certifications
Securities Industry Essentials (SIE)
FINRA
FINRA
Experience
- Chief Operating Officer
CFO Hub - Managing Director
Adaptive Capital Partners - Managing Director
GovCFO - Controller
Tourmo - Vice President, Controller
RedHill Realty Investors - Audit & Accounting Senior
RBTK, LLP - Senior Associate
Noble Street Advisors - Senior Auditor
Acuity Consulting, Inc. - Tax Auditor
California Department of Tax and Fee Administration - Accounting & Audit Staff
BDO USA, LLP
Latest Articles from Mark:
Understanding Core Banking Systems: The Backbone of Financial Institutions
Discover the importance of core banking systems, the backbone of financial institutions, enabling efficient transaction processing, customer management, and financial operations.
Restaurant Accounting Services: When, Where, Why, and How?
Keeping up with their accounting needs can become increasingly difficult as restaurants grow and take on more employees and revenue.
Business Accounting Services – Why You Probably Need It
This article takes a closer look at how Business Accounting Services help companies thrive.
Accounting Services for Nonprofits: Experience Matters
From developing critical strategies that help reach business or organizational goals to crafting accurate financial statements and reports, controllers are essential players on any management team
Optimizing Office Waste Management: Cost-Saving Tips for CFOs
Discover cost-saving tips for CFOs to optimize office waste management, reduce expenses, enhance sustainability, and improve operational efficiency.