Jake G.

WORK HISTORY

EDUCATION

ABOUT JAKE G.

I help business owners, management teams, and investors make better financial and strategic decisions during periods of growth, transition, and transaction readiness. My work sits at the intersection of CFO advisory, transaction advisory, financial modeling, reporting, and business strategy. I support companies with forecasting, KPI development, cash flow analysis, management reporting, diligence preparation, quality of earnings support, working capital analysis, and finance process improvement. I’m especially focused on helping growing and founder-led companies build stronger financial visibility, improve decision-making, and prepare for important business moments, whether that means scaling operations, pursuing a transaction, preparing for diligence, improving reporting, or strengthening the finance function. Areas of focus include: CFO Advisory Strategic Finance Financial Modeling & Forecasting M&A Readiness Transaction Advisory Financial Due Diligence Support Quality of Earnings Support Working Capital Analysis KPI Dashboards & Management Reporting Cash Flow & Liquidity Planning Business Advisory for Growing Companies My goal is simple: bring clear financial thinking, practical strategy, and transaction-level discipline to businesses that need better visibility and stronger decision support.