Jake Rome
Strategic Finance | Consumer Tech | ex-Houlihan Lokey
- Role
- Strategic Finance Lead at Fi
- Location
- Brooklyn, NY, US
- LinkedIn followers
- 500 followers
About Jake Rome
Strategic finance at Fi, reporting to the CFO. Former investment banker (Houlihan Lokey) and strategy consultant (West Monroe) who made the jump to operator side. My background is the intersection of deal execution and business building: M&A advisory, commercial diligence, and now owning financial planning at a scaling consumer tech company. I\'ve worked with PE clients, alternative asset managers, and startup leadership teams.Outside of work, I build things - most recently Kinesa, an AI fitness app I took from idea to feature-complete.
Experience
Strategic Finance Lead
Jan 2025 — Present · New York, NY, US
Lead strategic finance at Fi, reporting to the CFO. I sit at the center of the business, partnering across Product, Engineering, Hardware, Operations, Marketing, and Partnerships to drive financial planning and strategic decision-making.Day-to-day includes financial modeling, scenario analysis, pricing strategy, investor communications, and board materials.
Education
Vanderbilt University
Bachelor of Engineering - BE, Chemical Engineering
2017 — 2021
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