David Jacobson

CAST Engagement Director
CLA Broomfield

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Education

MBA, Santa Clara University - Leavey School of Business, Santa Clara, CA

Overview

I have 30 years of business and industry experience as a CFO or COO for small to mid-size companies and as a Vice President and Senior Analyst in investment banking. I have built or rebuilt accounting departments and have designed and created reporting systems, key performance indicators and dashboards. In my career, I have supervised every aspect of accounting and finance including AR, AP, cash management, treasury, HR, payroll and IT. I have led numerous projects including acquisitions and accounting software conversions and have core strengths in cost control, budgets/forecasts, strategic analysis and audit preparation.

Upcoming speaking engagements

Resources and event materials

In the community

IMA: The Association of Accountants and Financial Professionals in Business