Jake Romero Email and Phone Number
As an exemplary, dynamic, and forward-thinking CFO, I possess extensive expertise spanning finance, strategic planning, legal operations, and various functional domains. During my career, I have cultivated mastery across all aspects of business, facilitating comprehensive insights and driving strategic initiatives. I also transform challenges into actionable opportunities and consistently forge paths for organizational growth and resilience, positioning companies at the forefront of their industries. Further, I am recognized for my integrity, exemplified by a commitment to accuracy and the establishment of ethical conduct as cultural pillars. I foster collaboration and trust among cross-functional teams, continually blending innovative strategies with a results-oriented approach to navigate the business landscape and uncover opportunities. Below is a selection of the top accomplishments from my career: • Organizing and auditing 2 years' worth of accounting data at Opeeka, including payables and receivables, to establish financial stability and enable accurate revenue and cash flow projections.• Applying in-depth industry and financial knowledge to guide clients in successfully selling highly profitable pet resort businesses.• Driving Folsom Dog Resort & Training Center to become one of the highest-performing pet resorts nationwide, resulting in a highly lucrative acquisition by a private equity group in 2017 for a total transaction value of $10M.I am excited to expand my professional network and see what the future may hold. If you would like to connect, please contact me at jakeromeroca@gmail.com.AREAS OF EXPERTISE Entrepreneurial MindsetStrategic Financial ModelingCorporate Business ExpertiseTrusted Relationship ManagementData-Driven & Integrity-Focused LeadershipFinance, HR, Legal, & Operational Leadership
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Chief Financial OfficerOpeeka Aug 2022 - PresentFolsom, California, UsChief Financial OfficerSupport sales team with customer agreements from pricing and legal perspectives, contributing to management of $1M in revenue and influencing pursuit of multimillion-dollar government contracts. Develop tiered pricing structure to optimize revenue streams and identify upselling opportunities for existing customers. Consistently guide strategic initiatives, sales, legal matters, HR infrastructure, and financial management, exhibiting excellent communication skills and using data to make informed decisions.• Replaced and configured new CRM system to track lead origins, monitor opportunities, and establish genuine sales pipeline, leveraging data to drive decision-making.• Built comprehensive financial model to project sales revenue, staffing needs, operational expenses, cash flow, and profit margins over 5-year timeline; utilized to drive Opeeka’s business plan and Series A financing discussions. -
Co-FounderFolsom Dog Resort & Training Center Aug 2008 - PresentCo-founded and scaled Sacramento region's leading pet resort from ground up, generating $3M in annual revenue in 20,000ft2 facility. Orchestrated all business operations, from sales management, financials, and marketing to operations, leading to top-tier profit margins and recognition among top 3 in industry. Engineered business strategy and operational processes that culminated in one of highest profit margins in country, cementing resort's status as a premier pet care facility.• Demonstrated strong leadership and commitment by overseeing all aspects of 24/7 business, including management of 50+ employees at peak, resulting in successful $4.5M company sale and separate $6M real estate transaction.
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Petcare Industry Consultant / Saas FounderPet Resort Pro Jun 2017 - Oct 2023Virtual CFO / SaaS FounderLeveraged extensive industry network to transition into sought-after consultant, specializing in financial advisory and software licensing mainly during 2020–2021. Built reputable consulting practice fueled by referrals and word-of-mouth, underlining high level of trust and value provided to clients. Diversified revenue streams by offering financial consulting and specialized software services, capitalizing on existing resources and expertise.• Developed custom software for pet resort management, pivoting product into lucrative licensing opportunity for others in pet care industry.
Jake Romero Education Details
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California State University-San BernardinoConcentration In Finance
Frequently Asked Questions about Jake Romero
What company does Jake Romero work for?
Jake Romero works for Opeeka
What is Jake Romero's role at the current company?
Jake Romero's current role is Chief Financial Officer | Strategic Business Planning | Trusted Relationship Management.
What schools did Jake Romero attend?
Jake Romero attended California State University-San Bernardino.
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