Jake Romero Email & Phone Number

Folsom, California, Us

Chief 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-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.

Virtual 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.