About Jacob Pearson

I do strategy work on operations, with a focus on helping CEOs, Boards and PE firms evolve the enterprise they have into the one they need.

I came to this by doing the work from the inside. Before consulting, I spent more than a decade in finance: fund and partner-capital reporting at a private equity firm, Board and regulatory reporting at a bank, and a year as CFO of a small company, where I upgraded four systems and united three separate offices into one team. Four times, my job was putting new software into a finance function without breaking the numbers.

Before finance, I served in the U.S. Army as a combat medic sergeant, from 2001 to 2009, with two combat deployments. I led a team of three line medics supporting a 100-person infantry company in combat. I trained 95% of that company as Combat Lifesavers. I learned there that a plan is only as good as the people who can carry it out under pressure, and that someone must check that it still works.

The same three things decide whether a business wins: the skills of its people, how well they use their tools, and whether its leaders lead or only manage. Strategy that ignores any of the three does not hold.

Why one person

I do the work myself. The person you talk to is the person who reads your evidence, builds your plan and comes back to check it. I sell no third-party software and take no commissions, so I have no product to steer you toward.

What I do not have, and what I do

I have no client list to show you. All client work is under strict NDA. What I have is a record you can check, samples built on made-up companies, a fixed fee, and a dashboard that shows you the results while I work.

Credentials

MS, Accounting and Financial Management, Keller Graduate School of Management (2013). BS, Business Administration of Finance, Old Dominion University (2010). Workiva Data Management Suite (2024) and Workiva Platform (2023) certifications.

Elsewhere

I write the AI-CYA newsletter and teach AI risk and readiness.

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Jacob Pearson provides management consulting and training on the operations of organizations: people, process, software and AI. He is not a registered investment adviser, broker-dealer, CPA firm or law firm. Nothing on this site or in any proposal, deck, report, dashboard, newsletter or course is investment, legal, tax or accounting advice; an offer or solicitation of securities; a recommendation to buy, sell or hold any security, fund interest or asset; a valuation or fairness opinion; or an audit, review or attest opinion. No fee is contingent on a transaction, a capital raise or a valuation; any variable fee is tied only to operating value measured under a written attribution rule. Where Jacob has an interest in a product or service he discusses, he says so in writing. Example companies and case studies shown are made up. Targets and dashboard values are measured under a written attribution rule and are not guarantees of results. Talk to your own counsel, CPA and licensed adviser about legal, tax, accounting and investment matters.