Vice President On-Site

GEOFFREY K. JACOBSON

**** ******* ***** *** ******, OH 43054

312-***-**** ****************@*****.***

EXPERIENCE

FM GUARDIAN Columbus, OH

Founder Mar 2024 – Present

Founded and managed FM Guardian, specializing in facility maintenance cost reduction for multi-property operators

Led development and implementation of a software solution to automate technician check-in/check-out processes using verified on-site phone calls for enhanced accuracy and contract compliance

Analyzed vendor contracts and identified areas of non-compliance, resulting in millions of dollars in client savings

Provided consulting services, including contract negotiation, spend analysis, and process improvement for invoice auditing

Successfully integrated the company's software with various work order platforms, streamlining data transfer and enhancing client workflows

HELIOS SERVICE PARTNERS (ALPINE INVESTORS) New York, NY Vice President of Finance Sep 2022 – Mar 2024

Led the finance and accounting departments, overseeing a team of 16 professionals for five commercial HVAC OpCos generating ~$200 million of revenue from ~140,000 work orders

Developed credibility for the finance group by providing timely and accurate analysis of budgets, financial reports, and financial trends to assist senior executives and the Board in performing their responsibilities resulting in ~40% organic revenue growth and ~50% inorganic revenue growth

Realigned accounting processes and data reporting to setup initial set of corporate-level KPIs and department-level KPIs resulting in 250bps of EBITDA margin expansion

Led the implementation of a unified payroll provider across five OpCos, ensuring consistency in department structures and job titles across all OpCos

Merged insurance providers across OpCos resulting in savings of ~$500k; executed captives in Q1 2024

Launched new ERP implementation in Q1 2024. Responsible for all data and accounting components RYHME SOFTWARE CORPORATION Columbus, OH

Vice President of Finance Dec 2020 – Sep 2022

Provided leadership and coordination in the administrative, business planning, accounting, and budgeting efforts of the Company including oversight of short- and long-range financial plans, establishing and maintaining accounting systems and processes, and managing data analytics for the company

Directed all aspects of accounting operations, overseeing all transactions related to general ledger, receivables, payables, payroll and financial reporting

Analyzed financial results with respect to revenue, profits, trends, costs and compliance with budgets

Coordinated with Sales, Account Management and Product to provide leadership with financial analyses that maximize the short- and long-term revenue potential of the Company

Created pricing model that front loaded revenue stream providing 3x more revenue in the first year, is now the standard for all contracts, reduced sales cycle, and is favored by customers over previous pricing models

Sourced financial and operational data from insurance claims that is utilized across all departments and the centerpiece of the business strategy

GEOFFREY K. JACOBSON

7201 Biddick Court New Albany, OH 43054

312-***-**** ****************@*****.***

EXPERIENCE (cont’d)

SKESTOS FAMILY OFFICE Columbus, OH

Managing Director May 2018 – March 2020

Spearheaded non-real estate investment activities for a single-family office

Led all phases of investment transactions – sourcing; investment evaluation of company and industry; financial, valuation, return, and capital structure analyses; value creation and exit strategy assessment; due diligence; and investment structuring, negotiation, and documentation

Led all private equity sponsor/fund manager evaluations – investment strategy, investment team, investment performance, firm capabilities/expertise, investment process, and operational assessments

Completed 9 public and private equity and debt investments

Sourced 75+ public and private equity and debt opportunities

Monitored portfolio company performance and served on boards of directors COMMUNITY HEALTH SYSTEMS Nashville, TN

Assistant Treasurer and Senior Director of Corporate Finance Mar 2016 – Apr 2018

Key member who oversaw Company's ~$15 billion capital structure with activities including near-to-long term liquidity planning, bank, investor, and rating agency relationship management, debt refinancings, and application of legal credit documents with various business actions

Led corporate level analyses created to maximize the value of the firm including strategic and geographic inpatient and outpatient service line acquisitions, partnerships, capital allocation, and divestitures

Identified and campaigned to sell cash flow negative hospitals; 30 hospitals sold for ~$2.0 billion

Built and managed Company's detailed hospital and business line projection model incorporating acquisitions and divestures, capital structure, state and national healthcare policy initiatives, and corporate strategic initiatives

Served as investment committee role for all hospital and outpatient acquisitions over $1 million and regularly requested to analyze the strategic, operational, and financial strengths and weaknesses of various business units

CREDIT SUISSE SECURITIES New York, NY

Investment Banking Vice President (Leveraged Finance Origination) Jan 2016 - Mar 2016 Investment Banking Associate (Leveraged Finance Origination) Summer 2011; Jul 2012 - Dec 2015 LASALLE INVESTMENT MANAGEMENT Chicago, IL

Senior Financial Analyst (Strategic Capital Group) May 2007 - Apr 2009 Financial Analyst (Acquisitions Group) May 2006 - Apr 2007 EDUCATION

THE UNIVERSITY OF CHICAGO BOOTH SCHOOL OF BUSINESS Chicago, IL Master of Business Administration, Concentrations: Accounting and Finance Jun 2012 THE BOSTON COLLEGE CARROLL SCHOOL OF MANAGEMENT Chestnut Hill, MA Bachelor of Science in Management, Concentrations: Economics and Finance May 2005 ADDITIONAL

HABITAT FOR HUMANITY MALAYSIA Kuala Lumpur, Malaysia National Resource Development Manager Apr 2009 - Feb 2010

Directed multi-home projects, initiated interdepartmental collaboration strategy, fundraised annual budget

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