He partners with founders and leadership teams to bring order, insight, and long-range thinking to their financial operations.

With a background rooted in both controller functions and CFO-level strategy, he helps growth-focused companies turn financial complexity into clarity and control.

Has worked closely with clients in sectors such as alternative lending, merchant cash advance, 3rd party logistics, ABA, EV Charging and e-commerce, —often stepping in as a fractional CFO to lead financial modeling, cash flow planning, and capital structuring.

His focus is on building systems that not only support daily operations but also enable informed decision-making at the executive level.

Yaakov’s strength lies in his ability to distill financial data into clear, strategic insight.

• He has supported clients through acquisitions, high-growth transitions, and periods of financial uncertainty—designing infrastructure that strengthens financial visibility and positions companies for their next chapter.