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Jacob M. Grimm, MBA
Virtual CFO Director of Innovation and Automation
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Specialties
- Process Improvement
- Technology Strategy
- Client Service
- Analytics
Professional Profile
In his role as Virtual CFO director of innovation and automation, Jake spends his time researching and developing forward-thinking tools and processes to help streamline clients’ experiences with their Virtual CFO. He focuses on finding solutions that not only help the internal team be more efficient but help clients to become better informed about their business’ past results and, more importantly, their future outlook. With his background in distribution, he is equipped with the analytics tools necessary to locate potential efficiencies.
Joined the firm in 2014
Education and Certifications
- M.S. Business Administration – Accounting, Indiana Tech University, Fort Wayne, IN
- B.S., Accounting, Manchester College, North Manchester, IN
