Explore this comprehensive guide to NYDFS compliance, helping financial institutions understand key regulations, maintain security standards, and avoid costly penalties.
Mark Jacob
Chief Operating Officer
Expertise and Discussion Topics: Financial Compliance, Audit Readiness, Operations, Risk Management, Financial Modeling, Internal Controls, Talent and Process Optimization
About Mark
Mark is an accounting and finance professional with over a decade of experience in public accounting and consulting. With experience in audit, tax and financial reporting in various industries such a real estate, healthcare and technology, he has a broad knowledge base to draw from to help his clients. As both an accountant and entrepreneur, he is passionate about helping clients strategically organize and grow their businesses to reach their goals.
Education
San Diego State University
Bachelor of Science (BS), Accounting & Business Administration
Bachelor of Science (BS), Accounting & Business Administration
Licenses & Certifications

Securities Industry Essentials (SIE)
FINRA
FINRA
Experience
- Chief Operating Officer
CRI CFO Hub - Managing Director
Adaptive Capital Partners - Managing Director
GovCFO - Controller
Tourmo - Vice President, Controller
RedHill Realty Investors - Audit & Accounting Senior
RBTK, LLP - Senior Associate
Noble Street Advisors - Senior Auditor
Acuity Consulting, Inc. - Tax Auditor
California Department of Tax and Fee Administration - Accounting & Audit Staff
BDO USA, LLP
Latest Articles from Mark:
5 Signs Your Business Needs Professional Accounting Services
Learn why your nonprofit may need a CFO. Explore how financial oversight and strategic planning can help achieve your mission effectively.
Third Party Accounting Services: Why You Should Outsource
Learn why outsourcing accounting services can save time, cut costs, and enhance financial management with third-party expertise for your business.
How Do You Revive A Stagnant Business?
Only around 25% of new businesses last 15 years or longer. Those that fail tend to stagnate...
The Importance of Accurate Financial Reporting
Accurate financial reporting is crucial for businesses to make informed decisions and plan for the...
What Is the Difference Between a Finance and Accounting Department?
Finance and accounting are two critical functions that often work hand in hand. However,...





