Kimberly Jacobson

Coordinated fintech implementation work across product, engineering, operations, infrastructure, and banking teams to keep requirements, dependencies, risks, and delivery details organized and visible. Established governance and tracking with structured documentation and reporting for multiple concurrent initiatives in a regulated environment. Translated technical information into operational actions, resolved discrepancies, and followed ownership through to completion using Jira, Smartsheet, and Microsoft 365-based tools.

Managed operational and technology work across business functions by turning organizational needs into structured processes, systems, tracking, reporting, and executable plans. Collaborated with technical and business teams on system implementations, process improvements, documentation, and operational scalability. Used financial and operational analysis to troubleshoot issues, strengthen workflows, and keep recurring work organized.

Co-led an enterprise software consulting company with responsibilities spanning finance, technology operations, business systems, internal controls, and day-to-day infrastructure. Maintained detailed asset and financial records and owned recurring operational processes including accounting, cash flow, forecasting, reporting, and compliance. Partnered with technical leadership on databases, enterprise systems, software implementations, and data center operations, including support for acquisitions, SOX-related compliance, commercialization, and organizational transition.

Built an AI-powered personal finance coaching assistant using LLM-based transaction categorization and financial analysis. Added predictive modeling and stateful coaching logic to support ongoing guidance for user finances. Focused on practical AI reliability, evaluation, and responsible application in a personal finance context.