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Jeffrey Jacobs

Head of Accounting and Financial Reporting and Principal Accounting Officer at Dayforce
Executive

About Jeffrey Jacobs

Jeffrey Jacobs, age 49, is Dayforce’s Head of Accounting and Financial Reporting and Principal Accounting Officer, roles he has held since May 2020; he previously served as Vice President, Finance from December 2016 to May 2020 and is a certified public accountant (inactive) . Company performance during his tenure includes 2024 total revenue of $1.8 billion (+16% year over year) and free cash flow of $171.5 million (+63% YoY), with strong retention (98% gross revenue retention), reflecting disciplined execution and cash generation that underpin incentive payouts across the executive team . Dayforce’s 2024 incentive frameworks tied payouts to Cloud Recurring Revenue excluding float, Adjusted EBITDA excluding float, sales metrics, and relative TSR, signaling a multi-factor pay-for-performance orientation .

Past Roles

OrganizationRoleYearsStrategic Impact
Dayforce, Inc.Head of Accounting & Financial Reporting; Principal Accounting OfficerMay 2020 – presentOversees accounting and external reporting integrity; serves as Principal Accounting Officer
Dayforce, Inc.Vice President, FinanceDec 2016 – May 2020Finance leadership supporting financial planning and reporting processes

External Roles

No external public company roles or board positions disclosed for Jacobs in the company’s proxy materials .

Fixed Compensation

Specific base salary, target bonus, and actual annual bonus amounts for Jacobs are not disclosed (he is not a Named Executive Officer). Dayforce’s program designs include annual review of base salary (market competitive, role scope, performance) and short-term incentives (MIP and STI fPSUs) alongside long-term incentives (RSUs, financial PSUs, market PSUs), with an emphasis on at-risk, performance-based equity . Executive compensation governance features include stock ownership guidelines, clawback policy, no hedging/pledging, and double-trigger vesting on change-in-control for most awards granted since 2021 .

Performance Compensation

2024 Management Incentive Plan (MIP) Outcomes

MetricTarget RangeActualPayoutVesting
Cloud Recurring Revenue, ex. floatThreshold $1,217.3M; Goal $1,248.5M; Max $1,279.7M $1,235.7M Contributes to total 85.59% payout 50% cash / 50% MIP PSUs; PSUs vest after 1 year on certification
Adjusted EBITDA, ex. floatThreshold $299.4M; Goal $315.2M; Max $331.0M $309.4M Contributes to total 85.59% payout 50% cash / 50% MIP PSUs; PSUs vest after 1 year on certification
Sales PEPM ACVTargets not disclosed (competitive sensitivity) Not disclosed Included in total 85.59% payout 50% cash / 50% MIP PSUs; PSUs vest after 1 year on certification

Total MIP payout for 2024: 85.59% of target, certified by the Compensation Committee .

2024 Long-Term Incentive (LTI) PSUs and TSR PSUs

MetricTarget RangeActualPayoutVesting
Dayforce Recurring Revenue, ex. float YoY GrowthThreshold 17%; Goal 20%; Max 23% 19.4% Part of 97.7% total payout Financial PSUs vest ratably over 3 years, certified annually
Adjusted Operating Profit, ex. float YoY GrowthThreshold 20%; Goal 30%; Max 40% 25.6% Part of 97.7% total payout Financial PSUs vest ratably over 3 years, certified annually
Sales PEPM ACVTargets not disclosed (competitive sensitivity) Not disclosed Included in 97.7% payout Financial PSUs vest ratably over 3 years, certified annually
Market PSUs (mPSUs)rTSR vs S&P 1500 Application Software: 25th→50th→75th→90th percentile for 50%→100%→150%→200% payout 3-year performance (2024–2026), certified post-period N/A until end of period 3-year cliff vesting on certification

Total 2024 LTI financial PSU payout certified at 97.7% of target .

2024 Short-Term (STI) fPSUs – Cost Savings Initiative

MetricThresholdTargetMaximumActualPayoutVesting
Cost Savings (headcount + non-headcount)$24M (90%) $26M (100%) $29M (110%) >$30M 110% of target One-year cliff; vested on certification

Equity Ownership & Alignment

DateTotal Beneficial OwnershipCompositionOwnership % of Shares OutstandingNotes
Aug 20, 2025 (post-trade)49,754 shares Includes 29,984 unvested RSUs and 184/139 ESPP shares acquired on Mar 31 / Jun 30, 2025 ~0.03% (49,754 / 159,957,342) Prohibitions on hedging/pledging for executives and directors; no exceptions granted in 2024

Additional insider activity: Jacobs sold 700 shares at $66.10 on Aug 18, 2025 under a Rule 10b5-1 plan adopted Nov 27, 2024, and later reported a sale of 353 shares around Oct 27–28, 2025, continuing plan-driven sales . The 2024 Form 10-K discloses Jacobs’ 10b5-1 plan facilitating up to 8,589 shares sold between April 25, 2025 and October 26, 2026 .

Stock ownership guidelines: CEO 6x base salary; other executive officers 3x base salary, with a five-year compliance window and 75% post-tax retention until met; unvested awards and options do not count toward compliance . Company policy prohibits hedging or pledging of company stock for all directors and employees; no exceptions granted in 2024 .

Employment Terms

  • Role and Tenure: Principal Accounting Officer since May 2020; Head of Accounting & Financial Reporting .
  • Change-of-Control Treatment (Merger with Thoma Bravo): At the effective time, vested options with exercise price below $70.00 per share and vested RSUs/PSUs convert into cash; unvested RSUs/PSUs convert into cash-based replacement awards (or, in certain non-U.S. tax circumstances, preferred shares) with performance deemed achieved at 100% of target; unvested options and underwater options are cancelled .
  • Severance and Change-of-Control: Jacobs is covered by the Dayforce US, Inc. Severance Pay Plan (broad-based). Upon termination without cause or for good reason within 12 months post-change-of-control, benefits include a lump sum equal to 69 weeks of base salary plus 69 weeks of target bonus, COBRA premium payments for 16 months, and up to six months of outplacement; estimated aggregate value is $631,615 under proxy statement assumptions .
  • Indemnification: Continued indemnification and D&O insurance coverage for directors and executive officers per merger agreement and organizational documents .

Investment Implications

  • Alignment and Retention: Jacobs maintains meaningful exposure through unvested RSUs and ongoing participation in at-risk, performance-tied equity programs; corporate policies enhance alignment via ownership guidelines and prohibit hedging/pledging .
  • Change-of-Control Dynamics: Replacement awards will vest per original schedules (with performance deemed at target) and severance for Jacobs is double-trigger, payable only if terminated within 12 months post-closing, moderating immediate change-of-control windfalls and reducing perceived “golden parachute” risk versus NEOs with bespoke contracts .
  • Insider Selling Pressure: A pre-established 10b5-1 plan allows scheduled sales through October 2026; executed volumes to date are modest (e.g., 700 shares in Aug 2025; 353 shares in Oct 2025), suggesting limited near-term selling pressure relative to total beneficial holdings .
  • Performance Orientation: Company-level 2024 incentive outcomes (MIP 85.59%; LTI fPSUs 97.7%; cost savings STI fPSUs at 110%) reflect strong execution across growth and profitability, likely supporting continued retention for accounting leadership through the pending privatization .