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Jake M.

Jake M.

Associate

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location of Jake M.Chicago, Illinois, United States

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  • Timeline

  • About me

    Director of Corporate FP&A

  • Education

    • Northern Illinois University

      -
      Bachelor's degree Accounting & Finance

  • Experience

    • The Hechtman Group

      Jul 2012 - Dec 2013
      Associate

      -Performed financial statement compilations, reviews, and audits-Prepared tax returns for C-Corps, partnerships and high net worth individuals -Performed month-end accounting functions for small businesses clients (<$5M in Revenue) using QuickBooks

    • BDO USA, LLP

      Jan 2014 - Aug 2017
      Assurance Services, Associate and Senior

      -Completed all phases of the audit engagement (planning, budgeting, reviewing, test of transactions, SOX 404 testing, technical accounting research for complex transactions, and preparation of the financial statements and footnotes) -Audit clients consisted of public and private clients within manufacturing and distribution, software/technology, and construction industries

    • RSM US LLP

      Sept 2017 - May 2020
      Transaction Advisory Services, Senior Associate

      -Provided financial due diligence support to private equity funds and public/private companies within the manufacturing, distribution and technology industries with transaction structures that included, platform and roll-up acquisitions, cross border transactions and stand-alone carve outs -Prepared financial diligence reports consisting of analysis on a company’s quality of earning, quality of working capital, free cash flow, revenue recognition, price volume mix and any potential liabilities and risks the buyer/seller may face post-close Show less

    • United Dental Partners

      Jun 2020 - Jun 2022
      Financial and Operations, Senior Analyst

      -Responsible for maintaining the annual budget, quarterly financial forecast and maintaining a rolling 12 month adjusted EBITDA-Developed financial and operational dashboards that synthesize business results and provide transparency into performance at individual clinics-Leveraged M&A deal experience during diligence efforts of potential acquisition targets-Provide monthly budget vs actual analysis and aid in the month-end financial close

    • GE Transportation, a Wabtec company

      Jun 2022 - Apr 2024
      FP&A Manager

    • STG Logistics

      May 2024 - now
      Direcor of Corporate FP&A

  • Licenses & Certifications

    • Excel Business Intelligence: Data Modeling 101

      LinkedIn
      Apr 2020
      View certificate certificate

    • Certified Public Accountant

      Illinois Department of Financial and Professional Regulation
      View certificate certificate

    • Excel Business Intelligence: Power Query

      LinkedIn
      Apr 2020
      View certificate certificate

  • Honors & Awards

    • Awarded to Jake M.
      Evans Scholarship Western Golf Association Feb 2006 •Full academic scholarship awarded to high school seniors based on GPA and extracurricular activities.•One of eight-hundred and fifty nation-wide