Jake Zeidman

Experience

• 

  Neil Menashe Attorney at Law

  Jan 2017 - Aug 2017

  Legal Assistant Internship

  • Assisted in case filing and looked up precedents to use in pending cases• Modified the firm’s community outreach and sponsorship program in order to increase local awareness for the law firm which resulted in a 12% increase in local business

• 

  The Shores at Atlantic Beach

  Jun 2018 - Sept 2018

  Chair Room Manager

  • Led a team of five staff members, in order to provide stellar customer service to club members• Created staff work schedules, purchase orders for new equipment, spreadsheets to track the profitability of the chair room, and customer comment cards to track member feedback

• 

  Gutenberg Research

  Jun 2019 - Aug 2019

  Financial Modeling Intern

  • Reviewing company reports and analyzing financial statements to build financial earnings models in order to produce company valuations, demonstrating an understanding of financial modeling techniques• Performing analytical reviews of SEC filings, non- GAAP measures in company press releases, and footnote disclosures to create quarterly forecasts• Built an earnings forecast for Starbucks Corp. (NASDAQ: SBUX) using a dynamic earnings model

• 

  The Orange Value Fund LLC.

  Jul 2019 - Jun 2021

  Senior Analyst

  The Orange Value Fund LLC is a private company organized as a hedge fund that specializes in deep value strategies and manages $5.5MM in assets for accredited investors. The Fund recruits its analysts from the Applied Portfolio Management program at the Whitman School while they are undergoing their training in asset management and investment banking.

• 

  KPMG US

  Jul 2020 - Aug 2020

  Financial Services Advisory Intern
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  KPMG US

  Jun 2021 - Jan 2025

  • Senior Associate- Advisory

    Oct 2023 - Jan 2025

  • Financial Services Solutions Associate

    Jun 2021 - Oct 2023
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  PwC

  Feb 2025 - now

  Senior Associate | PwC FS Capital Markets Transformation