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Experienced CPA, Finance, and Investment Professional
Jake M.

5.0 (22 ratings)

75 hours tutoring

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Hourly rate: $70

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About Jake

Bio

I have nearly a decade of experience working in finance, capital markets advisory, and accounting. I currently am on the investment team at a credit fund, focused on underwriting, structuring, and portfolio management. Prior to this role, I worked in banking on the corporate credit and sponsor finance teams. I began my career in Big 4 public accounting, where I developed a strong foundation in accounting concepts, before transitioning into capital markets advisory.

On the job I began...

I have nearly a decade of experience working in finance, capital markets advisory, and accounting. I currently am on the investment team at a credit fund, focused on underwriting, structuring, and portfolio management. Prior to this role, I worked in banking on the corporate credit and sponsor finance teams. I began my career in Big 4 public accounting, where I developed a strong foundation in accounting concepts, before transitioning into capital markets advisory.

On the job I began guiding and coaching younger analysts, which is where I discovered my enjoyment in teaching and helping others improve their skill sets.

Given my range of academic and professional experience, I offer help for a wide array of topics, including accounting/CPA prep, finance/financial modeling, consulting for small business needs, career guidance, etc. I believe in simplifying information and topics and providing real life examples in order to make concepts easier to understand.

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Education

UC Santa Barbara
Accounting

Policies

  • Hourly Rate: $70
  • Rate details: MESSAGE FOR DISCOUNTS AVAILABLE FOR YOUR FIRST TUTORING SESSION
  • Lesson cancellation: 24 hours notice required

  • Background check passed on 5/10/2025

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business

My career has taken me from auditing companies at Deloitte, to underwriting and structuring loans for companies across various industries and credit risk profiles. That means I've seen "business" from a lot of angles: how companies get audited, how they get financed, and how deals actually come together behind the scenes. I'm also a CPA, so I can go deep on the accounting side too, not just the finance side. With that experience, I provide insights from a variety of backgrounds and experiences and would be happy to help with any business questions!
CPA

CPA

I am a CPA with over 4 years of professional experience at Deloitte, where I worked in both Audit and M&A Advisory. In this role, I gained hands-on experience with financial statement preparation and analysis, U.S. GAAP, transaction cycles, internal controls, and technical accounting across a range of industries. I tutor both CPA exam candidates and college students in accounting courses, including introductory, intermediate, and advanced accounting. My approach focuses on simplifying complex accounting topics into clear, structured frameworks that are easy to understand and apply. I help students move beyond memorization by emphasizing the underlying logic of accounting concepts, how they appear in real-world financial statements, and how to apply their understanding in exams, homework, and case studies.
Finance

Finance

I have over 7 years of experience working in finance, both in capital markets advisory, and now on the investment team at an alternative asset manager, focused on underwriting, financial modeling, structuring, and monitoring investments. On the job I began guiding and coaching younger analysts, which is where I discovered my enjoyment in teaching and helping others improve their skill sets. I enjoy helping students or professionals bridge the gap between theory and application with a focus on core topics such as financial modeling, valuation, WACC, portfolio management, and capital markets. I believe in simplifying information and topics and providing real life examples in order to make concepts easier to understand. I also provide career guidance for students interested in exploring finance roles after graduation, including investment banking, private equity/credit, and corporate finance.
Financial Accounting

Financial Accounting

I am a CPA with over 4 years of professional experience at Deloitte, where I worked in both Audit and M&A Advisory. I enjoy helping students or professionals better understanding accounting concepts by simplifying complex accounting topics into clear, structured frameworks that are easy to understand and apply. I help students move beyond memorization by emphasizing the underlying logic of accounting concepts, how they appear in real-world financial statements, and how to apply their understanding in exams, homework, and case studies.
Microsoft Excel

Microsoft Excel

Having taught myself how to build financial models, formulate assumptions, and analyze the story the numbers are telling, I understand exactly where the challenges arise for beginners. Also, having worked in finance for 7 years (both in banking and now a credit fund), I am happy to share insights learned for those looking to improve their skills or ability to analyze the data and translate to investment decisions.

Examples of Expertise

Jake has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.

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Ratings and Reviews

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5.0 (22 ratings)
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Reviews

Very helpful and knowledgeable

Jake is a great tutor and makes things easy to understand. he has helped me with a lot of problem sets and also making general complicated concepts easy to grasp.

Katy, 11 lessons with Jake