Experienced CPA, Finance, and Investment Professional

Jake M.

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

I currently work in finance at an asset manager, where I apply finance concepts in real-world investment, underwriting, and capital markets analysis. I tutor college students in finance and investments courses, helping them bridge the gap between theory and application with a focus on core topics such as discounted cash flow (DCF) valuation, WACC, portfolio management, and capital markets. I also provide career guidance for students interested in exploring finance roles after graduation, including investment banking, private equity/credit, and corporate finance. My teaching style emphasizes intuitive understanding and structured frameworks so students can confidently approach exams, problem sets, and case-based questions. I focus on not just solving problems, but helping students understand how and why financial decisions are made in practice.

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. 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.