Jake Goldstein, Finance Expert in Chicago, IL, United States
Jake Goldstein

Finance Expert in Chicago, IL, United States

Member since December 19, 2019
Jake is the head of finance and business development for a high-growth healthcare IT company where he leads seven direct reports with his extensive dilutive and nondilutive fundraising experience, strategic finance, and FP&A skills. He's also spent time as a hedge fund investor with Melvin Capital and investment banker with BofA Merrill Lynch, advising large-cap banks on strategic M&A and due diligence exercises.
Jake is now available for hire

Career Highlights


Select Certifications

  • FINRA | Financial Industry Regulatory Authority
  • FINRA | Financial Industry Regulatory Authority

Case studies

Industry Expertise

  • Early-stage Startups

Other Expertise


  • Head of Finance & Business Development

    2018 - PRESENT
    • Led NowPow’s finance and business development departments, reporting directly to the company’s CEO, overseeing a team of seven direct reports supporting NowPow’s fundraising, finance, accounting, strategic partnerships, IT, and other business operations.
    • Successfully designed and implemented companywide standard operating procedures, including automated AR/AP management, FP&A modeling and KPI dashboarding, customer contract management, investor/strategic partnership evaluations, sales commission design & administration, customer pricing automation, employee benefits administration, and so on.
    • Oversaw and facilitated the month-end financial statement close process in accordance with GAAP-based accrual accounting standards.
    • Supervised the company’s fundraising and IR activities, serving as main point of contact for existing and prospective investors representing pockets of dilutive and non-dilutive capital.
    • Managed and maintained all commercial banking relationships and lender agreements.
    • Took ownership of the day-to-day business operations related to facilities, IT, FF&E management and physical asset tracking, commercial leases, enterprise contract negotiations, and so on.
    • Successfully guided the company through first external audit, receiving 100% positive feedback and no material accounting deficiencies.
    Focus areas: Operational Finance, Modeling, Forecasting, Financial Planning & Analysis (FP&A), Operations, Partnerships, Business Development, Pricing, Capital Raising, Fundraising, Cash Management, Investor Reporting, Real Estate
  • Long- and Short-equity Hedge Fund Investor

    2017 - 2018
    Melvin Capital
    • Generated original equity investment theses and memoranda via comprehensive three-statement financial modeling and rigorous due diligence on prospective opportunities primarily in the consumer staples sectors (food and beverage).
    • Tracked, analyzed, and reported on weekly consumer-level IRI and 1010 scanner data.
    • Skilled in all facets of corporate finance and financial modeling, including three-statement forecasting, M&A modeling, LBO analyses, and so on.
    • Worked with both GAAP (generally accepted accounting principles) and non-GAAP financial statements/accounting methodologies and gained extensive experience with numerous financial tools and platforms, including Bloomberg, BamSEC, FactSet, and Macabacus.
    • Interviewed C-suite executives/managers of large cap, publicly traded companies to perform more robust financial due diligence about strategic business and financial forecast, and so on.
    Focus areas: Financial Modeling, GAAP, IFRS, Due Diligence, Management Discussion & Analysis (MD&A), Investment Memoranda, Forecasting, Accounting
  • Investment Banker

    2016 - 2017
    Bank of America Merrill Lynch
    • Specialized in banking and specialty finance sectors within BofA’s financial institution's investment banking group.
    • Gained significant experience with transactional and intrinsic valuation methodologies, including M&A, leveraged buyout, discounted cash flow, and dividend discounted modeling.
    • Created and analyzed trading, operating, and precedent transaction comparables, customized for banks and specialty finance companies of all asset sizes and ranges.
    • Worked on a full suite of financial products, including debt & equity offering execution, M&A advisory services, associated legal & administrative duties (i.e., creating investor presentations, drafting regulatory, legal memoranda, and so on).
    • Contributed heavily to BofA’s Yale campus recruiting effort; was appointed “junior captain” of Yale’s recruiting team and organized/led over 30 student office visits for prospective investment banking candidates.
    Focus areas: U.S. Depositories, Specialty Finance


  • Bachelor's degree in Economics
    2012 - 2016
    Yale University - New Haven, CT, USA


  • Series 63
    JULY 2016 - AUGUST 2017
    FINRA | Financial Industry Regulatory Authority
  • Series 79
    JULY 2016 - AUGUST 2017
    FINRA | Financial Industry Regulatory Authority

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