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Bio

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Jacob Milch is a seasoned financial analyst with expertise in strategic planning, management, and team leadership. He has 2+ years of experience in financial analysis and 5+ years in financial analysis and consulting. Milch holds a Bachelor's Degree in Business Administration and Management, a Master's Degree in Talmudic Law, and a Bachelor of Talmudic Law, Talmudic Studies. He is proficient in Microsoft Excel, Microsoft Office, and has strong analytical and communication skills.

Experience

    • Financial Analyst
      • May 2022 - Present
      • Baltimore, MD

      - Review and analyze financial operations of each facility within the portfolio.- Collaborate with operations/administrators to analyze revenue and expenses, demonstrating the impact of decisions on the P&L, and advocating for changes where necessary.- Hold administrators and operations teams...

    • United States
    • Accounting
    • 700 & Above Employee
    • Financial Analyst - Real Estate Project Finance and Consulting - Senior
      • Jul 2019 - Apr 2022

       Worked as part of an advisory team with extensive experience in assessing and identifying relevant tax credit opportunities Compiled and prepared financial forecasts and transaction structures for tax credit subsidized real estate transactions Evaluated and extracted financial data from information provided by clients including financial statements, letters of intent, partnership agreements, loan agreements, and other relevant documents Participated in weekly calls with all members of the tax credit transaction team Gained a better knowledge of the New Market, Low Income, Historic, and Renewable Energy tax credit programs and the implementation of these credits to enhance the financial rewards of a project

    • Financial Analyst - Real Estate Project Finance and Consulting - Associate
      • Apr 2017 - Jun 2019

    • Financial Analyst - Real Estate Project Finance and Consulting - Intern
      • Dec 2016 - Mar 2017

    • Hedge Fund Intern
      • Jun 2016 - Aug 2016
      • Baltimore, Maryland

       Sourced and prepared data used by senior analysts to make investment recommendations Analyzed and compared securities using statistical metrics such as BETA, correlation, and standard deviation Created a risk management and portfolio asset allocation model using macroeconomic and statistical ...

Education

  • 2013 - 2015
    Touro University Worldwide
  • 2013 - 2016
    Ner Israel Rabbinical College
  • 2010 - 2013
    Ner Israel Rabbinical College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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