Jacob Milgrim


Location

Chicago, IL
Prairie Village, KS
Education
    University of Kansas
    August 2015 - May 2019
    degree
    Bachelor's
    major
    Finance
    minor
    Spanish
Work Experience
    RSM US
    Supervisor Financial Consulting Business Valuation
    Chicago, IL, US
    January 2023 - May 2024
    company
    RSM US
    title
    Supervisor Financial Consulting Business Valuation
    overview
    - Serve as project manager for variety of valuation projects involving financial modeling and analysis - Coordinate resource management, budgeting, project execution and delivery - Engage with clients throughout the project life cycle including management interviews and presentation of reports - Financial analysis including budget to actual, benchmarking analyses of company performance and key forecast inputs to peers - Perform calibration analyses to track key inputs over time and alongside market movements - Conduct attrition analyses using historical customer and sales data - Evaluate company and projection risk including qualitative and quantitative aspects and understanding management guidance - Calculation of internal rate of return and cost of capital, break-even discount rates and hurdle multiple analyses
    Financial Consulting
    Senior Associate
    October 2021 - January 2023
    BDO USA
    Senior Associate Valuation AND Capital Markets Analysis
    Philadelphia, PA, US
    September 2019 - October 2021
    State Street
    Investment Services Intern
    Boston, MA, US
    June 2018 - August 2018
    Bank Loans Team
    Intern
    June 2017 - August 2017
    See 1 More
Skills
Languages
EnglishSpanish
Skills
AccountingBanking ServicesBenchmarking SkillsBudgeting SkillsBusiness ValuationCalibrationCapital MarketsCash ManagementConstructionConsultingCultural HistoryCustomer RetentionCyclingDelivery of ProjectsDue DiligenceEconomyEmployee RetentionFinancial AnalysisFinancial ModelingForecasting SkillsFund AccountingInstitutional InvestingKnowledge of CampaignsKnowledge of EngineeringKnowledge of FinanceLeadershipLeadership DevelopmentMarket DevelopmentMergers and AcquisitionsMicrosoft OfficeOperating ExpensesPortfolio ManagementPresentationsProfitability AnalysisProject Management Life CycleRate of ReturnRecruitmentResource ManagementRisk AnalysisSalesSkiingStakeholder ManagementStrength TrainingTeam WorkingUCITS