Jonathan Jaffe Email & Phone Number

Cyber & Strategic Risk Services

Mr. Jaffe was part of Deloitte's Strategy and Operations Consulting group serving both Civilian and DoD clients. He has been involved in multiple high profile projects with the Deloitte Monitor Strategy Team. This included acting as the go-to-market lead for the stand up of a multi-million dollar service line within the firm as well as advising the executive board of a large Government organization on the roll out of new legislation.

• Built, developed, and maintained elaborate metric tracking models to determine performance of key business indicators with regards to BearingPoint’s corporate financial performance.• Conducted analysis of tracking models to determine business inefficiencies and presented solutions to upper management.• Performed daily ad-hoc analysis per the request of senior management.• Developed financial forecasting tools capable of multiple earnings scenarios.• Assisted in drafting weekly reports outlining current performance, and made recommendations to our business unit on how to achieve goals set forth by management.• Supported fiscal year budgeting efforts as well as strategic planning efforts.• Lead development efforts to modernize/automate metrics/publication processes.

• Provided support to a Senior Vice President managing high net worth client accounts. • Categorized clients by financial objectives and assigned them accordingly to investment strategies. • Drafted investment plans for individual investors and non-profit organizations. • Conducted research on oil, alternative fuels, telecomm, and healthcare industries for investing viability. • Promoted pension plans marketed by Citistreet, an affiliated firm, to potential/existing clients. • Attended weekly sales meetings and seminars presented by senior-level officers.

• Structured, maintained, and updated securities models in order to track earnings growth, profitability, and valuations of equity positions. • Modeled portfolio comparison and portfolio performance analysis using Microsoft Excel. • Maintained research coverage on several dozen core equity holdings and updated client models.

Mba

Bba, Finance

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