Jonathan Stone

Jonathan Stone Email and Phone Number

Financial Analyst @ Baker Tilly US
Chicago, IL, US
Jonathan Stone's Location
Chicago, Illinois, United States, United States
Jonathan Stone's Contact Details
About Jonathan Stone

Community development professional specializing in the New Markets Tax Credit (NMTC) program.Passionate about supporting economically distressed communities by attracting investment opportunities to finance businesses, education/healthcare service providers, and non-profits to create jobs and expand services into underserved, low-income communities throughout the U.S.

Jonathan Stone's Current Company Details
Baker Tilly US

Baker Tilly Us

View
Financial Analyst
Chicago, IL, US
Website:
bakertilly.com
Employees:
10391
Jonathan Stone Work Experience Details
  • Baker Tilly Us
    Financial Analyst
    Baker Tilly Us
    Chicago, Il, Us
  • Baker Tilly Us
    Senior Financial Analyst
    Baker Tilly Us Jul 2024 - Present
    Chicago, Il, Us
    Providing advisory services to real estate developers, Community Development Entities (CDEs), and investors regarding New Markets Tax Credit transactions. Experience in NMTCs includes: creating pitch books and marketing materials for projects seeking NMTCs; brokering NMTC transactions to CDEs; assessing economic impacts on Low-Income Communities (LIC) from NMTC investments; deploying NMTC allocations for CDEs; providing financial modeling and structuring services; NMTC application development and product review; and providing site analysis and due diligence pertaining to NMTC program requirements.Baker Tilly Capital LLC, a wholly-owned subsidiary of Baker Tilly US, LLP (Baker Tilly), is a boutique investment bank specializing in merger and acquisition, buy- and sell-side advisory, and corporate finance services. Our team is led by experienced, senior-level professionals who possess in-depth knowledge of the nuances of buying and selling businesses, financing alternatives, and resources, negotiating effectively, and structuring transactions to best meet our clients’ goals. Based on our collective experience with hundreds of transactions in a variety of industries, we are able to proactively provide recommendations and advice throughout the process to help our clients make informed decisions. Baker Tilly is a leading advisory, tax, and assurance firm, providing clients a genuine coast-to-coast and global advantage with critical mass and top-notch talent in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, and Chicago.
  • Baker Tilly Us
    Financial Analyst
    Baker Tilly Us Sep 2021 - Jul 2024
    Chicago, Il, Us
  • Ankura
    Transaction Advisory Analyst
    Ankura Jul 2020 - Sep 2021
    New York, Ny, Us
    Ankura is a global firm of experts and advisors uniquely built to tackle each challenge or need, by effectively combining the right expertise into solutions, services, and results.Ankura has built a global team of subject matter experts and seasoned advisors with hard-earned industry knowledge, primed for this very moment, and for the future, given the disruptions and rapid pace of change that defines the business environment.
  • Powerreviews
    Finance Intern
    Powerreviews Jun 2019 - Aug 2019
    Chicago, Il, Us
    PowerReviews is a conversion-first UGC vendor obsessed with helping brands and retailers grow their businesses. PowerReviews enables these organizations to generate better quality customer product ratings and reviews in larger volumes and then analyze and benchmark all this data to optimize their UGC programs for conversion, while improving product quality and customer experience.
  • Powerreviews
    Sales Operations Intern
    Powerreviews Jun 2018 - Aug 2018
    Chicago, Il, Us
  • Parqex
    Marketing Intern
    Parqex May 2017 - Aug 2017
    Chicago, Illinois, Us
    ParqEx is the Smart Parking Solutions Provider. ParqEx uses proprietary technology to help “unlock” the value of privately-owned, “self-managed” parking spaces that are often underutilized and/or difficult to manage.
  • University Of Illinois At Urbana-Champaign
    Marketing Intern
    University Of Illinois At Urbana-Champaign Dec 2016 - May 2017
    Champaign, Il, Us

Jonathan Stone Skills

Microsoft Word Sales Operations Microsoft Excel Critical Thinking Target Marketing Pivot Tables Salesforce Salesforce.com Administration Vlookup Analytical Writing Social Media Marketing Microsoft Powerpoint

Jonathan Stone Education Details

  • Gies College Of Business - University Of Illinois Urbana-Champaign
    Gies College Of Business - University Of Illinois Urbana-Champaign
    Finance
  • Universitat Pompeu Fabra
    Universitat Pompeu Fabra
    International Business
  • Francis W. Parker School
    Francis W. Parker School
    High School Diploma

Frequently Asked Questions about Jonathan Stone

What company does Jonathan Stone work for?

Jonathan Stone works for Baker Tilly Us

What is Jonathan Stone's role at the current company?

Jonathan Stone's current role is Financial Analyst.

What is Jonathan Stone's email address?

Jonathan Stone's email address is jo****@****ail.com

What schools did Jonathan Stone attend?

Jonathan Stone attended Gies College Of Business - University Of Illinois Urbana-Champaign, Universitat Pompeu Fabra, Francis W. Parker School.

What skills is Jonathan Stone known for?

Jonathan Stone has skills like Microsoft Word, Sales Operations, Microsoft Excel, Critical Thinking, Target Marketing, Pivot Tables, Salesforce, Salesforce.com Administration, Vlookup, Analytical Writing, Social Media Marketing, Microsoft Powerpoint.

Who are Jonathan Stone's colleagues?

Jonathan Stone's colleagues are Brenda Dufek, Dabarie Spence, Laurisa Morris, Kethaki Padmaperuma, Dave Wolfe, Ivan Pua, Shelby Iager.

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