Jonathan H.
5.0
Break into FP&A | Harvard MBA | Ex-American Securities & Moelis
Studied at Harvard Business School
Worked at American Securities
Hiring Manager
Available today at 8:00 PM UTC
Usually responds within 4 hours
Questions? Start chatting with this coach before you get started.
Jonathan’s FP&A Qualifications
Coaches professionally
Experience level: Manager
Jonathan has helped clients get into these companies:
Welcome to my profile! With a BS in Finance from SUNY Binghamton and an MBA from Harvard Business School (Class of 2026), I bring a wealth of knowledge and experience to FP&A coaching. My professional journey includes roles as an Associate at American Securities and an Analyst in M&A and Restructuring at Moelis & Company. I have a proven track record of helping clients navigate complex financial landscapes and achieve their career goals in finance. Whether you're looking to break into FP&A or advance your career, I'm here to provide tailored guidance and support. Reach out to start your journey towards success!
Jonathan can help with:
Interview Prep
Skill Building
Budgeting & Forecasting
LinkedIn Review
Financial Modeling
Promotion Strategy
Cover Letters
Financial Reporting
Resume Review
Networking Strategy
Financial Planning & Analysis
Variance Analysis
Salary Negotiation
Jonathan also coaches for Investment Banking, Private Equity, MBA, Equity Research, and Career Development. View all.
About Jonathan
Hi! I'm Jonathan, but most people who know me call me by my last name, Heller. I'm originally from the Riverdale section of the Bronx in New York City. I attended SUNY Binghamton for undergrad, and then spent two years in the M&A and Restructuring Investment Banking Analyst Program at Moelis & Company. After Moelis, I joined American Securities, a private equity firm based in New York. After spending three years on the Investment Team at AS, my fiance and I moved to Boston as I pursue my MBA at the Harvard Business School When not coaching, I love watching sports, playing basketball, going on bike rides, and exploring Boston.
Why do I coach?
I've found coaching and mentoring to be the most rewarding part of my professional career. When I was applying to HBS, Stanford GSB, and Wharton for business school, my essays for each school focused on the guidance I received from some truly special mentors, and how I try to pay that forward each day. I'm certain that was what got me in everywhere I applied. I look forward to helping you achieve your career goals.
Work Experience
Associate / Senior Associate
American Securities
July 2021 - July 2024
Investment Banking - Analyst
Moelis & Company
July 2019 - June 2021
Hiring Manager
M&A and Restructuring
Education
Harvard Business School
MBA
2024 - 2026
State University of New York at Binghamton
BS in Finance, minor in Economics
2015 - 2019
59 Reviews
Overall Rating
5.0
Knowledge
5.00
Value
5.00
Responsiveness
5.00
Supportiveness
5.00
Jonathan has helped clients get into these schools:
Jonathan has helped clients get into these companies:
Jonathan has helped clients achieve these scores on the ACT
31 - 36
Jonathan has helped clients achieve these scores on the GMAT