Nikolas R. Bergenske : Palmetto, FL : 941-***-**** :
abh8ll@r.postjobfree.com
EXPERIENCE
Chief Financial Officer/Controller
Business Logic Corporation, Chicago, IL, 2003 to 2009
Senior Corporate Development Analyst
Business Logic Corporation, Chicago, IL, 2000 to 2003
BLC is a privately held financial software provider in the investment
management industry with approximately $5 MM in annual revenue.
Financial responsibilities
. Created complex Excel models to determine budgets and analyze growth
opportunities, staffing levels, financial transactions, new product and
deal pricing.
. Managed all financial activities including A/R, A/P, payroll, 401(k), and
tax planning and filings.
. Created and maintained a multi-company corporate structure to protect and
maximize the value of the business entities and proprietary software.
Structure includes LLC's and C Corps.
. Created monthly and weekly financial reports for executives and venture
capitalists.
Operating responsibilities
. Legal: Developed and negotiated contracts for new deals, vendor
relationships, employee/contractor relationships, and employee stock
ownership plans. Contracts ranged in size from $10,000 to over $3,000,000.
. Human Resources: Managed all employee related matters including medical
and retirement plan benefits, compensation, employee reviews, recruiting
and staff reductions, and employment policies. Kept employee turnover to
less than 5%.
. Information Technology: Oversaw corporate network and communications
systems, developed business continuity plans and security policies, and
managed all information technology procurement. Annual IT budget was over
$250,000.
. Project Management: Monitored costs and revenue of projects across the
company. Projects included pure product and billable custom development.
Projects ranged in size from 500 hours to over 10,000 hours.
Senior Financial Analyst, High Yield Special Products and M&A
Banc of America Securities, Chicago, IL, and Charlotte, NC, 1997-2000
. Restructured debt and equity for small to mid-market public and private
companies.
. Prepared management presentations, fairness opinion presentations, and
offering memoranda.
. Modeled comparable company and related transaction valuations.
. Modeled pro forma discounted cash flow projections and analyzed resulting
accretion/dilution.
. Conducted due diligence.
EDUCATION
Bachelor of Arts in Economics, University of Chicago, 1993 to 1997, GPA:
3.3/4.0
OTHER ACTIVITIES
. Board member and Treasurer, Chicago Folks Operetta
. Volunteer, Palma Sola Botanical Gardens
. Golf, sketching and painting, spending time with my family, Woody Allen
and Coen Brothers' movies