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Customer Service Management

Location:
Pewaukee, WI, 53072
Posted:
October 15, 2010

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Resume:

JEFFREY A. NELSON, CPA

N** W***** Long Valley Road . Pewaukee, WI. 53072

Home 262-***-**** Cell 414-***-**** Email: abipcp@r.postjobfree.com

Results driven Senior Finance Executive with reputation as a goal oriented

visionary and effective communicator. Efficient in reorganizing,

streamlining and strengthening financial operations to maximize performance

and profitability. Responsive to operational and financial challenges with

confidence, determination and focus.

( Strategic Planning and Execution ( Benchmarking ( Multi Site

Operations Management(

( Cash Flow Management ( Information Technology Systems Management (

EXPERIENCE

Marsden Holding, LLC 2007 to Present

National facilities services company with revenues in excess of $200

million.

Chief Financial Officer-Facilities Services, Eastern Division

Hired to this position to create division finance department, improve

profitability and assist in the

acquisition of janitorial service companies within the Eastern Division.

. Restructured finance and administrative departments of Eastern Division

resulting in annual savings in excess of $250,000.

. Implemented new budget and forecasting model for a company within Eastern

Division resulting in 30% increase in net profit.

. Integrated finance department for two division acquisitions with revenues

in excess of $9 million.

. Supervised the implementation of two different electronic time keeping

systems which resulted in an annual labor savings in excess of $500,000.

JN Enterprises 2005 to 2007

Self employed consultant providing business planning and tax advice to

entrepreneurial companies.

. Implemented Great Plains and Master Builder accounting systems for

restaurant and construction companies who had previously outsourced their

accounting and finance departments.

. Provided daily cash flow management and financial projections for start-

up stage companies.

. Prepared corporate tax, personal property tax, and sales tax returns for

various tax entities including C, Subchapter S, and Limited Liability

corporations.

. Assisted restaurant company in the renegotiation of a long term lease

resulting in annual savings of $15,000 per year over the course of a 10

year lease.

Wisconsin Hospitality Group, LLC, Wauwatosa, WI 2001 to 2005

Wisconsin's largest privately held restaurant management firm with revenues

in excess of $150 million.

Chief Financial Officer

Hired to this position to restructure finance and information technology

departments and provide senior executive leadership.

. Restructured finance department personnel and changed month end closing

process which reduced the closing time for month end statements from 10

days down to 5 days.

. Reduced proposed external auditor adjustments from over 100 audit

adjustments down to zero audit adjustments while at the same time reducing

annual external audit and tax fees in excess of $100,000.

. Supervised the information technology department and implemented a full

roll out of a new back of the house reporting system for 28 Applebee's

restaurants in less than 30 days with no delays in daily, weekly and

monthly reporting.

. Implemented a theoretical food cost software package in 28 Applebee's

restaurants and developed a bi-weekly variance analysis reporting system

which resulted in annual savings in excess of $500,000.

. Developed and implemented a real estate build vs. lease ROI model which

resulted in an improved restaurant development process and a more

consistent ROI of at least 16% on new restaurant development.

. Implemented a consolidated cash management system which resulted in an

improvement of over $50,000 in operating margins as well as an overall

reduction in bank fees by 10% on a go forward basis.

. Negotiated in excess of $20 million in financing for new restaurant

development with lenders such as GE Capital, Fleet Franchise Finance, and

Bank of America. Prepared and monitored quarterly financial lending

covenants.

. Developed a cash flow modeling tool to analyze the financial impact of a

$15 million capital expenditure program to rebuild, remodel, and re-image

88 Pizza Hut units over a 10 year period as required by the franchisor.

. Negotiated and monitored annual $2 million corporate liability, workers

compensation and delivery driver liability insurance program resulting in

excess of $200,000 in annual savings in the first year of renegotiating

the insurance contract.

. Negotiated and monitored new self-insured health insurance plan with

annual premiums in excess of $2 million.

Cousins Submarines Inc., LLC, Menomonee Falls, WI 1997 to 2001

Regional submarine sandwich chain with 40 company stores and 140 franchise

stores located in seven states.

Chief Financial Officer

Hired to this position to manage finance, information technology, and human

resource departments and provide senior executive leadership.

. Obtained $3 million line of credit to expand the business locally and

repurchase franchise locations as part of strategic growth plan.

. Reorganized financial department resulting in $50,000 reduction in

operating overhead and timelier financial reporting.

Ewald Automotive Group, Milwaukee, WI 1992 to 1997

Automobile dealership management company with revenues in excess of $100

million.

Controller/Chief Financial Officer

Hired as Controller and later promoted to Chief Financial Officer to manage

financial operations of dealerships.

. Obtained $2 million construction loan for new dealership construction and

provided management of construction process including construction draw

disbursements and collection of lien waivers.

. Negotiated purchase of $500,000 ADP mainframe computer system and

supervised installation. Responsible for all facets of information

technology for organization.

Olinger Distributing Company, Indianapolis, IN 1990 to 1991

Indiana's largest liquor and wine distributor.

. Hired as Operations Manager to manage customer service and warehouse

operations.

Joseph Entertainment Group, Milwaukee, WI 1989 to 1990

Privately owned concert entertainment management company with revenues in

excess of $25 million

. Hired as Controller for a startup company focusing on concert venue

entertainment.

Ernst & Young, Milwaukee, WI 1982 to 1989

Started as staff level auditor and achieved level of Senior Audit Manager

EDUCATION

B.B.A., Accounting-Marquette University, Milwaukee, WI



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