Financial Analyst Support
Resume:
*******@**************.***
JOSHUA NELSON
SENIOR FINANCIAL ANALYST, CTA CANDIDATE
office 224-***-**** cell 847-***-****
*******@**************.***
*** *. ***** ***., ********, IL 60085
www.nelsonbusiness.com
Financial planning and analysis
Corporate recovery - turnaround and crisis management
Corporate finance
Mergers and acquisitions due diligence (buy-side and sell-side)
Financial forecasting and modeling (US GAAP and IFRS- compliant)
Excel power user (Vlookups, pivot tables, macros, complex formulas)
Company budgets and cash flow management
Business valuations (as client advisors in support of a transaction)
Executive coaching/mentoring
Strategic planning (with a focus on new business development)
Planning systems and execution models (ISO 9001:2016 compliant)
Computer system implementations
Project management
Permanent Full-Time, Permanent Part-Time, Temporary Full- Time, Temporary Part-Time, Contract or W2, Insured
Member Turnaround Management Association
Certified Turnaround Analyst Candidate
*******@**************.***
Professional Experience
Skilled, hands-on, best-practices, tech-savvy professional with over twenty years of experience in financial planning and analysis, turnaround management, M&A transactions, accounting, financial modeling (Excel power user), process improvement, project management, operational and capital budgeting. Ethical, energetic, team-player, effective communicator, and self-motivated leader with excellent problem solving skills and experience in financial planning, forecasting, projections, proforma financial statements, ad hoc reporting, data mining and analysis, risk assessment, and strategic planning. Hands- on experience with the management and evaluation of financial reporting and the design, implementation, and maintenance of effective financial, operational, and compliance controls over financial reporting and processes. Fifteen enterprise-wide software implementations. Principal Areas of Practice
Since 1990, have completed over 200 assignments helping small, middle market, and fortune companies achieve their financial and operational objectives. Work with companies at all developmental stages, serving in a wide range of capacities including interim and permanent outsourced CFO/controllerships, Financial Analyst / SFA-FP&A assignments, executive coaching, strategic planning, buy- and sell-side M&A due diligence, business valuations (as client-advisor), debt and equity capital procurement, project management, and software implementations. Specialize in corporate renewal/turnarounds. Permanent Full-Time, Permanent Part-Time, Temporary Full-Time, Temporary Part-Time, Contract or W2, Insured. Project Highlights
1/1990–present: Financial Analyst / SFA-FP&A/Consultant, NBFC, LLC www.nelsonbusiness.com. Developed Business Performance Manager, a comprehensive template- based toolkit for performing a broad range of finance assignments including financial modeling and analysis. M&A analyses, valuations, capital procurement, corporate recovery, and accounting assignments.
8/2012–10/2015: CFO/ Controller/ Strategic Advisor, VOIP Telecom Services Provider Responsible for financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, dashboarding, scorecarding, capital procurement, credit/collections; client, vendor, bank, and strategic partner relations; regulatory compliance and back-office support and front-line negotiation for two government audits. Project-lead for major billing system implementation.
2008–2015: Consultant, Financial Analyst / SFA-FP&A for Software Developer Sell-side due diligence and transaction advisory. Developed a GAAP compliant revenue recognition model; assist with monthly postings and close.
2008–2014: Financial Analyst / SFA-FP&A, Strategic Advisor for Clean Tech Electric Vehicle Mfgr. Back office and front-line support for debt and equity capital procurement. Raised $30MM. Also, planning, budgeting, forecasting, and accounting services.
2006–present: Financial Analyst / SFA-FP&A/ Consultant, High Rock Partners www.highrockpartners.com. Strategic and M&A advisors. Back office and front-line support for sell- and buy-side M&A transactions, financing transactions, and longer-term client assignments including planning, budgeting, and accounting services.
2004–2016: Mgmt Consultant/Outsource CFO (Fractional) for Software Developer Implementation and management of a comprehensive enterprise-wide management system including strategic planning, execution models, budget/forecasting, dashboarding, scorecarding, and financial reporting. Services include customization, integration with existing systems, implementation and training. Sell-side due diligence and transaction advisory.
2002–2002 ABN AMRO, Financial Analyst / SFA-FP&A. Financial Planning & Analysis. Major capital budgeting project at IT Center. Created business cases and provided full analytical support for replacement of existing systems.
2001: Financial Analyst / SFA-FP&A, Implementation Consultant for a Fortune 1000 Insurance Company. Served on project team for implementation of an enterprise-wide mainframe financial accounting software system for tracking investment. Designed for use by large insurance companies and institutional investors. Responsibilities included porting and testing integrity of data and creating an operating procedures manual.
1994–1995: Business Manager/Controller Pro-Tem, for Heavy-Highway Contractor Financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, credit/collections. Implementation of enterprise accounting and job costing system. Successful corporate capital restructuring and turnaround.
1993–1994, 1998: Business Manager/Controller, Transaction Advisor for Sound Contractor Financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, dashboarding, scorecarding, capital procurement, credit/collections; client, vendor, bank, and strategic partner relations. Packaged the company for sale to a national business music franchisor. Responsibilities included full analytics, preparation of forward looking statements, formulation of development strategies, and assisting in negotiations. Joshua Nelson
Financial Analyst, SFA-FP&A,
Consultant
Areas of Practice
Turnaround Management
Corporate capital restructuring
Financial planning & analysis (FP&A)
Integrated business planning (IBP)
Sales and Operations planning (S&OP)
Forecasting & budgeting
Financial modeling
Designing and implementation of
dashboards and balanced scorecard
Entity valuation, mergers and
acquisition due diligence
Strategic planning
Executive coaching
Cost analysis for cost reduction
programs
Project Management
Computer implementation
Business process re-engineering
Industry Lines
Telecom
Insurance
Credit Card Processor
Software Developers (Enterprise and
Cloud)
Broadcast Communications
Not-for-Profit
Retail
Wholesale Distribution
Discreet and Process Manufacturing
Tier 2 Automotive, Plastics Packaging
Medical Device, Food Processing,
Clean Tech
Professional Services
Construction
Transportation
SEO and other dot.com Internet
Services
Sports Entertainment
Computer Applications
Microsoft Excel power user, Word,
PowerPoint, Access, SharePoint
Telecom billing, Legal time & billing,
Construction software, Great Plains,
Process manufacturing accounting
software, Peachtree, QuickBooks,
WIMS System, ZOHO Reports,
ZOHO Projects, ZOHO CRM. AS400
Education/Qualifications
TMA Workout Strategies, Certified
Turnaround Analyst candidate.
Merger Week, Kellogg
College of Lake County, Accounting
and Business, 12 hours, GPA 3.50
Marquette University Liberal Arts, 33
hours, GPA 3.50
Personal
High energy (400-meter dash in under
80 seconds), focused, analytical,
process and results-oriented, team
player, early adopter, fast learner, hard
worker.
Joshua Nelson, CTA Candidate
*******@**************.***
Joshua Nelson
847-***-**** x101
*******@**************.***
Supplemental Project and Employment History Partial List VOIP Telecommunications Company, SFA/ FP&A, Strategic Advisor Responsible for financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, 13-week cash flow, dashboarding, scorecarding, capital procurement, credit/collections; client, vendor, bank, and strategic partner relations; regulatory compliance and back-office support and front-line negotiation for two government audits. Project-lead for major billing system implementation. Enterprise and SaaS Software Development Company–serving higher education industry, Consultant, Financial Analyst / SFA-FP&A. Sell-side due diligence and transaction advisory. Developed a GAAP compliant revenue recognition model; assist with monthly postings and close.
Clean Tech Manufacturer of Electric Motorcycles and Batteries, Financial Analyst / SFA-FP&A, Strategic Advisor Back office and front-line support for debt and equity capital procurement. Raised $30MM. Also, planning, budgeting, forecasting, and accounting services.
Enterprise and SaaS Software Development Company–serving the towing industry, Mgmt Consultant/fractional CFO
Implementation and management of a comprehensive enterprise-wide management system including strategic planning, execution models, budget/forecasting, dashboarding, scorecarding, and financial reporting. Services include customization, integration with existing systems, implementation and training. Sell-side due diligence and transaction advisory.
Allstate Insurance Co. (corporate headquarters), Financial Analyst / SFA-FP&A, Implementation Consultant Served on project team for implementation of an enterprise-wide mainframe financial accounting software system for tracking investment. Designed for use by large insurance companies and institutional investors. Responsibilities included porting and testing integrity of data and creating an operating procedures manual. Tier I and II Auto Parts and Assemblies Manufacturer, Financial Analyst / SFA-FP&A, Consultant Financial forecast. Implemented comprehensive management system including strategic planning, execution models, and financial model. Financial modeling, ROI analysis, and valuation analysis for setting up new division. Major role in prepping the company for a successful ISO 9001 certification. Heavy Highway Contractor, Business Manager/Controller Pro-Tem Financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, credit/collections. Implementation of enterprise accounting and job costing system. Successful corporate capital restructuring and turnaround.
Sound Contractor and National Franchise Business Music Services Provider; Business Manager/Controller, Strategic Advisor. Serviced True Value national account. Financial, operational, and compliance controls, GAAP compliant accounting, budgeting/forecasting, dashboarding, scorecarding, capital procurement, credit/collections; client, vendor, bank, and strategic partner relations. Packaged the company for sale to a national business music franchisor. Responsibilities included full analytics, preparation of forward looking statements, formulation of development strategies, and assisting in negotiations. Parson Group, Consultant
Provided financial consulting services to Fortune 1000 and middle market companies. Assignments have included various CFO, Financial Analyst / SFA-FP&A, and implementation consulting projects. Software Tools Developer, CFO
Responsible for implementation of computer system, financial statement preparation, payroll tax reporting, administration of the company budget, business planning, cash management, financing and credit arrangements, accounts receivable collections, insurance management, contract negotiation, legal matters. Hired and supervised accounting and data processing staff. Costing, General Ledger Close / Close Process. (Temporary assignment through Parson Group). Assisted in B-round venture capital funding. Platinum Technology, Inc. (PeopleSoft), Budget Analyst Assisted in preparation of annual budget. Financial modeling of several acquisitions. (Temporary assignment through Parson Group)
Midwest Winery, SFA / FP&A, Implementation Consultant Financial Planning & Analysis, Business Plan, and Financial modeling in support of investment transaction. Financial accounting and production software for wineries. Responsibilities included needs analysis, implementation, and training).
*******@**************.***
Local Television Station, Concord, CA, Business Manager/Controller Responsible for financial statement preparation, payroll tax reporting, administration of the company budget, cash management, financing and credit arrangements, insurance management, contract negotiation, legal matters, and plant management. Supervised Data Processing, Accounting, Print Shop, Shipping and Receiving, and Custodial Departments.
Hewlett Packard Value Added Reseller and Systems Integrator, Account Executive and Implementation Consultant Provided sales and marketing services for a company that specialized in Hewlett Packard based computer systems for process manufacturers. Responsibilities included market research; developing market plans; generating leads through telemarketing, direct mail, seminars; trade shows; speaking engagements and advertising; and sales closing activities. Boutique Systems Integrator, Account Executive and Implementation Consultant Provided sales, marketing, and training services for a local Chicago based company that specialized in various vertical market applications. Responsibilities included market research; developing market plans; selecting the mix of products and services to be offered in each vertical market; generating leads through telemarketing, direct mail, seminars; trade shows, speaking engagements and advertising; sales closing activities; implementation; and training end users in use of software.
Local Television Station, Chicago, IL, Controller, Director of Administration Responsible for financial statement preparation, payroll tax reporting, administration of the company budget, 13-week cash flow, cash management, financing and credit arrangements, insurance management, contract negotiation and legal matters. Supervised the Accounting and Data Processing Departments, Costing, General Ledger Close / Close Process, Major projects included automating all accounting and information systems. Illinois Tool Works, Financial Analyst / SFA-FP&A
Project Management, Y2K project; test systems.
ABN AMRO, Financial Analyst / SFA-FP&A
Financial Planning & Analysis. Major capital budgeting project at IT Center. Created business cases and provided full analytical support for replacement of existing systems. Banking Division of Household International, Controller (Temporary Assignment) General Ledger Close / Close Process. Temporary assignment filling in for a Controller on maternity leave. Upon successful completion, was offered a fulltime accounting. Created several Excel-based databases and models for fixed assets.
SaaS Company–Online Secure File Sharing, Storage, Sync Services Company; Contract Financial Analyst / SFA- FP&A
Business entity valuation, Financial Planning & Analysis, Strategic advisory, Financial modeling SEO Firm–enterprise-level testing, personalization and optimization services; Contract Financial Analyst / SFA- FP&A. Business entity valuation, Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling Specialty Food Processor and Distributor–Gelato, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Company budget, Financial modeling Car Care Services Chain, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling in support of financing transaction, Costing
Jimmy Johns Franchisee (four restaurants), Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, M&A Buyside, M&A Sellside, Financial Planning & Analysis, Financial modeling in support of financing transaction, Strategic advisory Electrical Equipment Manufacturer, Contract Financial Analyst / SFA-FP&A Financial modeling in support of financing transaction Environmental Remediation Contractor Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction Mechanical and Building Management Services Contractor, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, M&A Sellside due diligence Tennis Academy, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction, Bank/ Investor relations
*******@**************.***
Medical Device Manufacturer, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction
Retail Marketing Company, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Sellside due diligence Wholesale Distributor of Natural Foods, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Business plan, M&A Sellside due diligence, Financial Planning & Analysis, Company budget
Large Not-for-Profit Social Services Agency, Senior Accountant Company budget, Accounting Operations, General Accounting, General Ledger Close / Close Process, Process Improvement / Optimization, Nonprofit Accounting
Manufacturer/Distributor Bank ATM Equipment and Systems, Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction Infrared Medical Device Manufacturer, Contract Financial Analyst / SFA-FP&A Business entity valuation, Business plan, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Educational Services Contractor, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Sellside due diligence, Financial modeling in support of financing transaction Educational Curriculum Developer, Contract Financial Analyst / SFA-FP&A Financial modeling in support of financing transaction Pet Products Manufacturer, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction Mechanical Contractor, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction.
Contract Manufacturer–Fabricated Metal Products, Contract Financial Analyst / SFA-FP&A Business entity valuation, Strategic advisory, Strategic plan and execution model, M&A Sellside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, Costing Asset Performance Management Services Company, Contract Financial Analyst / SFA-FP&A Financial modeling in support of financing transaction Contract Research Organization–Pharmaceutical Industry and Medical Device, Contract Financial Analyst / SFA- FP&A
M&A Buyside due diligence, Financial modeling in support of financing transaction Outsourced Call Center Services Company, Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial modeling in support of financing transaction Nuclear Security Contractor and Management Services Company, Contract Financial Analyst / SFA-FP&A Strategic advisory, M&A Sellside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of a transaction
SaaS Provider–Outsourced HR Compliance Services, Contract Financial Analyst / SFA-FP&A M&A Sellside due diligence, Financial modeling in support of a transaction Not-for-Profit Community Services Organization, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Strategic plan, Financial Planning & Analysis, Company budget, 13-week cash flow, Financial modeling in support of financing transaction, Business Structure Change, Process Improvement / Optimization, Nonprofit Accounting and Finance, Board relations Manufacturer Heavy Machinery–Utility Industry, Contract Financial Analyst / SFA-FP&A Strategic advisory, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction
Buy Here-Pay Here Auto Dealer, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction. Developed an Excel-based microfinance model.
*******@**************.***
Full-Service Mexican Restaurant, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations
Full-Service and Carry Out Pizza Restaurant and Sports Complex, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Electronic Scrap Disposal Contractor, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of a major contract bid Buyer Group for Acquisition of a large Pre-Owned Auto Sales Company, Contract Financial Analyst / SFA-FP&A Business entity valuation, Business plan, Strategic advisory, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations Heavy Highway Contractor–Tunnel Boring, Contract Financial Analyst / SFA-FP&A Strategic plan, Financial Planning & Analysis, Business plan and financial modeling in support of financing transaction, Business Structure Change, Bank/ Investor relations Wholesale and Retail Organic Food Distributor, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Local Pizza Restaurant Franchise, Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction Jimmy John’s (Chattanooga), Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction Midwest Frozen Foods Distributor, Contract Financial Analyst / SFA-FP&A Strategic advisory, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Manufacturers Rep–Food Industry, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Finding services Bottled Water Manufacturer and Distributor, Contract Financial Analyst / SFA-FP&A Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction Contract Manufacturer–Metal Grinding, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction Mechanical Contractor, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Strategic advisory, M&A Sellside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, Project Management, Systems Implementation
(Timberline), Bank relations
Online Auto Sales Exchange, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Business Plan and Financial modeling in support of financing transaction, Valuation. Smaller specialty auto dealer in Chicago, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction. Private investor group, for acquisition of a large auto dealership in northern Indiana; Contract Financial Analyst / SFA-FP&A. Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, negotiation with lender. Private investor group for acquisition of Tier I Auto Components Manufacturer, Contract Financial Analyst / SFA- FP&A
Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction
Private investor group for acquisition of large, landmark retail liquor store in Chicago; Contract Financial Analyst
/ SFA-FP&A. M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing
*******@**************.***
transaction, presentation to investor.
Plastic Extrusion Manufacturer, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Turnaround, Financial modeling in support of financing transaction. Plastic Film Manufacturer, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of an M&A Sellside transaction. Real Estate Developer–Residential Housing Project Entire Subdivision, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction.
Contact this candidate