financial analyst
Resume:
*******@**************.***
JOSHUA NELSON
SENIOR FINANCIAL ANALYST, CTA CANDIDATE
*******@**************.***
W4915 County Road 338, Wallace MI 49893
www.nelsonbusiness.com
Quality of Earnings (QoE) and Quality of Working Capital (QWC) Assessments
Mergers and acquisitions due diligence (buy-side and sell-side)
Business valuations (as client advisors in support of a transaction)
Financial forecasting, modeling, and budgeting (US GAAP and IFRS-compliant)
Rolling latest best estimate (LBE)
Long-range planning (LRP)
Excel advanced users (Vlookups, pivot tables, macros, complex formulas)
13-week cash flows
Corporate recovery - turnaround and crisis management
Corporate finance
Strategic planning (with a focus on new business development)
Planning systems and execution models (ISO 9001 compliant)
Computer system implementations
EVA (Earned Value Analysis)
Project management
Permanent Full-Time, Permanent Part-Time, Temporary Full- Time, Temporary Part-Time, Contract or W2
For remote work-at-home assignments, I have a backup solar- and generator-powered electrical system capable of running off- grid indefinitely and redundant high-speed wireless connectivity
(T-Mobile for Business and Starlink) to ensure 100% availability and uptime.
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Professional Experience
Skilled, hands-on, best-practices, tech-savvy senior financial analyst with over thirty years of experience in turnaround management, M&A transactions, accounting, and process improvement, Ethical, energetic, team-player, effective communicator, and self-motivated leader with excellent problem-solving skills and proficiency in financial modeling (Excel advanced user), EVA, operational and capital budgeting. rolling latest best estimate (LBE) 13-week cash flows, long-range planning (LRP), 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
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. Work History
11/13/17 to 6/30/2023. Plexus Corp., Buffalo Grove, IL. Senior Financial Analyst. Report to Division Controller. Responsibilities include the development, documentation, and ongoing maintenance of processes and procedures required to support the production purchasing and customer invoicing functions. Requires in-depth knowledge of process engineering and procedures, advanced Excel skills with heavy experience in assembling and parsing large datasets and querying and entering data in JD Edwards. Position involves sensitive customer contact and requires the ability to work with, motivate, and communicate effectively with the company’s engineering and buyer groups. My position is being moved to Mexico and is expected to conclude sometime in June 2023.
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.
3/2006–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.
4/2008–6/2020: Financial Analyst / SFA-FP&A, Strategic Advisor for Laserage, Inc. (Med device manufacturer). Assisted mgmt. with budgeting/forecasting, dashboarding, scorecarding, bank relations, treasury mgmt. Sell-side due diligence, transaction advisory, and windup.
8/2012–10/2015: CFO/ Controller/ Strategic Advisor, S-Net Communications Inc. (B2B 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.
2/2004–9/2016: Mgmt Consultant/Outsource CFO for Tracker Management Systems (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.
6/2004–5/2016: Consultant, Financial Analyst / SFA-FP&A for SonisWeb (formerly RJM Systems)
(Software Developer). Value creation; sell-side due diligence and transaction advisory. Developed a GAAP compliant revenue recognition model; assist with monthly postings and close.
5/2008–12/2014: Financial Analyst / SFA-FP&A, Strategic Advisor for Brammo (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.
2001–2001: Financial Analyst / SFA-FP&A, Implementation Consultant for Allstate 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.
Joshua Nelson
Financial Analyst, SFA-FP&A
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 advanced user, Word,
PowerPoint, Access, SharePoint,
Tableau, Telecom billing, Legal time &
billing, Construction software, Great
Plains, Process manufacturing
accounting software, QuickBooks,
WIMS System, JD Edwards, AGILE
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 85
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
1994–1995: Business Manager/Controller Pro-Tem, for Maneval Construction (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 of Music (Business music services 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.
Nelson Business Financial Consultants, LLC, Financial Analyst / SFA-FP&A / Consultant www.nelsonbusiness.com. Developed Business Performance Manager, a powerful and 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.
High Rock Partners, Financial Analyst / SFA-FP&A / Consultant 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.
Cadence Cabinetry, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis including development of an Excel-based contractor project planning accounting module that integrates with QuickBooks. 1099.
S-Net Communications, CFO/ Controller/ 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.
SonisWeb (RJM Systems), 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.
Brammo, 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.
Tracker Management Systems, 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.
Alltstate 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.
Admiral Tool, 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.
Maneval Construction, 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 of Music, Ltd., Business Manager/Controller, Strategic Advisor 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
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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.
Geodesic Systems, Inc., 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)
Glunz Family Winery, Implementation Consultant
Financial accounting and production software for wineries. Responsibilities included needs analysis, implementation, and training).
KFCB TV 42, 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.
Business Solutions, Inc., 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.
Corr Concepts, Inc., 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.
WCFC-TV 38, Controller
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.
Allstate Insurance, Investment Accounting Department, Implementation Consultant Major investment accounting system implementation., Upon successful completion, was offered a fulltime accounting position.
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.
ShareFile, Contract Financial Analyst / SFA-FP&A Business entity valuation, Financial Planning & Analysis, Strategic advisory, Financial modeling
Brooks Bell International, Contract Financial Analyst / SFA-FP&A Business entity valuation, Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling
Ciao Bella, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Company budget, Financial modeling
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Carolina Auto Spa, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling in support of financing transaction, Costing
North Coast Jimmy Johns, 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 Co., Contract Financial Analyst / SFA-FP&A Financial modeling in support of financing transaction
Environmental Holdings Group, LLC, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction
GHC Mechanical, Inc, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, M&A Sellside due diligence
Herrmann Enterprises (Herrmann 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
Laserage Technology Corporation, 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
LTC Holdings LLC, Contract Financial Analyst / SFA-FP&A Bookkeeping and accounting. Set up QB Online and maintained all transactions for this holding company formed to collect proceeds from the sale of Laserage Technology Corp and distribute them to the shareholders.
Lost Foods, LLC, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Sellside due diligence
Natural Direct, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Business plan, M&A Sellside due diligence, Financial Planning & Analysis, Company budget
ChildServ, Senior Accountant
Company budget, Accounting Operations, General Accounting, General Ledger Close / Close Process, Process Improvement / Optimization, Nonprofit Accounting
ArcaTech, Contract Financial Analyst / SFA-FP&A
M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction
DavaRay, 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 Rehab, Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Sellside due diligence, Financial modeling in support of financing transaction
General Cage, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction
Mid-Way, Contract Financial Analyst / SFA-FP&A
Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction.
Micro Master, 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
Nexus Global Business Solutions, Inc., Contract Financial Analyst / SFA-FP&A Financial modeling in support of financing transaction
Ockham Development Group, Inc., Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial modeling in support of financing transaction
American Support, Contract Financial Analyst / SFA-FP&A M&A Buyside due diligence, Financial modeling in support of financing transaction
Nuclear Security Services Corporation, 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
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Brightline Compliance, Contract Financial Analyst / SFA-FP&A M&A Sellside due diligence, Financial modeling in support of a transaction
Edgewater Community Council, 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
Carolina Fabricators, Contract Financial Analyst / SFA-FP&A Strategic advisory, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction
One-Way Enterprises, 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.
El Ranchito, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations
Lee’s Pizza Lodge, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
E-Scrap Disposal, Contract Financial Analyst / SFA-FP&A Business plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of a major contract bid
GMAA Acquisition, LLC, 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
Bolton Corporation, 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
Oakville Organics, Contract Financial Analyst / SFA-FP&A Business entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Papa Saverios, 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, Contract Financial Analyst / SFA-FP&A Strategic advisory, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations
Innovative Food Group, 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
Cascade Springs LLC, Contract Financial Analyst / SFA-FP&A Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction
WareMill Grinding, Contract Financial Analyst / SFA-FP&A Financial Planning & Analysis, Financial modeling in support of financing transaction
Grove Mechanical, 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
RuAuto, 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, Contract Financial Analyst / SFA-FP&A For acquisition of large auto dealership in northern Indiana. Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, negotiation with lender.
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Grande Enterprises, Inc., Contract Financial Analyst / SFA-FP&A Business entity valuation, M&A Buyside due diligence on Tier 1 auto manufacturer, Financial Planning & Analysis, Financial modeling in support of financing transaction
Private investor group, Contract Financial Analyst / SFA-FP&A For acquisition of large, landmark retail liquor store in Chicago. M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, presentation to investor.
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