© 2017 by Nelson Business Financial Consultants, LLC

Projects (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. 

Multi-location retail paint store, Consultant, Financial Analyst / SFA-FP&A. Distressed business. Financial Planning & Analysis, M&A sell-side due diligence.

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. ​

Auto Body Repair Shop, Contract Financial Analyst / SFA-FP&A.  Financial Planning & Analysis, Financial modeling in support of an M&A Sellside transaction; distressed business; turnaround services.