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Our Team

Joshua Nelson

Professional Experience

Skilled, hands-on, best-practices, tech-savvy professional with over twenty 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 power user), 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.

  • Turnaround Management

  • Corporate capital restructuring

  • Forecasting & budgeting

  • Financial modeling

  • Design and implementation of dashboards and balanced scorecard for performance evaluation

  • Entity valuation, mergers and acquisition due diligence

  • Strategic planning

  • Executive coaching

  • QOE analyses and feasibility studies

  • Financial planning & analysis (FP&A)

  • Integrated business planning (IBP)

  • Sales and Operations planning (S&OP)

  • Controllership

  • Financial statements reporting,

  • Cost analysis for cost reduction programs

  • Project Management

  • Computer implementation

  • Business process re-engineering

  • Microsoft Excel power user (pivot tables, macros, database and lookup, complex formuals and models, Word, PowerPoint, Access, SharePoint (not a developer)

  • Telecom billing, Legal time & billing,

  • Bidtek construction software, Great Plains, Process manufacturing accounting software, Peachtree, QuickBooks, WIMS System

  • ZOHO CRM, Reports, Projects

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


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          



High energy (400 meter dash in under 80 seconds), focused, analytical, process and results-oriented, team player, early adopter, fast learner, hard worker

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