Strategic Advisors & Financial Analysts

Our Team

Joshua Nelson

SFA-FP&A

​

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.

Skillsets

• 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