Senior Financial Analysts

We serve as senior financial analysts SFA-FP&A and turnaround professionals for our client companies, working on a project or hourly basis W-2, 1099.
About us

Doing what we do best...

  • 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 secure, redundant high-speed wireless connectivity (T-Mobile for Business and Starlink) to ensure 100% availability and uptime.
Nelson Business Financial is affiliated with High Rock Partners, a strategic and M&A advisory firm that serves emerging growth and middle-market companies... with a focus on growth, finance, exit strategies, M&A, new business development, corporate partnering, problem-solving, and turnarounds.

Financial Planning & Analysis Toolkit

We have invested thousands of hours in developing CFO, a comprehensive toolkit for executing tasks frequently performed by the finance function. Our core technology raises the bar for what can be delivered within tight time frames and budgets.

Roadmap to Success...

In addition to our FP&A toolkit, we have assembled a suite of comprehensive planning templates and execution models that can be quickly deployed on a stand-alone basis or seamlessly integrated with your existing financial/planning sytem.
Business Performance Manager
BPM is a comprehensive service model for managing the senior-level planning and financial functions of your organization. BPM consists of four major components that can be deployed singly or together to form a seamless management system: Strategic Market Management (SMM), Getting Things Done (GTD), Work Smart–Work Together (WSWT), and Finance (FP&A Toolkit).
Strategic Market Management
SMM is a best practices planning process for developing and implementing strategies. SMM emphasizes that strategy needs to be driven by the market and its environment rather than by internal orientation. SMM is similar in many respects to the strategic planning process from which it has evolved except for one critical distinction...
Getting Things Done
GTD is a business system/execution model for managing functional areas, intra-departmental reporting relationships, recurring tasks, and company-wide initiatives. Execution is not just tactics (though tactics are central to execution), but execution is fundamental to strategy and has to shape it. No worthwhile strategy can be planned without taking into account the organization's ability to execute...
Work Smart Work Together
WSWT is a business system/execution model for managing major processes, driving continuous improvement, and complying with ISO quality standards. Most organizations are managed functionally by department. The functional organization is most efficient for managing employees and directing workflow within a department. Major processes, however, often require the involvement and cooperation of more than one department...

We will help you achieve your goals!

Let's talk

What our clients say about us

  • "I am glad to have found a superior partner in Nelson Business Financial. The firm truly values its clients, delivers excellent service, and uses creativity and innovation in providing sound accounting and business consulting services. Thanks for all you've done for us."
    Jim Moore, President
    Zenith Molded Products Corp.
    "Our company, a steel processor, has worked with NBF on a number of financing projects involving substantial expansion of real estate and business capabilities. The timing of all of these projects has been critical and their scope detailed. We have found NBF to be knowledgeable, responsive, and professional. Their insights have added value to the process of preparing and presenting the results generated by the sophisticated financial modeling system developed by Josh Nelson. We have been very pleased with our association with NBF and consider the company a resource that we intend to use in the future."
    Donald B. Reece, Managing Member
    Ware-Mill Grinding, LLC
  • "NBF has been preparing business projections for our clients for the last eleven years. All the accountants in our firm have been very satisfied with the results and the clients have echoed that satisfaction. The preparation and presentation is very thorough and accurate. Also, NBF's fees are reasonable. I would recommend their work without reservation."
    James C. Hamlin
    James Hamlin & Company
    "Grove Mechanical Contractors, Inc. has utilized the professional services of NBF for many years and has always found the response, analysis, documentation preparation, and presentation to be of the highest quality and value. I would only recommend your firm with the highest regard to any potential client, and would welcome a personal phone call to solicit my opinions."
    Frank R. Reid, President
    Grove Mechanical Contractors, Inc.
  • "Joshua, the business plan NBF prepared for Armor is clear to follow and provides sufficient documentation for all assumptions used to derive the financial projections. You were able to take my knowledge of the chassis business and translate that into a financial document that has received several unsolicited compliments from investment bankers and other professionals we have approached seeking equity investment for Armor. I would be pleased to recommend your services. Best wishes, Bill."
    William Gilbert, President
    Armor Chassis
    "NBF has developed a comprehensive financial model that both entrepreneurs and investors will find valuable."
    Gregory White
    Chicago Venture Partners