Joshua Nelson, Principal and Managing Member
Financial Analyst, SFA-FP&A
Areas of PracticeEarned Value Analysis (EVA)Turnaround Management Corporate capital restructuringFinancial planning & analysis (FP&A)Integrated business planning (IBP)Sales and Operations planning (S&OP)Forecasting & budgetingFinancial modelingDesigning and implementation of dashboards and balanced scorecardEntity valuation, mergers and acquisition due diligenceStrategic planningExecutive coachingCost analysis for cost reduction programsProject Management Computer implementationBusiness process re-engineering
Industry LinesTelecomInsuranceCredit Card ProcessorSoftware Developers (Enterprise and Cloud) Broadcast CommunicationsNot-for-ProfitRetailWholesale DistributionDiscreet and Process Manufacturing Tier 2 Automotive, Plastics Packaging Medical Device, Food Processing,Clean Tech Professional ServicesConstructionTransportationSEO and other dot.com Internet ServicesSports Entertainment e-commerce
Computer ApplicationsMicrosoft Excel advanced user, Word, PowerPoint, Access, SharePointTelecom billing, Legal time & billing,Construction software, Great Plains, Process manufacturing accounting software, Peachtree, QuickBooks, WIMS System, JD Edwards, AGILE
Education/QualificationsTMA Workout Strategies, Certified Turnaround Analyst candidate.Merger Week, KelloggCollege of Lake County, Accounting and Business, 12 hours, GPA 3.50Marquette University Liberal Arts, 33 hours, GPA 3.50
PersonalHigh energy (400-meter dash in 80 seconds), focused, analytical, process and results-oriented, team player, early adopter, fast learner, hard worker
Areas of PracticeEarned Value Analysis (EVA)Turnaround Management Corporate capital restructuringFinancial planning & analysis (FP&A)Integrated business planning (IBP)Sales and Operations planning (S&OP)Forecasting & budgetingFinancial modelingDesigning and implementation of dashboards and balanced scorecardEntity valuation, mergers and acquisition due diligenceStrategic planningExecutive coachingCost analysis for cost reduction programsProject Management Computer implementationBusiness process re-engineering
Industry LinesTelecomInsuranceCredit Card ProcessorSoftware Developers (Enterprise and Cloud) Broadcast CommunicationsNot-for-ProfitRetailWholesale DistributionDiscreet and Process Manufacturing Tier 2 Automotive, Plastics Packaging Medical Device, Food Processing,Clean Tech Professional ServicesConstructionTransportationSEO and other dot.com Internet ServicesSports Entertainment e-commerce
Computer ApplicationsMicrosoft Excel advanced user, Word, PowerPoint, Access, SharePointTelecom billing, Legal time & billing,Construction software, Great Plains, Process manufacturing accounting software, Peachtree, QuickBooks, WIMS System, JD Edwards, AGILE
Education/QualificationsTMA Workout Strategies, Certified Turnaround Analyst candidate.Merger Week, KelloggCollege of Lake County, Accounting and Business, 12 hours, GPA 3.50Marquette University Liberal Arts, 33 hours, GPA 3.50
PersonalHigh energy (400-meter dash in 80 seconds), focused, analytical, process and results-oriented, team player, early adopter, fast learner, hard worker
Professional ExperienceSkilled, 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 PracticeHave 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, NBF, LLCwww.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.
Principal Areas of PracticeHave 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, NBF, LLCwww.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.