Completed Projects (Partial List)
• 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, NBFC, 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. • 1994–1995: Business Manager/Controller Pro-Tem, for Maneval Construction (Heavy-Highway Contractor). 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.
• 1993–1994, 1998: Business Manager/Controller, Transaction Advisor for Sound of Music (Business music services contractor). 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.
• Nelson Business Financial Consultants, LLC, Financial Analyst / SFA-FP&A / Consultantwww.nelsonbusiness.com. Developed Business Performance Manager, a powerful and 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. • High Rock Partners, Financial Analyst / SFA-FP&A / Consultantwww.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. • S-Net Communications, CFO/ Controller/ Strategic AdvisorResponsible 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. • SonisWeb (RJM Systems), Consultant, Financial Analyst / SFA-FP&ASell-side due diligence and transaction advisory. Developed a GAAP compliant revenue recognition model; assist with monthly postings and close. • Brammo, Financial Analyst / SFA-FP&A, Strategic AdvisorBack office and front-line support for debt and equity capital procurement. Raised $30MM. Also, planning, budgeting, forecasting, and accounting services. • Tracker Management Systems, Mgmt Consultant/fractional CFOImplementation 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. • Alltstate Insurance Co. (corporate headquarters), Financial Analyst / SFA-FP&A, Implementation ConsultantServed 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. • Admiral Tool, Financial Analyst / SFA-FP&A, ConsultantFinancial 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. • Maneval Construction, Business Manager/Controller Pro-TemFinancial, 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 of Music, Ltd., Business Manager/Controller, Strategic AdvisorFinancial, 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, ConsultantProvided financial consulting services to Fortune 1000 and middle market companies. Assignments have included various CFO, Financial Analyst / SFA-FP&A, and implementation consulting projects. • Geodesic Systems, Inc., CFOResponsible 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 AnalystAssisted in preparation of annual budget. Financial modeling of several acquisitions. (Temporary assignment through Parson Group) • Glunz Family Winery, Implementation ConsultantFinancial accounting and production software for wineries. Responsibilities included needs analysis, implementation, and training). • KFCB TV 42, Business Manager/ControllerResponsible 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. • Business Solutions, Inc., Account Executive and Implementation ConsultantProvided 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. • Corr Concepts, Inc., Account Executive and Implementation ConsultantProvided 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. • WCFC-TV 38, ControllerResponsible 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&AProject 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. • Allstate Insurance, Investment Accounting Department, Implementation ConsultantMajor investment accounting system implementation., Upon successful completion, was offered a fulltime accounting position. • 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. • ShareFile, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Financial Planning & Analysis, Strategic advisory, Financial modeling • Brooks Bell International, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling • Ciao Bella, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Company budget, Financial modeling • Carolina Auto Spa, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Strategic advisory, Company budget, Financial modeling in support of financing transaction, Costing • North Coast Jimmy Johns, Contract Financial Analyst / SFA-FP&ABusiness 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 Co., Contract Financial Analyst / SFA-FP&AFinancial modeling in support of financing transaction • Environmental Holdings Group, LLC, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction • GHC Mechanical, Inc, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, M&A Sellside due diligence • Herrmann Enterprises (Herrmann Tennis Academy), Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction, Bank/ Investor relations • Laserage Technology Corporation, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction • Lost Foods, LLC, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Sellside due diligence • Natural Direct, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Business plan, M&A Sellside due diligence, Financial Planning & Analysis, Company budget • ChildServ, Senior AccountantCompany budget, Accounting Operations, General Accounting, General Ledger Close / Close Process, Process Improvement / Optimization, Nonprofit Accounting • ArcaTech, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • DavaRay, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Business plan, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Educational Rehab, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Sellside due diligence, Financial modeling in support of financing transaction • General Cage, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction • Mid-Way, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction. • Micro Master, Contract Financial Analyst / SFA-FP&ABusiness 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 • Nexus Global Business Solutions, Inc., Contract Financial Analyst / SFA-FP&AFinancial modeling in support of financing transaction • Ockham Development Group, Inc., Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial modeling in support of financing transaction • American Support, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial modeling in support of financing transaction • Nuclear Security Services Corporation, Contract Financial Analyst / SFA-FP&AStrategic advisory, M&A Sellside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of a transaction • Brightline Compliance, Contract Financial Analyst / SFA-FP&A M&A Sellside due diligence, Financial modeling in support of a transaction • Edgewater Community Council, Contract Financial Analyst / SFA-FP&ABusiness 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 • Carolina Fabricators, Contract Financial Analyst / SFA-FP&AStrategic advisory, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction • One-Way Enterprises, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction. Developed an Excel-based microfinance model. • El Ranchito, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations • Lee’s Pizza Lodge, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • E-Scrap Disposal, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of a major contract bid • GMAA Acquisition, LLC, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Business plan, Strategic advisory, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations • Bolton Corporation, Contract Financial Analyst / SFA-FP&AStrategic plan, Financial Planning & Analysis, Business plan and financial modeling in support of financing transaction, Business Structure Change, Bank/ Investor relations • Oakville Organics, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Papa Saverios, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • Jimmy John’s (Chattanooga), Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • Midwest Frozen Foods, Contract Financial Analyst / SFA-FP&AStrategic advisory, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Innovative Food Group, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Finding services • Cascade Springs LLC, Contract Financial Analyst / SFA-FP&AStrategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction • WareMill Grinding, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction • Grove Mechanical, Contract Financial Analyst / SFA-FP&ABusiness 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 • RuAuto, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Business Plan and Financial modeling in support of financing transaction, Valuation. • Smaller specialty auto dealer in Chicago, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction. • Private investor group, Contract Financial Analyst / SFA-FP&AFor acquisition of large auto dealership in northern Indiana. Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, negotiation with lender. • Grande Enterprises, Inc., Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence on Tier 1 auto manufacturer, Financial Planning & Analysis, Financial modeling in support of financing transaction • Private investor group, Contract Financial Analyst / SFA-FP&AFor acquisition of large, landmark retail liquor store in Chicago. M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, presentation to investor.
• 1/1990–present: Financial Analyst / SFA-FP&A/Consultant, NBFC, 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. • 1994–1995: Business Manager/Controller Pro-Tem, for Maneval Construction (Heavy-Highway Contractor). 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.
• 1993–1994, 1998: Business Manager/Controller, Transaction Advisor for Sound of Music (Business music services contractor). 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.
• Nelson Business Financial Consultants, LLC, Financial Analyst / SFA-FP&A / Consultantwww.nelsonbusiness.com. Developed Business Performance Manager, a powerful and 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. • High Rock Partners, Financial Analyst / SFA-FP&A / Consultantwww.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. • S-Net Communications, CFO/ Controller/ Strategic AdvisorResponsible 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. • SonisWeb (RJM Systems), Consultant, Financial Analyst / SFA-FP&ASell-side due diligence and transaction advisory. Developed a GAAP compliant revenue recognition model; assist with monthly postings and close. • Brammo, Financial Analyst / SFA-FP&A, Strategic AdvisorBack office and front-line support for debt and equity capital procurement. Raised $30MM. Also, planning, budgeting, forecasting, and accounting services. • Tracker Management Systems, Mgmt Consultant/fractional CFOImplementation 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. • Alltstate Insurance Co. (corporate headquarters), Financial Analyst / SFA-FP&A, Implementation ConsultantServed 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. • Admiral Tool, Financial Analyst / SFA-FP&A, ConsultantFinancial 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. • Maneval Construction, Business Manager/Controller Pro-TemFinancial, 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 of Music, Ltd., Business Manager/Controller, Strategic AdvisorFinancial, 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, ConsultantProvided financial consulting services to Fortune 1000 and middle market companies. Assignments have included various CFO, Financial Analyst / SFA-FP&A, and implementation consulting projects. • Geodesic Systems, Inc., CFOResponsible 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 AnalystAssisted in preparation of annual budget. Financial modeling of several acquisitions. (Temporary assignment through Parson Group) • Glunz Family Winery, Implementation ConsultantFinancial accounting and production software for wineries. Responsibilities included needs analysis, implementation, and training). • KFCB TV 42, Business Manager/ControllerResponsible 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. • Business Solutions, Inc., Account Executive and Implementation ConsultantProvided 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. • Corr Concepts, Inc., Account Executive and Implementation ConsultantProvided 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. • WCFC-TV 38, ControllerResponsible 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&AProject 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. • Allstate Insurance, Investment Accounting Department, Implementation ConsultantMajor investment accounting system implementation., Upon successful completion, was offered a fulltime accounting position. • 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. • ShareFile, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Financial Planning & Analysis, Strategic advisory, Financial modeling • Brooks Bell International, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Financial Planning & Analysis, Strategic advisory, Company budget, Financial modeling • Ciao Bella, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Company budget, Financial modeling • Carolina Auto Spa, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Strategic advisory, Company budget, Financial modeling in support of financing transaction, Costing • North Coast Jimmy Johns, Contract Financial Analyst / SFA-FP&ABusiness 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 Co., Contract Financial Analyst / SFA-FP&AFinancial modeling in support of financing transaction • Environmental Holdings Group, LLC, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction • GHC Mechanical, Inc, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, M&A Sellside due diligence • Herrmann Enterprises (Herrmann Tennis Academy), Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction, Bank/ Investor relations • Laserage Technology Corporation, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction • Lost Foods, LLC, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Sellside due diligence • Natural Direct, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Business plan, M&A Sellside due diligence, Financial Planning & Analysis, Company budget • ChildServ, Senior AccountantCompany budget, Accounting Operations, General Accounting, General Ledger Close / Close Process, Process Improvement / Optimization, Nonprofit Accounting • ArcaTech, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • DavaRay, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Business plan, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Educational Rehab, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Sellside due diligence, Financial modeling in support of financing transaction • General Cage, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction • Mid-Way, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction. • Micro Master, Contract Financial Analyst / SFA-FP&ABusiness 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 • Nexus Global Business Solutions, Inc., Contract Financial Analyst / SFA-FP&AFinancial modeling in support of financing transaction • Ockham Development Group, Inc., Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial modeling in support of financing transaction • American Support, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial modeling in support of financing transaction • Nuclear Security Services Corporation, Contract Financial Analyst / SFA-FP&AStrategic advisory, M&A Sellside due diligence, Financial Planning & Analysis, Company budget, Financial modeling in support of a transaction • Brightline Compliance, Contract Financial Analyst / SFA-FP&A M&A Sellside due diligence, Financial modeling in support of a transaction • Edgewater Community Council, Contract Financial Analyst / SFA-FP&ABusiness 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 • Carolina Fabricators, Contract Financial Analyst / SFA-FP&AStrategic advisory, Financial Planning & Analysis, Company budget, Financial modeling in support of financing transaction • One-Way Enterprises, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction. Developed an Excel-based microfinance model. • El Ranchito, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations • Lee’s Pizza Lodge, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • E-Scrap Disposal, Contract Financial Analyst / SFA-FP&ABusiness plan, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of a major contract bid • GMAA Acquisition, LLC, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, Business plan, Strategic advisory, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, Bank relations • Bolton Corporation, Contract Financial Analyst / SFA-FP&AStrategic plan, Financial Planning & Analysis, Business plan and financial modeling in support of financing transaction, Business Structure Change, Bank/ Investor relations • Oakville Organics, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Papa Saverios, Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • Jimmy John’s (Chattanooga), Contract Financial Analyst / SFA-FP&AM&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction • Midwest Frozen Foods, Contract Financial Analyst / SFA-FP&AStrategic advisory, Strategic plan, Financial Planning & Analysis, Financial modeling in support of financing transaction, Investor relations • Innovative Food Group, Contract Financial Analyst / SFA-FP&ABusiness entity valuation, IRR/ROI analysis, Strategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction, Finding services • Cascade Springs LLC, Contract Financial Analyst / SFA-FP&AStrategic advisory, Financial Planning & Analysis, Financial modeling in support of financing transaction • WareMill Grinding, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction • Grove Mechanical, Contract Financial Analyst / SFA-FP&ABusiness 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 • RuAuto, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Business Plan and Financial modeling in support of financing transaction, Valuation. • Smaller specialty auto dealer in Chicago, Contract Financial Analyst / SFA-FP&AFinancial Planning & Analysis, Financial modeling in support of financing transaction. • Private investor group, Contract Financial Analyst / SFA-FP&AFor acquisition of large auto dealership in northern Indiana. Business entity valuation, M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, negotiation with lender. • Grande Enterprises, Inc., Contract Financial Analyst / SFA-FP&ABusiness entity valuation, M&A Buyside due diligence on Tier 1 auto manufacturer, Financial Planning & Analysis, Financial modeling in support of financing transaction • Private investor group, Contract Financial Analyst / SFA-FP&AFor acquisition of large, landmark retail liquor store in Chicago. M&A Buyside due diligence, Financial Planning & Analysis, Financial modeling in support of financing transaction, presentation to investor.