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Jeff Nelson

Financial Strategist

  • LinkedIn

My Story

​Hi! I'm Jeff Nelson, and I’m passionate about finance, investment strategies, and leveraging technology to create smart financial solutions. 👋

I specialize in financial analysis, portfolio management, and using tools like Excel and Python to automate processes and optimize decision-making. Whether it's building financial models, analyzing market trends, or managing budgets, I’m dedicated to driving results with data and insights.

With a growth-oriented mindset and a focus on continuous improvement, I’m excited to help businesses navigate financial challenges and unlock new opportunities.

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Advanced Excel

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Financial Analysis

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Investments

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Personal Finance

01

Investment Analysis Project

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Conducted a financial analysis of multiple growth options, including facility upgrades, asset acquisitions, and new product launches. Key tasks:

  • Cash Flow Projections and Capital Budgeting: Used NPV, IRR, and payback period to assess investment viability.

  • Financing Options: Evaluated funding strategies like bonds, credit lines, and equity.

  • Recommendations: Provided insights on high-return investments aligned with growth targets.

02

SWOT Analysis

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Conducted a thorough SWOT analysis to evaluate the strengths, weaknesses, opportunities, and threats of the business.

Key focus areas included:

  • Strengths & Weaknesses: Identified internal capabilities and areas for improvement.

  • Opportunities & Threats: Analyzed market trends, competition, and external risks.

  • Strategic Insights: Provided actionable recommendations to leverage strengths and opportunities while mitigating risks.

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Tip Tracking Spreadsheet

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Developed a comprehensive Excel spreadsheet to track and manage tips for a high-volume bar. The tool automated daily tip allocation, providing transparency and fairness in distribution among staff. It featured:

  • Dynamic formulas for calculating individual earnings based on shift hours.

  • Built-in data validation for accurate reporting and minimal errors.

  • Visual summaries and charts to monitor weekly and monthly tip trends. This system improved accuracy, reduced manual calculations, and enhanced staff satisfaction.

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