Jeff Nelson Finance
A Bit About Me
Hi, I'm Jeff Nelson—a finance enthusiast and dedicated professional with over 10 years of management experience. I am passionate about continuous learning and self-improvement, which has led me to develop strong skills in financial analysis, investment strategies, and computer programming. My expertise lies in portfolio management, financial reporting, and budgeting, where I apply both advanced Excel techniques and Python automation to drive efficiency and results.
Throughout my career, I’ve led teams, optimized operations, and used data-driven insights to help businesses and individuals achieve financial success. I enjoy breaking down complex financial concepts, building strategic models, and turning data into actionable solutions.
I’m driven by a growth-oriented mindset and always eager to apply new knowledge and skills. Whether I’m analyzing financial trends, developing models, or streamlining workflows, my focus is on delivering measurable results. If you’re here to learn more about me or collaborate on financial projects, I look forward to connecting!
Work Experience
Financial Strategist
The Miliare Group
March 2024 - Present
Bartender
Skylight Bar
April 2023 - March 2024
Manager/Bartender
Neighbors Bar and Grill
February 2022 - April 2023
As a Financial Strategist, I provide tailored financial planning and investment strategies to help clients grow their retirement savings and optimize their financial portfolios. My role involves creating data-driven financial models, conducting risk assessments, and delivering customized life insurance solutions that align with long-term financial goals. By leveraging my expertise in financial analysis and asset allocation, I help clients achieve measurable improvements in their financial outcomes.
At Skylight Bar, I played a crucial role in optimizing operations and enhancing the customer experience, driving a 250% increase in sales. I implemented a streamlined scheduling and tip-tracking system that improved transparency and efficiency, and I contributed to menu enhancements that increased overall customer satisfaction. I also handled daily cash management, ensuring accurate revenue tracking and financial reporting.
In this dual role, I helped launch and grow Neighbors Bar and Grill into a multi-million-dollar establishment. I focused on building strong customer relationships, managing financial accuracy during cash handling, and providing leadership to the bar staff. My efforts contributed to the successful growth and smooth operation of this popular venue.
General Manager
John A's Restaurant
August 2020 - January 2022
As General Manager, I led a complete bar renovation that resulted in a 700% increase in sales. I was responsible for overseeing staffing, financial operations, and inventory management. I successfully negotiated with vendors to reduce costs and enhance profit margins while organizing high-profile events that boosted additional revenue by 200%. My ability to streamline processes and improve operational efficiency played a key role in the restaurant's financial turnaround.