Jeff Nelson Finance
Skills
Financial Analysis and Modeling
Microsoft Excel and Google Sheets Expertise
Data Analysis and Visualization
Programming and Database Management
Investment Strategies and Portfolio Management
Personal Finance
Financial Analysis and Modeling
I excel at building detailed financial models and conducting in-depth financial analysis to guide critical business decisions. My expertise includes cash flow analysis, budgeting, profitability assessments, and evaluating investments using financial metrics like Net Present Value (NPV) and Internal Rate of Return (IRR).
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In addition to developing models for financial forecasting and scenario analysis, I regularly perform in-depth financial evaluations of companies, focusing on their current performance and identifying key trends. I calculate and analyze a range of financial ratios—including liquidity, profitability, and leverage ratios—to assess a company’s financial health. This comprehensive analysis helps me gauge a company’s operational efficiency, risk exposure, and growth potential.
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By leveraging historical data, industry benchmarks, and forward-looking projections, I provide actionable insights that help businesses optimize their operations, manage financial risks, and seize growth opportunities. Whether for corporate finance or investment analysis, my financial models and ratio analysis offer a solid foundation for making informed, data-driven decisions.
Microsoft Excel and Google Sheets Expertise
I am adept at both Microsoft Excel and Google Sheets, using their advanced features to build complex financial models, automate workflows, and perform in-depth data analysis. My skills include not only basic functions like Pivot Tables and VLOOKUP but also more advanced formulas such as INDEX/MATCH, ARRAYFORMULA, and SUMPRODUCT, allowing me to handle intricate calculations and create dynamic models that adapt to changing data.
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One of my key strengths is building sophisticated spreadsheets that automate tasks and reduce manual work. I regularly use Macros and VBA in Excel, along with Google Apps Script in Sheets, to streamline processes and eliminate human error. This allows me to automate everything from data entry to report generation, significantly improving efficiency and accuracy.
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I also specialize in creating interactive dashboards and visualizations, using charts, conditional formatting, and custom functions to present key financial metrics and trends. By incorporating advanced formulas like IFERROR, OFFSET, and QUERY, I ensure that my spreadsheets are not only robust but also flexible, capable of handling large datasets and evolving business needs.
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Whether for financial modeling, cash flow forecasting, or data-driven decision-making, my expertise in Excel and Google Sheets enables me to build powerful tools that deliver clear insights and save time.
Data Analysis and Visualization
I specialize in turning complex datasets into clear, actionable insights using tools like Power BI, Python, and Google Sheets. By leveraging advanced data analysis techniques, I can clean, manipulate, and organize data, helping businesses uncover trends and make informed decisions.
In Python, I use libraries such as Pandas and Matplotlib to handle complex data processing and visualization, providing deeper insights through automated analysis. My expertise in Power BI allows me to create dynamic, interactive dashboards that highlight key performance indicators (KPIs) and track business performance in real time.
While I use Excel and Google Sheets for simpler data manipulation and reporting, my focus is on creating powerful data-driven visualizations through more specialized tools. With Power BI, I integrate various data sources and create slicers, charts, and graphs that give users the ability to explore data in a visually intuitive way.
Whether analyzing financial performance, operational metrics, or market trends, my approach to data analysis and visualization helps organizations identify key insights and make better decisions.
Programming and Database Management
I have strong proficiency in both Python and SQL, which I use to automate tasks, manage data, and create efficient solutions for handling complex financial and operational processes. My programming skills allow me to streamline workflows and optimize data analysis, making repetitive tasks faster and more accurate.
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In Python, I leverage libraries like Pandas and NumPy to manipulate data, perform complex calculations, and automate processes such as report generation and data cleaning. I also use Python for creating custom scripts that help automate repetitive financial tasks, improving efficiency and reducing the risk of errors.
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My SQL expertise enables me to manage and query large datasets from various databases. Whether it’s pulling data for analysis, creating custom queries, or building structured reports, I use SQL to ensure that data is accessible and organized in a way that supports decision-making. I’m experienced in designing and optimizing database schemas to enhance performance and ensure efficient data storage and retrieval.
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By combining Python for automation and SQL for database management, I’m able to develop comprehensive, data-driven solutions that enhance operational efficiency and ensure data integrity.
Investment Strategies & Portfolio Management
I have a strong understanding of options trading and frequently use strategies such as selling calls and puts, along with more intricate option strategies like strangles, straddles, and ratio spreads. Managing my own portfolio and tracking the markets daily allows me to analyze trends and make data-driven investment decisions, with a focus on maximizing returns while carefully managing risk.
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I track key market indicators such as Volatility, Expected Move, Beta, and Theta to inform my trading decisions. I take a hands-on approach, calculating these markers on my own and developing a deep understanding of market movements. To enhance efficiency, I built a software solution that automates much of this process, allowing me to scan the markets for investment opportunities more effectively.
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By combining options strategies with comprehensive market analysis, I continuously optimize my portfolio and stay ahead of market trends, all while managing risk through disciplined and calculated decision-making.
Personal Finance
I am passionate about personal finance and love helping others develop strategies to achieve financial stability and long-term wealth. Whether it's creating budgets, managing debt, or planning for retirement, I enjoy working closely with individuals to craft personalized financial plans that align with their unique goals and needs.
I focus on guiding people through practical solutions for budgeting, saving, and optimizing their finances for both short-term goals and long-term success. By helping others understand key concepts like credit management, debt repayment, and retirement savings, I empower them to take control of their financial future.
Beyond helping others, I actively manage my own finances, setting personal goals and tracking progress toward building wealth. My passion for personal finance drives me to continuously explore new strategies and tools to improve financial well-being, and I take great pride in helping others do the same.