Nick Jacoby

Vice President

Growth Operators9301 Nick Jacoby

Areas of Expertise

FP&A Assessment

Assesses and implements new FP&A processes/systems ensuring clients receive a complete set of models/tools.

Reporting & Modeling

Quickly understands the business; develops reports and models necessary to make quick data driven decisions.

Excel Modeling

Expertise to build complex models and macros from plug and play analysis to automatic report generation across multiple versions.


Experience

Vice President

Growth Operators

Senior Director

Growth Operators

Lead Sales Analyst

Polaris Industries

Senior Financial Analyst

Schwan's Home Service

Financial Analyst

Target

Education

MBA, Finance & MIS

University of Minnesota - Carlson School of Management

BS, Business Administration & Accounting

Michigan Tech University

Industry Experience

  • Retail
  • Saas
  • Medical Device
  • Consumer Goods
  • Construction
  • Consumer Services
  • Car Wash
  • Distribution / Transportation
  • Healthcare

Strengths

  • Strong Systems Aptitude
  • Excel Modeling (Including Macros)
  • Three Statement Modeling
  • Budgeting / Forecasting
  • Financial Reporting & Dashboarding
  • Business Partnership

Favorite Success Stories

Shutterstock Erosion Company HR

Providing a blueprint for real-time construction project profit improvement

Industrials

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Food shelf nonprofit

Finance transformation helps a Midwestern not-for-profit expand its mission to fight hunger.

Nonprofit

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INNOVIA

Elevating a medical device company’s performance with new metrics and KPIs.

Healthcare

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Cobblestone

Revving up an automotive service business for future acquisitive growth during a pandemic

Consumer & Retail

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