Nick Jacoby

Senior Director

Summary

Nick has over 10 years of combined experience working in accounting, IT, and corporate finance. His experience includes extensive reporting, dashboarding, and business intelligence work combined with traditional FP&A planning, forecasting, and budgeting. His experience is well-rounded as he’s supported many different areas in businesses, including merchants and distribution at Target, human resources and field leadership at Schwan’s, and field sales at Polaris. Nick enjoys partnering with strategic leaders to drive their business forward.

Areas of Expertise

Reporting & Dashboarding

I have extensive experience helping leaders make actionable decisions with the help of appropriate KPI’s visualized in dashboards and reports. I always take the approach of understanding the drivers of the business to develop KPI’s that can be truly used to make actionable decisions, not just provide numbers. Part of helping leaders understand the information is through visualizations, I build dashboards that are visually appealing and allow the data to tell a story.

Financial Analysis

The ability to think critically and provide non-bias recommendations is key to success as a finance leader. I have proven experience providing all types of analysis and provide recommendations on many different types of projects. A good analysis always starts with understanding that problem or goal and working towards the most efficient or most profitable decision. NPV analysis, business strategy decisions, and compensation analysis are just some of the types of analysis I have experience in.

Excel Modeling

Whether it's building out executive level reports, operational level reports, or complex financial models, excel can often times be the most cost-effective way to quickly publish a report or answer a question. I have many years of experience building complex reports, dashboards, and analysis in excel which includes an in depth understanding of macros within excel. I have used macros to complete repetitive tasks such as publish 1,500 versions of a report daily to a field sales organization. I have also created many robust analysis models that allow for plug and play type analysis.


Industry Experience

  • Retail
  • Food
  • Healthcare
  • Banking
  • Consumer Goods

Strengths

  • Reporting & Dashboarding
  • Financial Modeling
  • Strategic Thinking
  • Problem Solving

Experience

Lead Sales Analyst

Polaris Industries

Senior Financial Analyst

TCF Bank

Senior Financial Analyst

The Schwan Food Company

Financial Analyst/ Lead Financial Planning Analyst

Target

Business Systems Analyst

Boston Scientific

Education

MBA, Finance & MIS

University of Minnesota - Carlson School of Management

BS, Business Administration & Accounting

Michigan Tech University

Contact

Phone

Email

LinkedIn

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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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