Alex Nelson Email and Phone Number
Dynamic CFO | Championing Financial Leadership & Innovation | Enhancing Commercial Finance & Investor Relations✅ Brings 20 years of navigating the financial landscapes to create new business opportunities and establish strategic partnerships for small startups and large corporations. ✅ Strategic leader with extensive commercial finance, M&A, forecasting, and budgeting expertise. ✅ Proficient at analyzing complex balance sheets and uncovering underlying issues swiftly, driving efficient and effective solutions. ✅ Possesses a keen financial intelligence that cuts to the core of challenges, enabling strategic decision-making and fostering growth.Key Career Highlights:⭐ Founded and sold three small businesses for profit. Knowledge of entrepreneurial struggles and successes. ⭐ Closed over $200M in loans and over $30M for private clients in the consulting business. ⭐ Negotiated a complex acquisition involving two separate ownership groups, expanding both companies' sales by over 100% in less than 18 months.Education🎓 Bachelor of Science in Business Administration and Leadership – Concordia University School of Management 🎓Commercial & Industrial Finance Program – Western Banking School, University of Nevada Community EngagementMake It Foundation, Portland, Oregon🔹 Founder, President & Finance Committee Chair, Executive Committee Chair: 2018 – PresentKnights of Columbus🔹 Fourth Degree Knight: 2022 – PresentCore CompetenciesFinancial Planning | Risk Management | Strategic Forecasting | Budgeting | Financial Analysis | Cash Flow Management | Capital Allocation | Financial Reporting | Compliance | Real Estate Strategy | M&A |
Impact Capital Management, Llc & Pdx Small Business Impact Fund, Llc
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Chief Executive OfficerImpact Capital Management, Llc & Pdx Small Business Impact Fund, LlcPortland, Or, Us
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Fractional CfoImpact Cfo Services Jul 2024 - PresentPortland, Oregon, United States
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PresidentMadison Furniture Inc. Sep 2021 - PresentPortland, Oregon, United StatesRaised private equity to acquire two manufacturing companies, overseeing all daily finance and accounting systems in a $5M combined organization. Negotiated a complex acquisition involving two separate ownership groups, expanding both companies' sales by over 100% in less than 18 months. Recruited new employees in key management and production positions, growing the headcount to over 40 while enhancing operational efficiency and leadership capabilities. Achieved an increase in profits and a rise in company equity values, significantly improving the entities' financial health and market valuation. Developed and implemented risk management strategies to safeguard the organization's financial health. Strategically prepared the sale of the entities to strategic investors, expected to be completed in 2024.
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Director Of Stewardship And DevelopmentArchdiocese Of Portland In Oregon Mar 2023 - Jun 2024Portland, Oregon Metropolitan AreaMentored and managed a team of four fundraising professionals to support several diocesan departments with fundraising and development, including managing two annual diocesan-wide fundraising campaigns. Increased departmental fundraising revenue by assisting several diocesan departments with strategic fundraising and development efforts. Collaborated closely with diocesan finance and accounting teams to provide education and guidance to parishes and improve financial management practices, leading to significant cost savings. Coordinated complex fundraising projects with over 20 parishes and schools, collectively raising substantial funds and enhancing community engagement. Served on the Catholic Schools Endowment Fund, Building Commission, and Marketing Committee, driving strategic decisions that increased endowment funds through improved marketing outcomes. Raised additional funding and increased outreach by organizing fundraising events for other departments and facilitating mission visits from apostolates and religious orders. Provided expert advice for several key construction projects at parishes and schools to ensure cost savings. -
Chief Executive OfficerImpact Capital Management, Llc & Pdx Small Business Impact Fund, Llc Aug 2016 - Dec 2022Portland, Oregon Metropolitan AreaFounded and managed a fund, deploying $3.5M in debt and equity investments in the Portland area. Delivered strategic management consulting services to small businesses in Northwest Oregon focused on increasing profitability and generating cost savings through key financial analysis. Presented detailed project analyses to diverse investor groups, contributing to the allocation of capital. Assisted local small businesses in securing over $20M in project financing, enabling expansion and growth. Implemented data-driven investment strategies that achieved positive returns while enhancing the financial health of the fund and its beneficiaries in the Portland market. Transitioned to full-time operational management after acquiring two manufacturing companies, overseeing their integration, and closing the fund.
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Vice President & Business LenderCraft3 Jan 2015 - Aug 2016Portland, Oregon Metropolitan AreaManaged and grew a portfolio of alternative credit facilities for Portland area small businesses. Left to establish a private investment fund. Conducted financial analysis and risk assessment to provide credit for Oregon small businesses, primarily minority owned businesses. Fostered relationships with key stakeholders, including small business owners, investors, and financial partners. -
Vice President & FounderAccelevant, Inc. Jan 2012 - Jan 2015Vancouver, Washington, United StatesProvided detailed analysis of finance and investment opportunities for corporate partners and clients. Managed a team of accounting professionals focused on enhancing service quality. Increased revenue by devising effective business plans, financial strategies, and accounting frameworks. Directed real estate expansion planning and negotiations leading to the acquisition of new properties. Advised on mergers and acquisitions that generated cost savings and revenue synergies. Provided detailed financial analysis that increased investment returns for corporate partners and clients.
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Vice PresidentColumbia Bank Mar 2008 - Mar 2013Longview, Washington, United StatesManaged and grew a portfolio of business banking clients, providing them with tailored financial solutions. Responsibilities include assessing client needs, underwriting loans, and developing strong client relationships to ensure satisfaction and retention. Developed strong analytical skills, excellent communication abilities, and a deep understanding of commercial banking products and services. -
Assistant Vice PresidentCowlitz Bank Jan 2006 - Mar 2008Longview, Washington, United States -
Real Estate Banking OfficerTwin City Bank Apr 2003 - Mar 2006Longview, Washington, United States
Alex Nelson Education Details
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Business Management, Finance, & Leadership -
Western Banking SchoolCommercial Credit
Frequently Asked Questions about Alex Nelson
What company does Alex Nelson work for?
Alex Nelson works for Impact Capital Management, Llc & Pdx Small Business Impact Fund, Llc
What is Alex Nelson's role at the current company?
Alex Nelson's current role is Chief Executive Officer.
What schools did Alex Nelson attend?
Alex Nelson attended Concordia University-Portland, Western Banking School.
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Alex Nelson 🦢
New York, Ny -
Alex Nelson
New York, Ny2prologis.com, usfca.edu
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