Mitchell Nielson Email & Phone Number

Palo Alto, Ca, Us

San Jose, California, United States

3rd Rotation: Commercial Finance- Deals Desk: Americas Service Providers-Approved 200+ high-discount, non-standard sales deals worth $90M, working with account managers to ensure healthy margins, maintain consistent discount ranges, and recommend profitable, compliant adjustments, aligned with strategic initiatives2nd Rotation: Customer Experience- WW FP&A: Service Revenue Forecasting-Created monthly service revenue forecasts for key business segments, capturing $5M-$10M in net revenue-Conducted weekly and monthly forecast-to-actual variance analysis highlighting deal risks and forecast progress-Enhanced the daily revenue trends report by identifying key customer drivers contributing to variances, streamlining analysis and saving valuable time for management-Executed service revenue forecast loading into Hyperion, developed loading criteria, and enhanced data validation, reducing errors and improving efficiency1st Rotation: Business Entity Finance- Enterprise Routing: SW Metric Reporting-Developed ARR Linearity model to analyze in-quarter SW metrics trends, enhancing benchmarking and improving forecast accuracy, then adopted a Bottoms-up Model for calculating ARR based on inputs including renewal rates and new SW bookings-Compiled a comprehensive SW metric package detailing ATR, iQRR, attrition, new, expansion, and upsell, highlighting key drivers, top customers, and buying programs on both a QoQ and YoY basis. Monitored actual performance against forecasts and provided variance analysis.-Conducted analyses of 15+ deals to identify systematic errors, such as false attrition, and escalated findings to leadership and IT for resolution, resulting in improved reporting accuracy

San Jose, California, United States

Workplace Resource Finance-Developed a multi-scenario financial model for a 10-year campus plan at two major U.S. hubs, assessing NPV, P&L, and cash flow impacts to guide leadership in reducing building count and minimizing lab space renewal and rebuild costs-Optimized capital budget allocation by tracking budget-to-actuals, refining project scope, and identifying a more accurate vendor for cost projections, with recommendations supported by a DCF analysis to demonstrate financial impact-Extended asset lifespans by benchmarking Cisco's asset life and depreciation policies against industry standardsCustomer Experience (Services)- Americas FP&A: COGS Forecasting-Automated forecast-to-actuals quarterly budget report that improved financial reporting accuracy and time efficiency by 2+ hrs.-Awarded 1st place in the M&A business case competition: conducted pro forma forecasting, calculated company price valuations, and created slide deck containing research findings and other pertinent market/financial data which was presented to an executive panel

Lehi, Utah, United States

-Constructed a P2P marketplace industry database and visualizations to establish clear benchmark data to improve prospective IPO valuation-Organized SaaS spend related information into a centralized repository and implemented forecasting system to make precise software projections

Lehi, Utah, Estados Unidos

-Supported team of 7 interns to reach OKRs, interview candidates, help interns create personal development plans, and conduct onboard training-Managed top-performing team of interns for 11 consecutive weeks demonstrating a 35% increase in high-quality host conversion rates-Improved onboarding procedures, including a 60% more time-efficient delivery, resulting in a 55% increase in success rate within new interns’ first 2 weeks

Lehi, Utah, United States

-Individual KPIs leader in closed deals per day, number of calls per day, and host conversion rate to high-quality over 8-week period

Provo, Utah, Estados Unidos

-Built market analysis report and pitch deck on the Outdoor Advertising industry to present to investors and explore investment opportunities-Implemented new data set using Power BI to find multiples for 25+ years of public precedent transactions providing valuation purchasing ranges-Conducted buy-side prospecting for 300+ billboard acquisition targets that aligned with the investment strategy operating under $30M of capital-Facilitated communications with 50+ outdoor advertising companies interested in selling their assets to Clearstone resulting in 5 firm valuations-Researched potential exit opportunities for a billboard acquisition through geographic and firm specific analysis

Dallas, Texas, United States

-Developed a conceptual outline for the publication of an eBook and guide to personal finance.-Created five personal finance management workflows directed to early career professionals.-Project leader of a group of five individuals: led meetings, provided oversight on key deliverables, and maintained daily communication with the team and CEO.-Analyzed results from product research surveys and made recommendations for changes to product design.

Bachelor'S Degree, Finance

Activities and Societies: Finance Society- Corporate Finance & Deal Advisory Association- PE/VC Association- Business Strategy.

High School Diploma