M. Nicholas Sims, Cfa Email & Phone Number

Portsmouth, Nh, Us

Greater Boston

Home to the world's top operators. What are operators? What we do goes far beyond our titles. We are multidisciplinary and business-first, function second: finance, operations, strategy, technology and people. We are cross-functional, untethered to any one department — we are specialists in being generalists. Together, we build the fastest-growing and most innovative companies in the world.

Voltron Data offers a new way to design and build enterprise data systems using compostable, open source standards to lower costs, increase productivity, and offer flexibility in the preprocessing of AI and ML data. First and only finance hire at 150 person, Series A startup and I wear 3 hats: Controller, FP&A, and Strategic Finance.❯ Collaborate with external bookkeepers and financial consultants on the monthly close process.❯ Lead budget process and monthly variance analysis.❯ Business partner to the different departments around the organization (HR, IT, Legal, Sales, Engineering, etc.)❯ Own the financial operating model. Monitoring, analyzing, and forecasting revenue, expenses, and runway.❯ Prepare monthly department level dashboards and investor reports.❯ Partner with strategy and commercial teams to evaluate business development opportunities and risks.❯ Led the sourcing, negotiation, and implementation of travel and expense systems.❯ Constant focus on process improvement and future proofing financial processes and systems to quickly adapt to organizational changes.

Chicago, Illinois

- Lead cross-functional teams in developing and building internal performance analysis related processes and tools.- Analyze and interpret investment performance data to determine accuracy and reasonability of results. - Helped design, test, and launch proprietary performance attribution system.- Focus on workflow and process efficiencies that allow us to scale.- Collaborate with IT and Engineering teams to identify and troubleshoot system bugs/errors.- Analyze, present, and communicate investment performance to portfolio managers and other internal stakeholders.- Train and work with users on internal reporting capabilities.

Remote

A 0 --> 1 Cloud resource monitoring application that provides SMBs with actionable recommendations to reduce operational costs.Key Responsibilities:- Defining primary and secondary personas.- Conducting user interviews to shape personas, validate unmet needs, and discover pain points in the customer journey.- Creating user stories to aid in development of product features and roadmaps.- Pricing strategyCollaborated on:- Developing application design principles.- Documenting specifications and requirements for build.- Constructing phase 1 Spring backlog to utilize in Agile development.Artifacts:- Product Requirements Document (PRD)- Marketing Requirements Document (MRD)

Greater Chicago Area

• Create MS Excel reports for daily manger use• Identify high level and macro trends in workflow• Research and implement workflow procedures that increase analyst efficiency• Develop Excel VBA macros for partner use• Produce and analyze daily, weekly and monthly metrics of partner productivity, efficiency and staffing

Iowa City, Iowa

Technology and Telecom sector analyst, covering Mirocsoft and Cisco Systems. Duties included: •Forecasting economic and sector outlook•Cash flow modeling and Revenue decomposition•Relative and Fundamental P/E analysis•Calculating weighted average cost of capital•Share price valuation and Share price sensitivity analysis•Presenting analysis recommendation to Board of Directors

Education record

Recipient of the Dean's Service Awards 2021 Leadership: Vice President of Clubs - EW Kellogg Student Association Project work includes.

Finance, Finance

Activities and Societies: Iowa Men's Club Volleyball

Education record