Returned clients to profitability and managed current profitability by utilizing strategic financial planning and management including: working capital analysis and forecasting, flexible budgeting and variance analysis and break-even forecasting and analysis. Implemented real time financial management processes and reporting which provided the catalyst for real time strategic decision making. Lead the adoption of a reporting system that allowed executives to make informed decisions on a profit center, department, location and company wide level. Successfully managed several ad hoc projects thru implementation including: twelve week cash flow prediction model, outsourcing agency analysis and recommendations, sales forecasting, planning and analysis tool, and lease/buy analysis for property acquisition. Reporting responsibilities include the oversight of cash forecasting and planning, Cash Flow Memo and Analysis, Period Financial Memo and Analysis presented to the President, Ad Hoc Analysis and Recommendations, measurement against KPI’s and overall P&L and Budget management at a department, location and companywide level.

"Independent Consultancy focused on: Strategic Financial Planning, Reporting and Analysis; Financial Restructuring; Financial Reporting Design and Implementation; Interim Executive Management; Capital and Resource Budgeting; Cash Flow Forecasting and Planning; Due Diligence, Working Capital Management; Business Planning & Start-ups; and Distressed Financial Management"

Navigated the Finance group through a mid-year enterprise wide system change including: planning, testing, implementation and adoption. Finance accomplished year end financial initiatives despite the migration by merging two accounting systems into a uniform reporting system. I am currently leading strategic initiatives for the Finance department in support of overall company vision, mission and objectives including: development of individual and department level objectives, strategies, tactics and objective management system to track progress and accomplishments. In addition to MBO and reporting/analysis responsibilities, I am also managing company wide strategic financial projects such as product matrix optimization and budget management system improvements. Reporting responsibilities include the oversight of cash forecasting and planning, Cash Flow Memo and Analysis, Period Financial Memo and Analysis presented to the President, Ad Hoc Analysis and Recommendations, measurement against KPI’s and overall P&L and Budget management at a

"Our Story
Over 25 years ago, Patti Nelson founded Q Research Solutions with the vision to be the best resource in the market research industry. We exemplify that vision today with the passion and dedication we provide to each and every one of our clients.

We believe that each client and project has individualized needs and deserves customized design and analysis to drive business solutions.

We continually invest in our people, technology and facilities to ensure we provide our clients with progressive thinking and cutting-edge resources.

Our commitment has been recognized with the honorable distinction of being a Honomichl Top 40 research company."

Successfully designed, implemented and documented several strategic financial reporting and analysis systems for clients and provided an “Outsourced CFO” level of support. The strategic approach to financial management was possible through: creation and evaluation of financial programs and reporting systems, setting forth financial objectives and managing to those objectives, developing action plans and support systems, specific financial planning such as budgeting, profit & loss analysis and accountability. Sound planning and objective management lead a 100% success rate on turnaround engagements. Strategic financial planning also included working capital management, including planning and presenting to banks, private equity and venture capital investors.

"Praxis Management Group is a "boutique" consulting firm specializing in turnaround management and strategic business planning. Praxis, along with its partners and associates, is managed and driven by seasoned professionals who understand the issues facing troubled companies. Each member of the team has hands on, proven experience that has given them the tools needed to construct a new plan toward profitability. Our track record consist of many success stories and proven methods that we have consistently delivered to our clients.


Praxis begins with a detailed discovery of all problems facing the client's company and devises a comprehensive plan to attack the situation and return the company to profitability. Praxis uses the phrase "profit engineer" to describe its role in turnaround and start-up situations. The development of the comprehensive plan will outline specific strategic and financial solutions and a time line for implementation."

Set forth a comprehensive strategic plan focused on the return to profitability and retention of earnings through: cost management, work-in-progress management, cash flow forecasting, disposing of underperforming units and/or partnerships, assessment of resources and assets and reconstruction of financial relationships. Implemented job-costing, pricing, resource scheduling and construction budget management action plans and control systems. Led multiple teams of employees in several discipline including: estimators, project managers, project coordinators, bookkeepers and administrative staff.

"Southern Building Systems is a General Contractor specializing in high-end custom homes and commercial properties. "

Managed multiple business clients with revenues ranging from $1MM to $50MM. Enabled clients the ability to make sound financial decisions through: period financial reports, auditing, business valuation, personal financial reporting and tax filing for partnerships, non-profits, corporations and individuals. Achieved a very high approval rating from managing partner on preparation of reports, valuations, audits (both private and government) and general finance/accounting consulting. Retained and experienced repeat business on 100% of the clients personally serviced while at the firm.

"A full-service accounting firm dedicated to providing clients with professional, personalized services and guidance in a wide range of financial and business needs."

Constructed, implemented and managed an Access database to aggregate open invoices, purchases orders and inventory churn as an interim step in the successful movement from manual-paper based system to an automated system. Built on the success of the Access database by implementing the move to QuickBooks in order to automate accounting system and provide real-time reporting and decision making ability. The increase reporting capabilities let to the establishment of Key Performance Indicators (KPI’s) for Sales, Purchasing and Inventory Management.

"Sunglass International, Inc is a designer eye wear retailer with stores in the Orlando International and Tampa International Airport. "

Successfully managed a team of 20+ quality analysts that provided the company detailed feedback and analysis that resulted in several million dollars of savings per year. Delivered actionable reports, presentations and metrics to up to Director level decision makers; resulted in the effective management of 7,000+ call center employees. Instrumental in launching the first Performance Enhancement Team (PET), specifically: development and implementation of initial call scoring guidelines for SUBP and Retention quality analysts and original Access Database used to track scoring (later converted to web based system). Represented the Performance Improvement Team during Sales Training for Call Center employees and provided direct feedback to Call Center Management on the effectiveness and utilization of the training.