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Nathan Funke profile image

Nathan Funke

Finance Manager at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/creativeplanningbusiness">Creative Planning Business Services</a>
Intro Book
Seasoned finance professional with a Master's degree in Accounting and experience in financial analysis, leadership, and corporate finance.
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Location
Cedar Rapids, Iowa, United States, US
Skills
  • Microsoft Excel
  • Accounting
  • Financial Accounting
  • Leadership
  • Powerpoint
  • Show all
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Bio

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Nathan Funke is a seasoned finance professional with a Master's degree in Accounting from St. Ambrose University, offering expertise in financial analysis, leadership, and corporate finance. He has worked in various roles, including Finance Manager, Senior Financial Analyst, and Financial Analyst, providing financial planning, budgeting, and forecasting services to organizations.

Experience

  • Creative Planning Business Services
    • United States
    • Business Consulting and Services
    • 500 - 600 Employee
    • Finance Manager
      • Nov 2023 - Present

    • Senior Financial Analyst
      • Aug 2022 - Nov 2023

    • Financial Analyst
      • Oct 2020 - Aug 2022

  • The HON Company
    • United States
    • Furniture and Home Furnishings Manufacturing
    • 500 - 600 Employee
    • Financial Analyst
      • Mar 2019 - Oct 2020

      • Oversaw the design, implementation, and calculation of HON’s forecasting process, accounting for order and sales trends from both the customer and product lens• Frequently met with the President and senior leadership to review the forecast, summarizing high-level sales trends and answering their questions and concerns • Designed short-term sales estimate process to highly predict the next quarter’s sales• Implemented accuracy review process and standardized financial metrics for better tracking and member insight

    • Sales Operations Analyst
      • Apr 2018 - Mar 2019

      • Oversaw the design, implementation, and calculation of the sales compensation plan for our bonus eligible sales members (~100 members)• Met with the senior leadership team to gain approval of the compensation payouts, presented on sales members performance and summarized the high-level sales trends in the business

  • HNI Corporation
    • Muscatine, Iowa
    • Financial Analyst - Rotational Program
      • Jun 2016 - Apr 2018
      • Muscatine, Iowa

      HON’s Finance Department, Dec 2017 – Apr 2018• Constructed product promotions and ran contract financials for the transactional portion of the businessHNI’s Corporate Finance Department, Jan 2017 – Dec 2017• Assisted the Director of Corporate Finance with the quarterly earnings call process and a...

  • HNI Corporation
    • Muscatine, Iowa
    • Finance & Accounting Intern
      • May 2014 - Aug 2015
      • Muscatine, Iowa

      Allsteel’s Bid Department, May 2015 – Aug 2015HON’s Geneva Plant, May 2014 – Aug 2014

  • Mediacom Communications
    • Moline, Illinois
    • Business Operations Intern
      • Sep 2013 - Apr 2014
      • Moline, Illinois

Education

  • 2015 - 2016
    St. Ambrose University
  • 2011 - 2015
    St. Ambrose University

Suggested Services

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Industry Focus. “Accounting and Auditing”

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