Summary
Overview
Work History
Timeline
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Nick Wieczorek, CPA

Chicago,IL

Summary

Motivated, goal-oriented professional with a background in transaction advisory services and private equity. Nearly three years of transaction advisory experience providing buy-side and sell-side financial due diligence for strategic and private equity clients in the middle-market and lower-middle market. Prior to transaction advisory, over two years of public accounting experience providing assurance and advisory services to a variety of governmental, not-for-profit, and for-profit entities.

Overview

5
5
years of professional experience

Work History

Senior Consultant/Manager - Transaction Advisory

Plante Moran
03.2022 - Current
  • Conducted buy-side and sell-side financial due diligence procedures for middle-market and lower-middle market companies, including those with platform and add-on projects. The industries for these companies primarily consisted of manufacturing and distribution, business services, food and beverage, consumer products, and specialty healthcare.
  • Responsible for leading quality of earnings, net working capital, and other financial analyses. In addition, led a team of junior team members through all areas of the due diligence process and took ownership for their development and growth on the team.
  • Coordinated with clients, targets, investment bankers, and other advisors to execute transactions, managing project timelines and expectations of all parties involved to ensure an efficient and effective process.
  • Led numerous due diligence meetings with executive level management to develop a greater understanding of the business, unique accounting structures, and historical performance.
  • Produced and presented data books and accompanying financial due diligence reports to clients and executive level management personnel.
  • Analyzed financial data to identify potential EBITDA and net working capital adjustments. Identified GAAP and other non-GAAP related adjustments to EBITDA and assessed the potential impact on net working capital.
  • Maintained strong relationships with existing clients and attended various networking events developing new relationships with private equity firms, investment bankers, attorneys, and other advisors.

Staff Accountant/Senior Accountant

Sikich
01.2020 - 03.2022
  • Performed audits for governmental, not-for-profit, and for-profit entities.
  • Drafted client financial statements and supplemental reports following Generally Accepted Accounting Principals (GAAP).
  • Responsible for handling all aspects of the audit from planning, risk assessment, preparing work papers, making adjusting entries, to preparing financial statements in accordance with GAAP.
  • Performed audit work including detailed and substantive testing of all Balance Sheet and major Income Statement categories based on materiality.
  • Responsible for reviewing the work of staff accountants and interns on the team and communicating with these individuals on a daily basis to resolve any issues they may encounter.
  • Proactively managed communications among clients, syndicators, and the firm to ensure expectations of all parties are met in a timely manner.
  • Responsible for gathering bank statements and reconciliations, accounts receivable and account payable aging reports, and loan statements and closing documents in order to complete the audit.

Timeline

Senior Consultant/Manager - Transaction Advisory

Plante Moran
03.2022 - Current

Staff Accountant/Senior Accountant

Sikich
01.2020 - 03.2022

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Nick Wieczorek, CPA