Casey Nelson Email & Phone Number

Chief Financial Officer @ Syntec Optics

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Casey Nelson Location

Weston, MA, US

Casey Nelson Work

CFO Advisory Consultant @ (June 2024 - Present)
Chief Financial Officer @ (January 2024 - Present)
Board Member @ (November 2023 - Present)
Chief Financial Officer @ (December 2021 - December 2023)
Vice President @ (March 2017 - December 2021)
Sr. Director @ (January 2015 - February 2017)
Sr. Manager @ (January 2003 - December 2014)
Vice President of Managed Services @ (January 2001 - January 2002)
Tax Consulting Manager @ (January 1998 - January 2000)
Senior Tax Consultant @ (January 1994 - January 1998)

Casey Nelson Education

Questrom School of Business, Boston University
Master of Science in Information Systems
2001
Bentley University - McCallum Graduate School of Business
Master of Science in Taxation
1998
Fitchburg State University
Bachelor of Science in Accounting
1994
St. John's High School

Casey Nelson Skills

10K
Academic Achievement
Account Planning
Accounting
Annual Budgeting
Annual Planning
Attention to Detail
Auditing
Balance Sheets
Big Four Accounting Firms
Biotechnology
Board Administration
Board Level
Budgeting & Forecasting
Business Performance Management
Business Process Automation
Business Process Mapping
Business Tax Planning
CPA
Capital Raising
Cash Flow Statements
Cash Management
Chart of Accounts
Confidentiality
Consolidation
Consumer Products
Corporate FP&A
Corporate Finance
Corporate Tax
Critical Thinking
Data Architecture
Data Modeling
Data Visualization
Due Diligence
ERP Implementations
Emerging Trends
Entrepreneurship
Executive Leadership
Executive Team
Executive Visibility
Finance
Financial Analysis
Financial Data
Financial Leadership
Financial Literacy
Financial Metrics
Financial Performance
Financial Policies
Financial Regulations
Financial Reporting
Financial Statements
Fundraising
Generally Accepted Accounting Principles (GAAP)
Hiring
Implementation Experience
Income Statements
Income Tax
Internal Controls
International Tax
Inventory Accounting
Investment Decisions
Investor Presentations
Investor Relations
Issue Identification
Leadership
Management
Management Information Systems (MIS)
Mergers & Acquisitions
Negotiation
Operations Management
Process Redesign
Project Finance
Project Management
Project Planning
Reporting Requirements
Resource Allocation
Revenue Modeling
Revenue Recognition
Roadshows
Robotic Process Automation (RPA)
SEC Financial Reporting
SEC filings
Sarbanes-Oxley Act
Scenario Planning
Stakeholder Relations
Statutory Reporting
Tax
Tax Accounting
Tax Advisory
Tax Law
Tax Strategies
Tax Strategy
Team Leadership
Technical Accounting
Train Employees
Training
US GAAP
UiPath
Valuation Modeling
Working Capital Management
Microsoft Office
Management Consulting
Microsoft Excel
Sales
Sarbanes Oxley Act

Casey Nelson Summary

Casey Nelson, based in Weston, MA, US, is currently a Chief Financial Officer at Syntec Optics. Casey Nelson brings experience from previous roles at Amplify, Syntec Optics, OmniLit Acquisition Corp. and Affiliated Managers Group. Casey Nelson holds a Master of Science in Information Systems @ Questrom School of Business, Boston University. With a robust skill set that includes 10K, Academic Achievement, Account Planning, Accounting, Annual Budgeting and more. Casey Nelson has 3 emails and 2 mobile phone numbers on RocketReach.