Andrew H. Arnold, E.A. M.B.A. Email and Phone Number
Andrew H. Arnold, E.A. M.B.A. work email
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Andrew H. Arnold, E.A. M.B.A. personal email
Andrew H. Arnold, E.A. M.B.A. phone numbers
Over the past 15 years, I have specialized as a business executive, managing the finances and operations of 5 – 35 person organizations. My experience has exposed me to: contract writing & negotiation; financial analysis, modeling, and valuation; tax & financial planning; bookkeeping & budgeting; organizing HR, payroll, and benefits; risk management; and, process implementations. At my previous role, I combine these experiences with my passion for technology to cultivate a dedicated multi-disciplinary community toward the goal of revolutionizing the way we handle Talent Management, Training, and Human Capital.Currently, I am an Enrolled Agent who has acquired an MBA with Merit in Finance Focused International Management. Over the last decade of managing businesses, I: helped more than double the size of a business; brought them through M&As; generated a tax asset worth over 15% of annual revenue; and, implemented HR systems and Accounting systems to scale businesses for the future. I run my own consulting firm, MetaTax Advisors, LLC, where I preform part time financial functions, prepare returns, and optimise operations for small business partners. Need a part time CFO? Say hi here!
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Managing DirectorBlue River Corporations Jul 2013 - PresentBlue River, Bc CanadaAs Director, I: draft, negotiate, and execute contracts; analyse deals and the companies’ returns; and, implement strategies for running the business more effectively. I also bookkeep, manage the insurance, and liaise with our various stakeholders to ensure compliance with both the US and Canada. Currently, I am defraying costs by consolidating the 5 companies in a Tax-Free reorganisation on both sides of the border.
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Accountant & Financial EngineerBlue River Corporations Jun 2007 - Jun 2013Blue River, B.C. CanadaWhen I first joined, I was tasked with implementing an accounting system into the gas station owned by one of the corporations, as inventory levels were understated and products were not being ordered effectively. The system was computer based; however, it involved typing in commands, requiring additional training for our manager. To make the system more efficient, I implemented software that was: intuitive for managers; provided warnings and placed orders when inventory levels were low; and, improved reporting functionality, such as producing financial statements. This drastically lowered the number of instances in which a product was not ordered in a timely fashion, and allowed the owners to have a better understanding of how the business was operating. The stakeholders liked my work so much, they asked me to be director in 2013.
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Managing Director | Consulting CfoMetatax Advisors, Llc Jul 2013 - PresentMy almost decade old consulting business, where I help small businesses with their operations, accounting, and taxes. Eduworks originally hired MetaTax Advisors, LLC as the SME building auditing software for the big 4 in the UK, before hiring me full time to run their operations and finances. Since leaving full time employment with them, I have returned to consulting for small businesses, assisting in streamlining operations part-time, building a small tax practice, and advising growing tech companies.
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Manager - Turbotax LiveIntuit Jan 2021 - Sep 2023As a Seasonal Manager at Intuit, I manage a group of 450 tax experts, with 35 direct reports for whom I manage KPIs. While a Seasonal Manager, I spearheaded business group wide learning initiatives, almost halving internal assistance requests within our unit. Being a manager of remote employees, I have refined my relationship skills so that I can both motivate and monitor my team effectively, having above 96% overall satisfaction metrics from my direct reports, lower than average attrition, all while nurturing a team with top quartile productivity metrics. -
Tax Expert LeadIntuit Nov 2020 - Dec 2020I researched complex tax issues to assist Tax Experts in answering nuanced questions
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Tax ExpertIntuit Mar 2020 - Oct 2020New York, New YorkI field calls from clients across the globe to assist them with complex tax issues.
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Director Of Finance And Operations | AdvisorEduworks Corporation May 2015 - Jul 2023As Director of Finance, I: helped double the size of the business; generated a tax asset worth over 15% of annual revenue; led us through an M&A; wrote corporate documents to start a subsidiary; drafted our contractor agreements, NDAs, and PIIAs; negotiated with other firms over their legal documents; modeled and conducted accounting for the DCAA rate reporting, audits, and financial statements; derived budgets and costing for projects and proposals; implemented HR and accounting systems; and, outsourced non-key functions. As an Advisor, shareholder, and former senior management, I assist in financial duties, business development, and operational strategy. As Eduworks is always looking for strategic partners to grow our platforms, please visit our links below to learn more about our competency based training systems and format agnostic adaptive e-learning tools! -
Tax Expert & Tax TeacherH&R Block Dec 2010 - Apr 2015With my investment background, I specialized in doing schedules A-E for high net worth clients. I know Spanish, so I saw the Spanish banking expats, since I can read their returns. I also had clients living in London whom I did US returns for. In the falls, I taught classes for schedules B, D, and E, where we discuss tactics for dealing with passive income and how to help advise clients on minimizing their tax burden. As an Enrolled Agent, my boss had me give advice blurbs that were aired on the radio, as well as having me conduct tax talks in the NY Public Library. -
Wealth AnalystGenesis Asset Management Jan 2012 - Aug 2013Greater New York City AreaMy position here was more research oriented. I researched investment vehicles and insurance products for a broad range of clients, whilst analyzing equities, examining client portfolios, and suggesting changes using Morningstar. It was a small company so I utilized Quick Books for company accounting and Red Tail to increase CFP productivity.
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Vice PresidentSimons Financial Network Sep 2009 - Jan 2012• Interacted with clients to assess their issues & create solutions• Managed company staff to increase efficiency and CFP productivity• Implemented online advertising, integrating social media, blogging, and embedded ads
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Investment AnalystSimons Financial Network Sep 2009 - Jan 2012• Governed client portfolios and researched investment products• Determined asset allocations while incorporating client values & goals• Managed client bookkeeping, bill paying, budget reporting, and tax planning• Interacted with clients to assess their issues & explain how investment products work
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Junior Analyst: Strategy And Planning Team London, United KingdomBarclays Bank Jun 2006 - Aug 2006• Produced presentations on outsourcing and offshoring strategies for executive consideration
Andrew H. Arnold, E.A. M.B.A. Skills
Andrew H. Arnold, E.A. M.B.A. Education Details
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International Management With Finance Focus -
Chemical Engineering -
High School Deploma
Frequently Asked Questions about Andrew H. Arnold, E.A. M.B.A.
What company does Andrew H. Arnold, E.A. M.B.A. work for?
Andrew H. Arnold, E.A. M.B.A. works for Metatax Advisors, Llc
What is Andrew H. Arnold, E.A. M.B.A.'s role at the current company?
Andrew H. Arnold, E.A. M.B.A.'s current role is Managing Director | Business Executive | Tax Consultant.
What is Andrew H. Arnold, E.A. M.B.A.'s email address?
Andrew H. Arnold, E.A. M.B.A.'s email address is an****@****uit.com
What is Andrew H. Arnold, E.A. M.B.A.'s direct phone number?
Andrew H. Arnold, E.A. M.B.A.'s direct phone number is +164665*****
What schools did Andrew H. Arnold, E.A. M.B.A. attend?
Andrew H. Arnold, E.A. M.B.A. attended Royal Holloway, U. Of London, Columbia University - Fu Foundation School Of Engineering And Applied Science, Collegiate School.
What are some of Andrew H. Arnold, E.A. M.B.A.'s interests?
Andrew H. Arnold, E.A. M.B.A. has interest in Teaching, Product Creation And Development, Skiing, Entrepreneurship, Snowboarding, Chorus, Biking, Taxes, Bikram Yoga, Lacrosse.
What skills is Andrew H. Arnold, E.A. M.B.A. known for?
Andrew H. Arnold, E.A. M.B.A. has skills like Microsoft Office, Morningstar, Maya, Quickbooks, Entrepreneurship, Management, Tax Advisory, Teaching, Finance, Analysis, Investments, Strategic Financial Planning.
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