Casey Nelson Email and Phone Number
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Casey has 20+ years of finance, tax, and technology experience. He has successfully supported public & private corporations, including optics and photonics companies, in design and transformation of their general accounting, financial close, consolidation, budgeting, and forecasting functions. He has worked in domestic and international areas, advising clients in finance and tax technology optimization projects, tax accounting, tax compliance, and IP planning. Casey has built a proven management track record of successful business transformation. Drawing upon steady leadership, determination, and strategic insight, Casey has leveraged financial and operational best practices as well as sound judgment in guiding teams through the intricacies of aligning organizational performance with corporate strategy. Most recently, as Vice President of Financial Systems at AMG (NASDAQ: AMG), he has worked with the executive management team on enhancing financial operations, business systems, regulatory reporting and business process improvements. Previously, he played a key role in SEC compliance for a spin-out of an optics and photonics division from a public company, which now has an over $1B valuation. During his tenure as a consultant, he provided guidance and consultation to CFOs and finance departments on internal control, regulatory reporting, taxation, financial due diligence and systems implementations. While at Deloitte, Casey instructed at many of Deloitte’s national technical training sessions covering international and domestic tax concepts and enterprise performance management solutions. Casey is a Certified Public Accountant and earned a Master of Science in Taxation from Bentley University’s McCallum Graduate School of Business and a Master of Science in Information Systems from Boston University’s Graduate School of Management.
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Chief Financial OfficerSyntec Optics Jan 2024 - PresentRochester, Ny, UsServing as CFO and driving instrumental change to support the transition from a private company to a public company. Aligning with external auditors and directing compliance efforts with tax authorities, and government and NASDAQ regulators. Establishing internal processes and procedures for financial success and operational excellence of the company to garner robust financial governance to create value for shareholders. As a board member, contributing to the company’s overall strategic direction and governance, ensuring the highest standards of financial integrity and corporate responsibility. -
Board MemberSyntec Optics Nov 2023 - PresentRochester, Ny, Us -
Chief Financial OfficerOmnilit Acquisition Corp. Dec 2021 - Dec 2023Oversaw the financial operations of a Special Purpose Acquisition Company (SPAC), drove successful merger with a target company in the optics and photonics industry. Played a vital role in investor roadshow, target assessment, strategic planning, financial management, and ensuring the company's financial health and regulatory compliance. -
Vice PresidentAffiliated Managers Group Mar 2017 - Dec 2021West Palm Beach, Florida, Us -
Sr. DirectorVirtusa Jan 2015 - Feb 2017Southborough, Ma, Us -
Sr. ManagerDeloitte 2003 - Dec 2014Worldwide, Oo -
Vice President Of Managed ServicesNetivity Solutions 2001 - 2002Us -
Tax Consulting ManagerErnst & Young 1998 - 2000London, Gb -
Senior Tax ConsultantPwc 1994 - 1998Gb
Casey Nelson Skills
Casey Nelson Education Details
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Questrom School Of Business, Boston UniversityMaster Of Science In Information Systems -
Bentley University - Mccallum Graduate School Of BusinessMaster Of Science In Taxation -
Fitchburg State UniversityBachelor Of Science In Accounting -
St. John'S High School
Frequently Asked Questions about Casey Nelson
What company does Casey Nelson work for?
Casey Nelson works for Syntec Optics
What is Casey Nelson's role at the current company?
Casey Nelson's current role is Board Member and Global C-suite Finance Leader.
What is Casey Nelson's email address?
Casey Nelson's email address is ca****@****amg.com
What is Casey Nelson's direct phone number?
Casey Nelson's direct phone number is (312)-486*****
What schools did Casey Nelson attend?
Casey Nelson attended Questrom School Of Business, Boston University, Bentley University - Mccallum Graduate School Of Business, Fitchburg State University, St. John's High School.
What skills is Casey Nelson known for?
Casey Nelson has skills like Tax Accounting, Tax, Financial Reporting, Tax Advisory, Accounting, Corporate Tax, Cpa, Financial Analysis, Sarbanes Oxley Act, Management.
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