Casey Nelson

Casey Nelson Email and Phone Number

Board Member and Global C-suite Finance Leader @ Syntec Optics
Casey Nelson's Location
Weston, Massachusetts, United States, United States
Casey Nelson's Contact Details
About Casey Nelson

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.

Casey Nelson's Current Company Details
Syntec Optics

Syntec Optics

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Board Member and Global C-suite Finance Leader
Casey Nelson Work Experience Details
  • Syntec Optics
    Chief Financial Officer
    Syntec Optics Jan 2024 - Present
    Rochester, Ny, Us
    Serving 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.
  • Syntec Optics
    Board Member
    Syntec Optics Nov 2023 - Present
    Rochester, Ny, Us
  • Omnilit Acquisition Corp.
    Chief Financial Officer
    Omnilit Acquisition Corp. Dec 2021 - Dec 2023
    Oversaw 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.
  • Affiliated Managers Group
    Vice President
    Affiliated Managers Group Mar 2017 - Dec 2021
    West Palm Beach, Florida, Us
  • Virtusa
    Sr. Director
    Virtusa Jan 2015 - Feb 2017
    Southborough, Ma, Us
  • Deloitte
    Sr. Manager
    Deloitte 2003 - Dec 2014
    Worldwide, Oo
  • Netivity Solutions
    Vice President Of Managed Services
    Netivity Solutions 2001 - 2002
    Us
  • Ernst & Young
    Tax Consulting Manager
    Ernst & Young 1998 - 2000
    London, Gb
  • Pwc
    Senior Tax Consultant
    Pwc 1994 - 1998
    Gb

Casey Nelson Skills

Tax Accounting Tax Financial Reporting Tax Advisory Accounting Corporate Tax Cpa Financial Analysis Sarbanes Oxley Act Management

Casey Nelson Education Details

  • Questrom School Of Business, Boston University
    Questrom School Of Business, Boston University
    Master Of Science In Information Systems
  • Bentley University - Mccallum Graduate School Of Business
    Bentley University - Mccallum Graduate School Of Business
    Master Of Science In Taxation
  • Fitchburg State University
    Fitchburg State University
    Bachelor Of Science In Accounting
  • St. John'S High School
    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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