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CFO (12+ years)/Financial Leader - CPA license (Active and Current) - Big 4 Public Accounting Firm Experience (KPMG) - MBA - Master's in Accountancy (Tax) - 25+ Years Progressive Experience - Financial LeadershipTwice Finalist for CFO of the Year (San Diego Business Journal) 2009 & 2011Proven ability to organize and build high performance accounting/finance teams. Strengths include:• Strong knowledge of GAAP• Strategic guidance• Financial modeling• Mergers & Acquisitions• Cash forecasts• Growth - Handling change• Budgeting• Mentoring - Building finance teams• Implementation of ERP systems• Management external consultants (Audit, Tax, Legal, Insurance, H/R)
Lily Tax, Inc.
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Managing DirectorLily Tax, Inc. Dec 2023 - Present
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Cfo ConsultantIb Cpa Jul 2019 - Nov 2023San Diego, California, UsAccounting and Tax PartnerResponsible for supporting several clients/companies with their accounting and tax needs• Assisted clients with Tax Compliance, Tax Planning and Tax Minimization.• Support and reviewed staff work.• Last Tax Partner retired. Brought me on to grow the business. -
Vp Finance/Accounting/TaxKellermeyer Bergensons Services, Llc Dec 2017 - Jun 2019Oceanside, Ca, UsResponsible for financial audit, consolidating affiliates, M&A transactions, all things Tax. Managed 6 direct.• Managed all details and significant issues associated with the 2016-2017 financial audit by KPMG. Privately held company, but desired to have audited financial statements. Performed these activities in Ohio, over 8 weeks.• Performed all Purchase Price Accounting entries for 6 acquisitions. Performed all NWC calculations and communicated with prior owners. (Found over $8M in additional cash repayments through solid M&A work. I’m really good with M&A transactions.)• Designed and drove a complete ERP restructure to support quick incorporation of acquired subsidiaries into the historical financial system. (Instead of separate accounting of sub’s in QuickBooks, now, those sub’s can be integrated into Epicor within days and all functions performed the One KBS Way)• Studied and recommended new accounting treatment around new Lease Accounting §842 – Giving the Company $5M in additional EBITDA profit year over year. (Had to battle KPMG, too. I beat the engagement partner and the whole firm, convincing them that my analysis was supported.)• Directly performed the Income Tax Provision for the audit and worked with the Deloitte to file all the tax returns, including several new subsidiaries. Over 150 different tax returns. (Lead 3 state sales tax audits and a multi-year IRS audit).• Developed new consolidating format for reporting to the board and banks (prior to complete ERP restructuring) -
Financial Consultant - Executive LevelSan Diego Blood Bank Apr 2017 - Dec 2017San Diego, Ca, UsBrought in to get financial and accounting records in order. Organized the accounting department. Reduced the time to close the monthly books. Re-established positive communications among all departments.• Reviewed and assisted in Year-end close and FY2018 Budget, clarifying inconsistencies and bringing additional light to main details to the board of directors• Developed several software efficiencies and upgraded their accounting software system• Mentored the accounting staff• Developed financial modeling and forecasting for certain For-Profit endeavors -
Chief Financial OfficerEquity Ag Financial Inc Jul 2015 - Apr 2017Responsible for all financial, forecasting, cash planning, budgeting, private reporting (GAAP), accounting, tax matters, payroll, treasury functions, IT, HR & risk management (insurance). Managed 3 direct.• Immediate impact on company cleaning up past accounting errors & filing $100K in cash savings on tax filings• Reorganized several internal member companies for proper reporting & creating efficiencies• Performed all tax return filings & tax planning, saving the company money & being more timely -
Chief Financial OfficerIndyme Solutions May 2012 - Jul 2015San Diego, Ca, UsResponsibilities: Financials, forecasting, cash planning, budgeting, private reporting (GAAP), accounting, tax, payroll, treasury, risk management.• Led company to 35% revenue growth and 250% profit growth in first year• Implemented cost accounting and variance accounting into their manufacturing system• Found several incorrect accounting methods being used - all corrected• Developed new Management Reporting Packets - so management could easily get the financial details (KPI's) that could help them make the best decisions for the company -
CfoYoungevity Essential Life Sciences Oct 2009 - Apr 2012Responsible for all financials, SEC reporting, legal, human resources, accounting, and tax matters. Also, responsible for inventory and warehouse integration, treasury, risk management, payroll and facilities management. Ensured GAAP compliance, international subsidiaries and integrity of accounts. Directed company’s initial financial audit. Managed 6 direct.• Took company Public• Improved bottom-line profits by 15 times (1500%)• Grew top-line revenues by 135%• Acquired 11 companies in the 2 years!• Took them into 4 other states and internationally (Began operations in The Philippines)• Found and implemented a new ERP System (off QuickBooks into a true ERP system) -
CfoVocel, Inc. Jan 2005 - Sep 2009Responsible for day-to-day operations of the business: financials, accounting, legal, H/R, treasury, insurance, office lease and tax matters. Start-up company. Worked with Venture Capital Investors.• Increased annual revenue year-over-year by 300% for 3 years• Raised $18M from strategic investors• Implemented cost cutting policies thus improving bottom-line by 50%, extending the life of the company
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Tax ManagerIntuit Jul 2002 - Jan 2005Mountain View, California, Us• SEC 10K & 10Q calculations and disclosures• Mergers, acquisitions, and divestitures• IRS audits and several state audits• Integral part of an ERP system upgrade - Oracle• SOX 404 -
Supervising Senior Tax AnalystKpmg Us Feb 1998 - Jul 2002New York, Ny, Us• Large consolidated, multi-state, multi-national Corporations• S-Corporations, Partnerships, Trusts, REIT Corporations and Individuals• Mentored and trained new employees -
AuditorCity Of San Diego Jun 1995 - Feb 1998San Diego, Ca, UsAudited companies for compliance to City tax laws (Like an IRS Auditor)
Chris Nelson Skills
Chris Nelson Education Details
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San Diego State UniversityAccounting -
San Diego State UniversityAccountancy - Emphasis In Taxation
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San Diego State UniversityAccounting
Frequently Asked Questions about Chris Nelson
What company does Chris Nelson work for?
Chris Nelson works for Lily Tax, Inc.
What is Chris Nelson's role at the current company?
Chris Nelson's current role is CFO | Financial Leader | CPA | MBA | Strategic | M&A | Big 4 Public.
What is Chris Nelson's email address?
Chris Nelson's email address is cn****@****ess.com
What is Chris Nelson's direct phone number?
Chris Nelson's direct phone number is +151234*****
What schools did Chris Nelson attend?
Chris Nelson attended San Diego State University, San Diego State University, San Diego State University.
What are some of Chris Nelson's interests?
Chris Nelson has interest in Social Services, Education, Children.
What skills is Chris Nelson known for?
Chris Nelson has skills like Strategic Planning, Management, Small Business, Accounting, Leadership, Team Building, Mergers And Acquisitions, Entrepreneurship, Finance, Auditing, Financial Analysis, Budgets.
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