James Nelson, Cpa Email and Phone Number
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MY STORY: I am a finance business professional with 14+ years of progressive experience spanning multiple industries and organizations of all sizes. The evolution of my career has taken me beyond finance to all areas of the business where I can assist in solving challenges, identify new opportunities and improve existing operations. I help businesses and organizations embrace change by starting with WHY.Most recently my focus has been positioning small and medium sized businesses for growth. I bring a discipline approach that begins in the finance office by creating and formalizing processes around the core accounting functions. With more timely and accurate financial information, I ensure the financial statements reflect the business and work with leaders on how to focus and maximize opportunities in their business units. In the end, you get a business making proactive strategic decisions. With a streamlined finance team, I can spend my time on new business, problem solving and employee development. WHAT MAKES ME DIFFERENT: I have a rare skill set that includes a robust financial background, high emotional intelligence, strong communication skills and authentic employee first leadership style. I help the business move forward by supporting my colleagues and encouraging growth through failure and curiosity. As a leader, I try to simplify and focus on people, process, and data to grow the business. WHO AM I: High powered professional with a passion to drive change and challenge the status quo. I believe in instilling the desire to risk failure for progress that empowers the workforce to grow and innovate. As a team leader, I know complex issues are solved through critical thinking and team collaboration. I am respected among my peers for long-term planning and building partnerships that build trust through inclusion and transparency. My experience has allowed me to develop the unique skill set of overseeing the day to day financial operations while still focusing on the long-term strategic growth of the organization. AREAS OF EXPERTISE: Financial Planning & Analysis, Budget, Forecast, Annual Operating Plan, Finance, Cash Management, Treasury, Capital Planning, Long-term Business Planning, Valuation, Project Management, Internal Controls, Risk Management, System Implementation, Talent Development, Human Resources, Communicator, Hyperion, Dynamics GP, PeopleSoft, Not for Profit, For Profit, Public AccountingStrengthsFinder Top 5: Achiever, Competition, Adaptability, Communication, Restorative
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Finance DirectorHerb Brooks FoundationMinneapolis, Mn, Us -
Chief Financial OfficerBeeple Mar 2022 - Present• Drive Financial Strategy: Lead the organization’s financial strategy to achieve and sustain long-term financial goals• Provide Forecasting and Advisory: Advise on long-term financial planning, business forecasts, compensation strategies, and contract management to align with organizational goals• Direct Financial Operations: Manage treasury functions, financial analysis, budgeting, and planning processes to ensure effective allocation of resources• Oversee Compliance and Reporting: Oversee reporting, tax preparation, and compliance for a range of entities, including corporations, partnerships, nonprofits, and individual accounts• Implement Core Processes and KPIs: Establish and optimize core financial processes, KPIs, and best practices to enhance efficiency, especially in start-up environments• Manage Major Organizational Projects: Lead the planning and execution of significant projects, ensuring alignment with strategic goals• Administer Human Capital Management (HCM): Oversee the HCM system to streamline the employee life cycle on a unified platform, enhancing workforce management
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Finance DirectorHerb Brooks Foundation Sep 2020 - PresentMinneapolis, Minnesota, Us- Partner with the Executive Director and BOD on long range strategic planning- Interface with external partners- Assist in developing and prioritizing revenue initiatives- Ensure our financial goals are built around the MISSION - Oversee monthly financial reporting- Develop annual budget and ongoing forecast- Manage cash receipts and disbursements -
Accounting & Tax AdvisorPassport Financial Jun 2015 - PresentBoutique accounting firm providing tax, accounting, and advisory services to small and medium sized businesses.
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Chief Financial Officer (Cfo)National Sports Center Oct 2017 - May 2022Blaine, Mn, UsWHAT I DO: I support our business leaders by collaborating, identifying, and evaluating business opportunities. My expertise in the financial arena ensures we scale the business by developing sustainable financial models providing positive ROI, improved cash flow, and long-term growth.With a high fixed cost structure, it is essential we continue to grow revenues and generate cash flow from operations. My role is to make sure we are maximizing our assets and making sound investment decisions looking forward. While we continue to provide a high-quality service to our existing customers, we must continue to take calculated risks on new business.With COVID-19 causing major disruptions in our business, our adaptability has served us well in 2020. Strong relationships with the bank and major vendors allowed us to modify contracts, defer payments and tightly manage cashflow. We have been able to redeploy staff and avoid major staffing changes. We have also been leaders in building out safety protocols to bring back youth sports safely. Internally, we have used this as an opportunity to review current operations. By doing a deep dive, we are looking at labor models, contractors, contracts, supplies and other costs. Strategically, we are taking stock of the industry as a whole and what trends are going to emerge from this pandemic. What new opportunities will come and how can we continue to evolve to meet our customer’s needs. We are repositioning ourselves to be proactive in how customers will register, travel, and visit so we can continue to provide a first-class experience. WHY IT MATTERS: We have the privilege of being a destination for our customers to enjoy life, watch their kids grow and get a reprieve from the demands of daily life. We owe it to our customers to be the place where they can have family moments, build friendships, and grow through sports. With 85M+ in economic impact in 2019, we are essential to the local community and state of MN. -
Business Controller (Formerly Director Of Finance)National Sports Center Apr 2015 - Oct 2017Blaine, Mn, UsThe National Sports Center (NSC) is an amazing job for anyone who enjoys variety and fast paced environment. Managing the 700+ acre complex brings fresh challenges daily. With complex issues and the competitive industry of amateur sports there are a number accounting challenges in terms of financial reporting and long term planning. As Controller there is ample opportunity to add value in a number of ways:- Review new business development and provide financial guidance- Ongoing partnership building and retention- Process improvement and system enhancement- Increase collaboration among departments- Develop employees and organization cultureOversight of the day to day financial operations includes: treasury, month end close, financial reporting, budgeting, strategic planning, KPI's, contract review, benefits administration, payroll & ACA compliance, human resources, annual state & tax reporting.HOW I DO IT: By providing strategic management of the core accounting and finance functions. Ensuring our teams have financial accountable and the resources they need to be successful. Directing policies, procedures, internal controls and overseeing important external relationship with independent auditors. Recommending improvements to ensure the integrity of a company’s financial information while identifying and managing business risks and insurance requirements. Hiring, training, and retaining competent accounting and finance staff. -
Sr. Financial Business Analyst (Fp&A)Children'S Hospitals And Clinics Of Minnesota Apr 2013 - Apr 2015Minneapolis, Mn, Us- Provide monthly financial reviews to all levels of organization for Ambulatory division that includes 13+ specialty clinics & 12 primary care locations - Construct Return on Investment (ROI's) reports ranging from facility expansion to physician growth to help understand financial impact of key decisions- Produce pro forma on ad hoc basis for smaller projects/expansions- Leverage Crimson Practice Management to analyze wRVU and charge data at the group, location and provider level Prepare annual budget for over 60 departments covering :- Net patient revenue (including production volumes) - Benchmark & market data used to drive production chages- Miscellaneous Revenue- Contract Revenue- Care Deliver expenses including: Compensation & Benefits Professional Services Purchased Services Supplies- Facility - Depreciation, taxes and financing- Other support costs - PSA revenues & expenses (in addition to annual contract changes within agreements)Key resource on Oracle Hyperion implementation team collaborating on:- Capturing and building system business requirements- Deep dive of organization processes - help understand source data systems and interface builds- System testing- Ongoing training necessary as product continues to roll out to organizationTechnology Skills & Abilities- Oracle ERM System- Crimson Practice Management -
Senior AccountantChildren'S Hospitals And Clinics Of Minnesota Nov 2011 - Mar 2013Minneapolis, Mn, UsEstablished accounting model for complex Personal Service Agreements (PSA) & AffiliationsDesigned system generated financial reports customized to individual department service offeringsExpanded reporting to align key performance indicators (KPI) at the organization level & business unit levelInitial development and continuous improvement of allocation models. Specifically related to third party discounts and company wide benefits.Monthly reconciliations for all Ambulatory balance sheet accountsPrepared quarterly and annual external financial statement disclosuresProvided financial support to over 20 clinic sites with revenues of 70M +Conducted monthly financial reviews with individual clinics analyzing variances related to: - Revenue & Volume- Physician & Non-physician salaries- Non-salary costs- KPI's- Overall productionKey resource providing ad hoc reports due to understanding of core source systems and knowledge in data analysisTechnology Skills & Abilities- PeopleSoft Financial & Materials Application - PeopleSoft nVision Reporting (report creation & maintenance)- Cognos - Data warehouse reporting and analysis tool- Monarch Pro data visualization and extraction software -
AccountantArchway Marketing Services Aug 2010 - Nov 2011Maple Grove, Minnesota, UsCompleted financial reconciliations for all types of balance sheet accountsPerformed month-end close tasks including necessary revenue and cost accrualsAnalyzed sales and cost variances for entire P&L at division, location and client level Managed fixed assets and 5.5M capital expenditure budget across entire companyPrepared monthly divisional reporting book with multiple locations and product offeringsAssisted in implementation of automated client statements and corresponding cost allocationsCommunicated with operations, client services and finance on monthly results and daily issues Provided extensive reporting on 1.5M travel and entertainment budgetEnsured all year-end schedules were complete and accurate for external auditorsDeveloped pilot to begin process of implementing time tracking system across entire companyAssisted in implementation of Hyperion Essbase including requirements, building blocks and reporting buildingTechnology Skills & Abilities- Essbase Database Management System- Microsoft Dynamics ERP- Microsoft FRx Professional report designer -
Staff AccountantHansen, Jergenson, Nergaard & Co., Llp Jan 2009 - May 2010Minneapolis, Mn, UsPrepared consolidated & comparative audited financial statements for: - Non-publically traded companies - Non for profit organizations - Employee benefit plansDrafted footnotes and completed work papers for required disclosuresConducted planning meetings, calculated materiality and created audit programsReconciled bank statements and investigated unusual transactionsAssembled and recorded cash, accounts receivable and debt confirmationsPerformed accounts receivable aging and collected support for significant itemsRoutinely conducted inventory observations, price testing and work in process testingContinually assisted clients with fixed asset changes and complicated transactionsPerformed accounts payable aging analysis and subsequent disbursement testingCarried out variance and ratio analysis of income statement accountsAdministered Benford's Law for test of transactions and payroll testingConducted financial statement compilation and review engagementsPrepared tax returns for corporations, partnerships, LLC's and individuals of all sizesTechnology Skills & Abilities- Extensive knowledge of QuickBooks and Peachtree accounting software- ProSystem FX tax and auditing accounting software- Microsoft Dynamics ERP software- PPC SMART e-Practice Aid audit software- Electronic document management systems- IDEA – data analysis and extraction software -
Internal AuditorMercury Marine Jan 2007 - Aug 2007Fond Du Lac, Wi, UsPerformed Sarbanes-Oxley Section 404 audits Conducted ethics investigations and analysis on case by case basisAssisted in development of company-wide fraud training programProject manager on effort to overhaul & strengthen Mercury Marine's recruiting process -
Assistant Warehouse ManagerEc Oct 2005 - May 2006Assisted in managing inventory. Due to the high volume of product being manufactured I assisted in recording the inventory and managing the floor space to maximize storage while keeping production levels high. Nightly inventory counts of certain product. Helped to assist in cleanup and proper disposal of chemical spills. Oversaw employees both on the manufacturing line and in the warehouse. Due to limited space and the constant breakdown of machines EC Grow presented numerous opportunities for problem solving and efficient use of resources.
James Nelson, Cpa Skills
James Nelson, Cpa Education Details
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University Of Limerick -
University Of Wisconsin-Eau ClaireDouble Major - Accounting & Finance
Frequently Asked Questions about James Nelson, Cpa
What company does James Nelson, Cpa work for?
James Nelson, Cpa works for Herb Brooks Foundation
What is James Nelson, Cpa's role at the current company?
James Nelson, Cpa's current role is Finance Director.
What is James Nelson, Cpa's email address?
James Nelson, Cpa's email address is jn****@****rts.org
What is James Nelson, Cpa's direct phone number?
James Nelson, Cpa's direct phone number is +176378*****
What schools did James Nelson, Cpa attend?
James Nelson, Cpa attended University Of Limerick, University Of Wisconsin-Eau Claire.
What are some of James Nelson, Cpa's interests?
James Nelson, Cpa has interest in Personal Finance, Budgeting, Coaching, Human Capital, Goal Setting, Real Estate, Investing, Retirement, Process Improvement.
What skills is James Nelson, Cpa known for?
James Nelson, Cpa has skills like Accounts Receivable, Financial Reporting, Accounts Payable, Audit, Payroll, Account Reconciliation, Accounting, Auditing, Nonprofits, Tax, Analysis, Variance Analysis.
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