Martha Nelson, Cpa Email and Phone Number
Texas, United States
Martha Nelson, Cpa's Location
Dallas-Fort Worth Metroplex, United States, United States
Martha Nelson, Cpa's Contact Details
Martha Nelson, Cpa work email
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Martha Nelson, Cpa personal email
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About Martha Nelson, Cpa
Licensed CPA experienced in providing exemplary client service on numerous consulting, transaction advisory, compliance, and modeling engagements. Passionate for business development, creating value for clients via thoughtful analysis and innovative solutions, and corporate/entrepreneurial growth.
Martha Nelson, Cpa's Current Company Details
Martha Nelson, Cpa Work Experience Details
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Senior Director | Finance Leadership TeamPriority PowerTexas, United States
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Senior Director | Finance Leadership TeamPriority Power Nov 2023 - PresentThe Woodlands, Texas, UsPriority Power is leading the Energy Transition with integrity, trust, and transparency. Priority Power combines energy optimization and infrastructure expertise with our proprietary technology, PriorityView, to help businesses and organizations achieve decarbonization and sustainability goals while also maximizing savings and efficiency. -
Senior Vice PresidentHoulihan Lokey 2023 - Nov 2023Los Angeles, Ca, UsOur Transaction Advisory Services professionals leverage Houlihan Lokey’s global investment banking heritage and our significant industry and technical knowledge to provide practical, independent, and data-centric financial, accounting, tax, and operational advice throughout the deal continuum, from the earliest stages of market and target evaluation through deal exit or capital market activity. By taking an industry-based, practical, and flexible approach, we tailor our support and deliverable to specifically focus on our clients’ needs in each transaction. Our integrated team of financial, tax, and deal professionals is assembled from private equity, industry specialists, and the world’s most recognized accounting and consulting firms.Our clients experience a unique approach because we bring a full breadth of services with our market-leading corporate finance, valuation, and restructuring offerings to help ensure that we deliver value throughout your deal lifecycle. We deliver relevant advice without the conflicts and inefficiencies facing most other providers.As market leaders in middle-market M&A, we are at the forefront of helping clients identify, capture, and monetize value creation and preservation strategies, resulting in the return of greater shareholder value and enhanced IRR. -
Vice PresidentHoulihan Lokey 2022 - 2023Los Angeles, Ca, UsHoulihan Lokey (NYSE: HLI) is a leading global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation.The national team of tax advisory professionals within Houlihan Lokey’s M&A Tax group brings significant depth and breadth of tax expertise from Big Four and national accounting firms, law firms, and top private equity firm in-house tax departments. We work with clients to address the tax implications of significant transactions on buy-side and sell-side engagements. We also team alongside our corporate finance, technical accounting, financial diligence, and valuation practices to assist in transaction readiness, accounting matters, and maximization of value to sellers. We leverage quantitative approaches to help clients address key tax considerations, make informed decisions, and analyze optimal tax structures throughout the transaction life cycle.
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AssociateHoulihan Lokey 2021 - 2022Los Angeles, Ca, Us
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ManagerPwc 2020 - 2021GbProvided customized tax and advisory services to privately held businesses, private equity portfolio companies and their owners, US-subsidiaries of international companies, family-owned businesses, and high net worth individuals, families and family offices. -
Senior AssociatePwc 2018 - 2020Gb
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Senior AssociateAndersen 2017 - 2018San Francisco, Ca, Us -
Experienced AssociateAndersen 2016 - 2017San Francisco, Ca, Us
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Experienced AssociatePwc 2015 - 2016GbI was a member of PwC's National Tax Services practice, specifically serving with the Master Limited Partnership (MLP/PTP) Tax Group. My primary responsibilities included working with client service teams to provide K-1 calculations and processing, federal and state compliance work, tax shield calculations and projections, tax consulting, and other services to a variety of PTP clients, many of whom were in the energy sector.During my time with the group, I worked on multiple complex engagements, which included IPOs and large, multi-tiered PTPs. I helped compile and revise content for internal training materials and drafted articles for the group's quarterly newsletter. As a member of a process improvement and simplification task force, I helped develop standardized group workpapers and templates. Additionally, I demonstrated exceptional initiative as a first-year associate by finding and connecting PwC with a new publication opportunity with LexisNexis (Federal Taxation of Oil and Gas Treatise).
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Tax InternPwc Jan 2014 - Aug 2014Gb
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InternNew York Life Insurance Company May 2012 - Aug 2013New York, New York, UsI served as a member of the Policy Administration/Title Department at the NYL Dallas Service Center, processing policy change requests via automated workflow queues using Rumba, Strategic Service Facility (SSF), and other industry-specific software programs and databases.My duties included processing address, ownership, and beneficiary changes; writing letters to clients; supporting insurance agents via phone and email; and assisting the group with special projects. I collaborated with four other interns on a group project examining “Generation Next in the Workforce” and compiled the results of research findings and an original survey into a solution-focused presentation to four levels of management. Additionally, I achieved productivity and quality ratings well above the department standard and the combined team average within the first four weeks of my internship, despite not receiving the new-hire training course for full-time employees. As a result, I was invited to extend my internship for another full year beyond the initial summer time period.
Martha Nelson, Cpa Skills
Partnership Taxation
Individual Taxation
International Tax
Valuation
Tax Consulting
Cost Segregation
Publicly Traded Partnerships
Life Insurance
Entrepreneurship
Tax Accounting
Microsoft Excel
Microsoft Office
Powerpoint
Microsoft Word
Public Speaking
Teamwork
Facebook
Social Media
Event Planning
Time Management
Leadership
Negotiation
Onenote
Access
Pro Est Modeling Software
Gosystems
Visio
Microsoft Powerpoint
Tax Research
Business Development
Corporate Tax
Tableau
Alteryx
Wealth Management And Estate Planning
Asc 740
Martha Nelson, Cpa Education Details
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Smu Cox School Of BusinessDual Concentrations In Taxation And Assurance & Advisory -
Smu Cox School Of BusinessAccounting
Frequently Asked Questions about Martha Nelson, Cpa
What company does Martha Nelson, Cpa work for?
Martha Nelson, Cpa works for Priority Power
What is Martha Nelson, Cpa's role at the current company?
Martha Nelson, Cpa's current role is Senior Director | Finance Leadership Team.
What is Martha Nelson, Cpa's email address?
Martha Nelson, Cpa's email address is mp****@****smu.edu
What schools did Martha Nelson, Cpa attend?
Martha Nelson, Cpa attended Smu Cox School Of Business, Smu Cox School Of Business.
What are some of Martha Nelson, Cpa's interests?
Martha Nelson, Cpa has interest in Children.
What skills is Martha Nelson, Cpa known for?
Martha Nelson, Cpa has skills like Partnership Taxation, Individual Taxation, International Tax, Valuation, Tax Consulting, Cost Segregation, Publicly Traded Partnerships, Life Insurance, Entrepreneurship, Tax Accounting, Microsoft Excel, Microsoft Office.
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