Matthew Nelson, Cpa, Cgma Email & Phone Number

Houston, Texas, Us

Serve as interim CFO & Controller to identify issues and deficiencies, clean up accounting records, and streamline processes. Perform ROI analysis identifying strengths and areas for improvement. Provide training and support to financial departments. Assist clients with audit engagements and perform financial audits. This enables clients to understand their financials, improve processes, and be more efficient.

Chief Financial Officer (2013 to 2018), Corporate Controller (2008 to 2018)» Provided financial oversight in an executive capacity for the prominent manufacturer. Collaborated in M&A activities, including modeling, due diligence, and post-acquisition integration.» Consistently demonstrated leadership abilities by overseeing the $150M annual budget and quarterly forecasting process, including delivering insightful budget and forecast presentations to the global BOD.» Garnered numerous achievements, including: securing $20M in revenue and $4M in PBT by closing two deals ($12M) in two years and securing a $20M uncommitted line of credit through establishing banking relationships. Attained $2M during first two years of tenure by executing a self-retained health insurance program; gained support for its implementation and favorable response from the CEO who had initial doubts about the program’s timing.» Leveraged analytical abilities to architect financial models aimed at consolidating and analyzing variances, in addition to formulating strategic solutions for presentation to the board for approval. Continuously executed process improvements, including establishing data mines that increased reporting capabilities and implementing a captive insurance model which reduced insurance costs.» Earned recognition for successfully constructing the entire consolidation/reporting package from scratch at CSE-W to reduce external reporting costs. Launched a captive insurance model to minimize WC rates by 35% over the past 6 years and achieve $140K+ in distributions, while building equity (pending return) of $1.1M.» Exhibited people management expertise to supervise personnel (such as accounting managers) and directing the HR team in implementing a self-funded employee insurance plan.

Carlsbad, Ca, Us

Controller, 2006 to 2008; Sr. Accountant, 2005 to 2006» Continuously conceptualized and initiated enhanced processes for the telecommunications provider. Maintained consistent compliance with all applicable international filing requirements. Coordinated all external reporting.» Provided oversight for a broad spectrum of key functions, including and involving: external audits, valuations, bank compliance, and tax returns. Dispensed domestic supervision to local staff and global supervision to all international offices.» Served as a subject matter expert by training personnel on new systems and guiding the design and development of automated fixed asset, AFE, and T&E systems.» Executed process improvements, including increasing revenues by ~30% through modifying the current billing process; significantly minimizing the close process from 30+ days to 10; and enhancing key reports for analysis.

Worldwide, Oo

» Performed financial statement audits, including the comprehensive analysis of balance sheet and income statements. Proactively pinpointed issues from analysis and presented findings and recommendations to management. Enhanced the existing audit process on large data sets by utilizing data-analytic tools (self-taught). » Exemplified leadership abilities by supervising staff on the audit engagements of various clients and conducting performance evaluations. Prepared financial statements, including balance sheets, income statements, and statement of cash flows.

Master Of Accountancy, Accounting

Bachelor Of Science (Bs), Accounting